Mark For: STRATEGIC ADVICE MANAGER™ trademark registration is intended to cover the categories of computer software in the investment advisory, insurance and financial planning fields; artificial intelligence software in the investment advisory, insurance and financial planning fields; computer software, namely, artificial intelligence (AI) decision analysis software in the investment advisory, insurance and financial planning fields; computer software for data analysis and decision-making based on artificial intelligence and machine learning in the investment advisory, insurance and financial planning fields.
Status
2021-07-25 UTC
LIVE APPLICATION Under Examination
The trademark application has been accepted by the Office (has met the minimum filing requirements) and that this application has been assigned to an examiner.
(Electrical and scientific apparatus) Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signaling, checking (supervision), lifesaving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
Filed Use
No
Current Use
No
Intent To Use
No
Filed ITU
No
44D Filed
Yes
44E Current
No
66A Current
No
Current Basis
No
No Basis
No
Domestic Representative
Lisa Dunner
Attorney Name
Kimberlee A. Boyle
Attorney Docket Number
CONQ 001
Law Office Assigned
M30
Employee Name
CORWIN, KEVIN SCOTT
Timeline
2019-05-15
Application Filed
2019-08-20
Location: TMO LAW OFFICE 112 - EXAMINING ATTORNEY ASSIGNED
KIMBERLEE A. BOYLE DUNNER LAW PLLC 3243 P STREET N.W. WASHINGTON, DC 20007
Good, Services, and Codes
International Codes:
9
U.S. Codes:
021,023,026,036,038
International Codes:
41
U.S. Codes:
100,101,107
International Codes:
42
U.S. Codes:
100,101
Type Code
Type
GS0091
Computer software in the investment advisory, insurance and financial planning fields; artificial intelligence software in the investment advisory, insurance and financial planning fields; computer software, namely, artificial intelligence (AI) decision analysis software in the investment advisory, insurance and financial planning fields; computer software for data analysis and decision-making based on artificial intelligence and machine learning in the investment advisory, insurance and financial planning fields
Trademark Filing History
Description
Date
Proceeding Number
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
2021-06-15
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-02-12
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-02-12
NOTIFICATION OF NON-FINAL ACTION E-MAILED
2019-08-20
6325
NON-FINAL ACTION WRITTEN
2019-08-20
82417
NON-FINAL ACTION E-MAILED
2019-08-20
6325
ASSIGNED TO EXAMINER
2019-08-01
82417
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2019-05-31
NEW APPLICATION ENTERED IN TRAM
2019-05-18
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