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99860003 | Trademark citeCite Docket

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Filed June 2, 2026
Serial No. 99860003
Examining Attorney GILLIAN L BROWN
Class Providing temporary use of online non-downloadable chatbot software for replying to questions to help users work through life’s personal financial decisions; Providing temporary use of online non-downloadable chatbot software for replying to questions to help users uncover and define financial and retirement plans; Providing temporary use of online non-downloadable chatbot software for creating financial strategies and action plans; Providing temporary use of online non-downloadable chatbot software for weighing options, assessing trade-offs and scenario plans; Providing temporary use of online non-downloadable chatbot software for answering complex personal financial questions; Providing temporary use of online non-downloadable chatbot software for providing assistance and guidance in executing personal financial action plans; Providing temporary use of online non-downloadable chatbot software for providing AI financial advice; Providing temporary use of online non-downloadable chatbot software for creating reports and projections regarding financial and retirement planning information; Providing temporary use of online non-downloadable chatbot software for connecting and integrating with products and services in the field of personal financial and retirement planning; Providing temporary use of online non-downloadable computer software for replying to questions to help users work through life’s personal financial decisions; Providing temporary use of online non-downloadable computer software for replying to questions to help users uncover and define financial and retirement plans; Providing temporary use of online non-downloadable computer software for creating financial strategies and action plans; Providing temporary use of online non-downloadable computer software for weighing options, assessing trade-offs and scenario plans; Providing temporary use of online non-downloadable computer software for answering complex personal financial questions; Providing temporary use of online non-downloadable computer software for providing assistance and guidance in executing personal financial action plans; Providing temporary use of online non-downloadable computer software for providing AI financial advice; Providing temporary use of online non-downloadable computer software for creating reports and projections regarding financial and retirement planning information; Providing temporary use of online non-downloadable computer software for connecting and integrating with products and services in the field of personal financial and retirement planning; Providing a web site featuring temporary use of non-downloadable software for replying to questions to help users work through life’s personal financial decisions; Providing a web site featuring temporary use of non-downloadable software for replying to questions to help users uncover and define financial and retirement plans; Providing a web site featuring temporary use of non-downloadable software for creating financial strategies and action plans; Providing a web site featuring temporary use of non-downloadable software for weighing options, assessing trade-offs and scenario plans; Providing a web site featuring temporary use of non-downloadable software for answering complex personal financial questions; Providing a web site featuring temporary use of non-downloadable software for providing assistance and guidance in executing personal financial action plans; Providing a web site featuring temporary use of non-downloadable software for providing AI financial advice; Providing a web site featuring temporary use of non-downloadable software for creating reports and projections regarding financial and retirement planning information; Providing a web site featuring temporary use of non-downloadable software for connecting and integrating with products and services in the field of personal financial and retirement planning; 100; 101
HENCE
Case Type Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 3 days, 5 hours ago
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