Legal Representation
Attorney
Mammen P. Zachariah, Jr.
USPTO Deadlines
Next Deadline
80 days remaining
Non-Final Action Mailed
Due Date
October 11, 2025
Extension Available
Until January 11, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
7 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 11, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 11, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 11, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 8, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 30, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 27, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Jan 27, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable software for analyzing investment funds and conducting research using artificial intelligence, machine learning, and algorithms to generate investment recommendations; Downloadable software including an interactive chat platform for receiving and answering inquiries relating to finance and investments using artificial intelligence, machine learning, and algorithms; Downloadable software featuring machine learning, and algorithms; Downloadable software for providing wealth and asset management; Downloadable software for providing conversational artificial intelligence for interacting with customers and providing automated responses based on a knowledge database; Downloadable software for generating buy and sell recommendations for investments using artificial-intelligence driven analytics and predictive modeling
Class 036
Advice relating to investments; Investment consultation; Investment advice; Investment consultancy; Investment advisory services; Capital investment consulting; Fund investment consultation; Capital investment consultancy; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment risk assessment services; Global investment research services; Financial investment analysis and stock research; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments
First Use Anywhere:
Nov 15, 2023
First Use in Commerce:
Nov 15, 2023
Class 042
Non-downloadable software for generating analyses of securities using artificial intelligence, machine learning, and algorithms; Non-downloadable software for analyzing investment funds and conducting research using artificial intelligence, machine learning, and algorithms to generate investment recommendations; Non-downloadable software including an interactive chat platform for receiving and answering inquiries relating to finance and investments using artificial intelligence, machine learning, and algorithms; Machine learning, and algorithms; Non-downloadable software for providing wealth and asset management; Non-downloadable software for providing conversational artificial intelligence for interacting with customers and providing automated responses based on a knowledge database; Non-downloadable software for generating buy and sell recommendations for investments using artificial-intelligence driven analytics and predictive modeling
First Use Anywhere:
Nov 15, 2023
First Use in Commerce:
Nov 15, 2023
Classification
International Classes
009
036
042