Legal Representation
Attorney
David M. Kelly
Application History
2 events| Date | Code | Type | Description |
|---|---|---|---|
| Jun 12, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
| Jun 12, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 009
Downloadable chatbot software using artificial intelligence (AI) for replying to questions online from individuals related to personal finance, asset management, wealth management, investments and financial education
Class 036
Investment of funds; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Actuarial services; Financial planning and investment advisory services; Financial planning for retirement; Financial planning; Investment consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information via a website; Administration of employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Charitable fundraising services; Estate planning; Financial trust planning; Financial trust administration
Class 042
Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for replying to questions online from individuals related to personal finance, asset management, wealth management, investments and financial education
Additional Information
Design Mark
The mark consists of a stylized red letter V followed by a vertical line and the word SCOUT.
Color Claim
The color(s) Red is/are claimed as a feature of the mark.
Classification
International Classes
009
036
042