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99740656 | Trademark

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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
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Case Type Service mark
Status Application has been published for opposition. The opposition period begins on the date of publication.
Last Updated: 9 hours ago
Filing Date # Docket Text