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CARBON AI

99820011 | Trademark citeCite Docket

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Filed May 13, 2026
Serial No. 99820011
Examining Attorney NATALIE LANGFORD KENEALY
Class Software as a service (SaaS) services featuring wealth management software tools and modules, namely, software for automated task execution, workflow optimization, natural language query handling, proactive data analysis, delivering contextual intelligence and insights, detecting anomalies, determining concentration risk, evaluating performance drift, and providing output summaries linked to specific data points; software for integrating with platform application programming interfaces (APIs) to support wealth management client onboarding, meeting preparation, proposal generation, and overall portfolio management.; 100; 101
CARBON AI
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: 1 month ago
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