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99602629 | Trademark Cite Docket

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Filed Jan. 19, 2026

Serial No. 99602629

Examining Attorney null

Class Downloadable software for helping high-income families manage their wealth; Downloadable software for use in connection with finance, financial planning, wealth management, financial information, investment, and trading, namely, investment portfolio management software for individuals and families; Downloadable software in the nature of a mobile application for financial planning, wealth management, provision of financial information, and investment and trading assistance for individuals and families; 021; 023; 026; 036; 038

Case Type Trademark

Status Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.

Last Updated: 1 day, 3 hours ago

Filing Date	#	Docket Text
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