AUGMENTED ADVICE Trademark

Trademark Overview


On Wednesday, March 19, 2025, a trademark application was filed for AUGMENTED ADVICE with the United States Patent and Trademark Office. The USPTO has given the AUGMENTED ADVICE trademark a serial number of 99092178. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, December 23, 2025. This trademark is owned by Apex Fintech Solutions LLC. The AUGMENTED ADVICE trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing registered investment advisors with on-line non-downloadable software for manual and automated portfolio rebalancing, customer account opening, sub-advising being financial portfolio management, direct indexing of financial assets, data aggregation, customer relationship management, appointment scheduling tools, financial clearing, transferring custody of digital assets, account interfacing, investment model selection, investment model evaluation, trading of securities, fee billing management, and client prospecting in the nature of identifying and engaging potential customers
augmented advice

General Information


Serial Number99092178
Word MarkAUGMENTED ADVICE
Filing DateWednesday, March 19, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, December 23, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 23, 2025

Trademark Statements


NOT AVAILABLE"ADVICE"
Goods and ServicesProviding registered investment advisors with on-line non-downloadable software for manual and automated portfolio rebalancing, customer account opening, sub-advising being financial portfolio management, direct indexing of financial assets, data aggregation, customer relationship management, appointment scheduling tools, financial clearing, transferring custody of digital assets, account interfacing, investment model selection, investment model evaluation, trading of securities, fee billing management, and client prospecting in the nature of identifying and engaging potential customers

Classification Information


International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, March 19, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameApex Fintech Solutions LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60604

Party NameApex Fintech Solutions LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60604

Trademark Events


Event DateEvent Description
Wednesday, March 19, 2025NEW APPLICATION ENTERED
Wednesday, March 19, 2025APPLICATION FILING RECEIPT MAILED
Tuesday, August 5, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, August 19, 2025ASSIGNED TO EXAMINER
Monday, August 25, 2025NON-FINAL ACTION WRITTEN
Monday, August 25, 2025NON-FINAL ACTION E-MAILED
Monday, August 25, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, November 24, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, November 24, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 24, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 26, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 17, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 23, 2025PUBLISHED FOR OPPOSITION
Tuesday, December 23, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED