| Serial Number | 98319659 |
| Word Mark | ARTIFICIAL INTELLIGENCE INVESTMENT MANAGEMENT FOR EVERYONE |
| Filing Date | Monday, December 18, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, June 12, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Downloadable application programming interface (API) software; Downloadable application programming interface (API) software for financial services.; Downloadable computer software for accessing, reading, and tracking information in the field of financial and cryptocurrency services on a blockchain; Downloadable computer software for managing and validating cryptocurrency transactions using blockchain-based smart contracts; Downloadable computer software for managing crypto asset transactions using blockchain technology; Downloadable computer software for managing cryptocurrency transactions using blockchain technology; Downloadable computer software for managing smart contracts using blockchain technology; Downloadable computer software for use as an application programming interface (API); Recorded application programming interface (API) software; Recorded computer software for use as an application programming interface (API) |
| Goods and Services | Banking; Banking and financing services; Banking services; Blockchain-based payment verification services; Cryptocurrency exchange services; Cryptocurrency payment processing; Cryptocurrency trading services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial brokerage services for cryptocurrency trading; Financial consultancy services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial retirement plan consulting services; Cryptocurrency exchange services featuring blockchain technology; Electronic financial trading services; Electronic transfer of cryptocurrency; Financial consultation in the field of cryptocurrency; Financial trading of cryptocurrency; On-line financial planning services; Online banking; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial consultation services to individuals and companies.; Providing financial information services to individuals and companies.; Strategic financial advisory services |
| Goods and Services | Compiling indexes of information using blockchain technology |
| Goods and Services | Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for financial services; Advanced product research in the field of artificial intelligence; Application service provider (ASP) featuring software using artificial intelligence for financial services; Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for Financial services.; Computer programming of smart contracts on a blockchain; Consultancy in the field of artificial intelligence technology; Electronic storage of cryptocurrency for others; Providing a website featuring non-downloadable software using artificial intelligence for financial services; Providing on-line non-downloadable software using artificial intelligence for financial services; Providing temporary use of on-line non-downloadable cloud computing software using artificial intelligence for financial services; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence for financial services; Providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of financial and cryptocurrency services on a blockchain; Providing temporary use of online non-downloadable chatbot software using artificial intelligence for financial services; Providing user authentication services using blockchain-based software technology for cryptocurrency transactions; Research in the field of artificial intelligence; Research in the field of artificial intelligence technology; Software as a service (SAAS) services featuring software using artificial intelligence for financial services; Technology consultation in the field of artificial intelligence |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; 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. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 29, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 29, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 29, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Monday, January 29, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | AIM Wealth IP LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | CAPE CORAL, FL 33904 |
| Event Date | Event Description |
| Saturday, December 23, 2023 | NEW APPLICATION ENTERED |
| Thursday, June 6, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, June 12, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 12, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 12, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, January 29, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |