| Serial Number | 99574971 |
| Word Mark | AI ALPHA UNIFI |
| Filing Date | Thursday, January 1, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, January 1, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of The mark consists of a stylized Greek letter alpha formed by a circular shape with a diagonal bar extending upward and to the right and a triangular cutout on the right side of the circle, with a small detached quadrilateral near the upper end of the diagonal bar, all appearing above the stylized wording “αi Alpha” on one line and “UNIFI” on a second line. |
| Goods and Services | Software as a service (SAAS) services featuring software for services featuring non-downloadable software for use by financial advisors, portfolio managers, and institutional investors in financial portfolio construction and management, investment strategy selection, trade order management, tax-lot accounting, portfolio rebalancing, multi-custodial trade execution, and generation of portfolio performance and compliance reports, all delivered through a unified managed account (UMA) platform integrating advisor and client interfaces and trading systems. |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, January 1, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, March 25, 2019 |
| First Use In Commerce Date | Monday, March 25, 2019 |
| Party Name | Global View IP Holdings, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waukesha, WI 53188 |
| Party Name | CFG Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75244 |
| Party Name | Nimblesoft INC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Frisco, TX 75033 |
| Event Date | Event Description |
| Thursday, January 1, 2026 | NEW APPLICATION ENTERED |
| Thursday, January 1, 2026 | APPLICATION FILING RECEIPT MAILED |