| Serial Number | 98456325 |
| Word Mark | FINNY |
| Filing Date | Tuesday, March 19, 2024 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Thursday, September 26, 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 computer programs and computer software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; downloadable database management software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; downloadable software in the nature of a mobile application for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto. |
| Goods and Services | Lead generation services; providing business intelligence services; Electronic data collection and analysis services using artificial intelligence; providing sales leads for financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents; providing an online searchable database featuring business information and business contacts; providing a database of information about prospective new clients and business intelligence and electronic data pertaining thereto for financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents |
| Goods and Services | Providing online, non-downloadable software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Providing temporary use of a non-downloadable web application for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Providing subscription-based temporary use of non-downloadable cloud-based software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Software as a service (SAAS) services featuring software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Software as a service (SAAS) services featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Application service provider (ASP) featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto. |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 19, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Tuesday, March 19, 2024 |
| Primary Code | 009 |
| 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 | Tuesday, March 19, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | FINNY AI, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10036 |
| Event Date | Event Description |
| Tuesday, March 19, 2024 | NEW APPLICATION ENTERED |
| Tuesday, August 13, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 26, 2024 | ASSIGNED TO EXAMINER |