INVESTGRADE IQ Trademark

Trademark Overview


On Tuesday, October 21, 2025, a trademark application was filed for INVESTGRADE IQ with the United States Patent and Trademark Office. The USPTO has given the INVESTGRADE IQ trademark a serial number of 99454540. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, October 21, 2025. This trademark is owned by LeafHouse Financial Group, LLC. The INVESTGRADE IQ trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing temporary use of non-downloadable cloud-based software for use by investment advisers to collect, store, manage, update, verify, and report on investment data; Providing an on-line network environment featuring technology that enables users to share data in the field of retirement plan management; Providing temporary use of on-line non-downloadable software for retirement planning; Providing an online non-downloadable Internet-based system application featuring technology enabling users to manage retirement plan accounts; Providing an on-line network environment that features technology that enables users to share data; Providing a secure electronic online system featuring technology which allows users to collect, store, manage, update, verify, and report on investment data; Providing temporary use of non-downloadable cloud-based software for use in researching and reporting on investments, automating data aggregation from multiple sources, and facilitating communications bet...
investgrade iq

General Information


Serial Number99454540
Word MarkINVESTGRADE IQ
Filing DateTuesday, October 21, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, October 21, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesProviding temporary use of non-downloadable cloud-based software for use by investment advisers to collect, store, manage, update, verify, and report on investment data; Providing an on-line network environment featuring technology that enables users to share data in the field of retirement plan management; Providing temporary use of on-line non-downloadable software for retirement planning; Providing an online non-downloadable Internet-based system application featuring technology enabling users to manage retirement plan accounts; Providing an on-line network environment that features technology that enables users to share data; Providing a secure electronic online system featuring technology which allows users to collect, store, manage, update, verify, and report on investment data; Providing temporary use of non-downloadable cloud-based software for use in researching and reporting on investments, automating data aggregation from multiple sources, and facilitating communications between investment plan managers, recordkeepers, and advisors

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 DateTuesday, October 21, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameLeafHouse Financial Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAustin, TX 78730

Trademark Events


Event DateEvent Description
Tuesday, October 21, 2025NEW APPLICATION ENTERED
Tuesday, October 21, 2025APPLICATION FILING RECEIPT MAILED