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POWERING MODERN ADVICE

99779326 | Trademark citeCite Docket

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Filed April 22, 2026
Serial No. 99779326
Examining Attorney TOBY ELLEN BULLOFF
Class Software as a service (SAAS) services featuring software for customer relationship management; Software as a service (SAAS) services featuring software for providing secure online portals for clients to access and manage financial and tax-related documents and information; Software as a service (SAAS) services featuring software for tracking and managing tax return preparation workflows; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing financial and tax data to identify required documentation and assist in preparation of tax returns for review by professionals; Software as a service (SAAS) services featuring software for investment portfolio analysis and financial reporting; Software as a service (SAAS) services featuring software for estate planning document organization and workflow management; Software as a service (SAAS) services featuring software for providing online knowledge bases in the fields of finance, taxation, investments, estate planning, and regulatory compliance; Software as a service (SAAS) services featuring software for compliance management, supervision, and recordkeeping for registered investment advisory firms; 100; 101
POWERING MODERN ADVICE
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: 2 weeks, 1 day ago
Filing Date # Docket Text
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