Filed April 3, 2026

Serial No. 99742822

Examining Attorney null

Class Providing a website featuring non-downloadable software using artificial intelligence (AI) for use by financial advisors to aggregate and analyze financial data and generate financial reports; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for assisting financial advisors with aggregating and analyzing financial data to generate financial reports for others; Providing on-line non-downloadable software using artificial intelligence (AI) for use by financial advisors to aggregate and analyze financial data and generate financial reports for others; 100; 101

Case Type Service mark