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99740656 | Trademark Cite Docket

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Filed April 2, 2026

Serial No. 99740656

Examining Attorney ALLYSON B WILLIS

Class Providing temporary use of online non-downloadable software for use by professional investment advisors featuring information and AI-generated content about financial portfolio holdings, financial portfolio performance analysis, investment portfolio management and monitoring, and management of custom financial portfolio models; 100; 101

Case Type Service mark

Status Notice of Allowance (NOA) sent (issued) to the applicant. Applicant must file a Statement of Use or Extension Request within six months of the NOA issuance date.

Last Updated: 1 day, 18 hours ago

Filing Date	#	Docket Text
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