
| Serial Number | 99092178 |
| Word Mark | AUGMENTED ADVICE |
| Filing Date | Wednesday, March 19, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, December 23, 2025 |
| 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 | Tuesday, December 23, 2025 |
| NOT AVAILABLE | "ADVICE" |
| Goods and Services | 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 |
| 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 | Wednesday, March 19, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Apex Fintech Solutions LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60604 |
| Party Name | Apex Fintech Solutions LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60604 |
| Event Date | Event Description |
| Wednesday, March 19, 2025 | NEW APPLICATION ENTERED |
| Wednesday, March 19, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, August 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, August 19, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 25, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 25, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, August 25, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 24, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, November 24, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, November 24, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 26, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 17, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 23, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 23, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |