THE AGENTIC OPERATING SYSTEM FOR FINANCIAL ADVISORS Trademark
Trademark Overview
On Wednesday, May 27, 2026, a trademark application was filed for THE AGENTIC OPERATING SYSTEM FOR FINANCIAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the THE AGENTIC OPERATING SYSTEM FOR FINANCIAL ADVISORS trademark a serial number of 99849128. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, May 27, 2026. This trademark is owned by HolisticOS, LLC. The THE AGENTIC OPERATING SYSTEM FOR FINANCIAL ADVISORS trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SaaS) featuring software for customer relationship management; software as a service (SaaS) 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) featuring software for tracking and managing tax return preparation workflows; software as a service (SaaS) featuring software using artificial intelligence 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) featuring software for investment portfolio analysis and financial reporting; software as a service (SaaS) featuring software for estate planning document organization and workflow management; software as a service (SaaS) featuring software for providing online knowledge bases in the fields of finance, taxation, investments, estate planning, and regulatory compliance; software as a se...
General Information
| Serial Number | 99849128 |
| Word Mark | THE AGENTIC OPERATING SYSTEM FOR FINANCIAL ADVISORS |
| Filing Date | Wednesday, May 27, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, May 27, 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) featuring software for customer relationship management; software as a service (SaaS) 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) featuring software for tracking and managing tax return preparation workflows; software as a service (SaaS) featuring software using artificial intelligence 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) featuring software for investment portfolio analysis and financial reporting; software as a service (SaaS) featuring software for estate planning document organization and workflow management; software as a service (SaaS) featuring software for providing online knowledge bases in the fields of finance, taxation, investments, estate planning, and regulatory compliance; software as a service (SaaS) featuring software for compliance management, supervision, and recordkeeping for registered investment advisory firms |
| Pseudo Mark | THE AGENTIC OPERATING SYSTEM FOR FINANCIAL ADVISERS |
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, May 27, 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, May 27, 2026 | NEW APPLICATION ENTERED |
| Wednesday, May 27, 2026 | APPLICATION FILING RECEIPT MAILED |
