POWERING MODERN ADVICE Trademark
Trademark Overview
On Wednesday, April 22, 2026, a trademark application was filed for POWERING MODERN ADVICE with the United States Patent and Trademark Office. The USPTO has given the POWERING MODERN ADVICE trademark a serial number of 99779326. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, April 22, 2026. This trademark is owned by HolisticOS, LLC. The POWERING MODERN ADVICE trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software for customer relationship management; Software as a service (SAAS) services featuring software for providing secure online portals for clients to access and manage financial and tax-related documents and information; Software as a service (SAAS) services featuring software for tracking and managing tax return preparation workflows; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing financial and tax data to identify required documentation and assist in preparation of tax returns for review by professionals; Software as a service (SAAS) services featuring software for investment portfolio analysis and financial reporting; Software as a service (SAAS) services featuring software for estate planning document organization and workflow management; Software as a service (SAAS) services featuring software for providing online knowledge bases in the fields of finance, taxation, inves...
General Information
| Serial Number | 99779326 |
| Word Mark | POWERING MODERN ADVICE |
| Filing Date | Wednesday, April 22, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, April 22, 2026 |
| 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 |
Trademark Statements
| Goods and Services | Software as a service (SAAS) services featuring software for customer relationship management; Software as a service (SAAS) services featuring software for providing secure online portals for clients to access and manage financial and tax-related documents and information; Software as a service (SAAS) services featuring software for tracking and managing tax return preparation workflows; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing financial and tax data to identify required documentation and assist in preparation of tax returns for review by professionals; Software as a service (SAAS) services featuring software for investment portfolio analysis and financial reporting; Software as a service (SAAS) services featuring software for estate planning document organization and workflow management; Software as a service (SAAS) services featuring software for providing online knowledge bases in the fields of finance, taxation, investments, estate planning, and regulatory compliance; Software as a service (SAAS) services featuring software for compliance management, supervision, and recordkeeping for registered investment advisory firms |
Classification Information
| 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, April 22, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | HolisticOS, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Nacogdoches, TX 75965
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, April 22, 2026 | NEW APPLICATION ENTERED |
| Wednesday, April 22, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 22, 2026 | APPLICATION FILING RECEIPT MAILED |
