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CLIENTWORKS

99848166 | Trademark citeCite Docket

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Filed May 27, 2026
Serial No. 99848166
Examining Attorney CHRISTOPHER N GLUECK
Class Downloadable computer software for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies; downloadable computer software for providing access to documents, information, data, technology services and content related to financial and investment services, including advice, investments and potential investments, investment strategies and potential investment strategies, clients and potential clients, advisors and potential advisors, policies, legal and regulatory requirements, accounts and the maintenance or supervision thereof, shared experiences, and financial or investment research; 021; 023; 026; 036; 038
CLIENTWORKS
Case Type Trademark
Status Approved by the examining attorney for publication but has not yet published for opposition. Although rare, withdrawal of approval prior to publication may occur after final review. The opposition period begins on the date of publication.
Last Updated: 2 days, 8 hours ago
Filing Date # Docket Text
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