| Serial Number | 98324152 |
| Word Mark | WARMER |
| Filing Date | Wednesday, December 20, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, October 29, 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 | Tuesday, September 3, 2024 |
| Goods and Services | Downloadable computer software using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; downloadable computer software using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; downloadable computer software using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients |
| Goods and Services | Financial advice and consultancy services; information, advisory, consultancy and financial research services relating to finance and investments; providing information over computer networks and global communication networks in the fields of finance, financial planning, and financial investments; providing financial planning tools for financial advisors in the nature of an interactive platform being an internet website portal containing financial information to assist in managing and developing client relationships |
| Goods and Services | Providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; providing an online nondownloadable computer software platform using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; electronic conversion of data to generate pre-populated communications and forms between financial advisors and clients; providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients |
| 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 | Wednesday, December 20, 2023 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, December 20, 2023 |
| Primary Code | 036 |
| 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 | Wednesday, December 20, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Warmer Holdings LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pound Ridge, NY 10576 |
| Party Name | Warmer Holdings LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pound Ridge, NY 10576 |
| Event Date | Event Description |
| Monday, April 1, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, July 22, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, December 20, 2023 | NEW APPLICATION ENTERED |
| Wednesday, July 31, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, July 31, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, July 31, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 31, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 14, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 3, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 29, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, July 31, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, September 3, 2024 | PUBLISHED FOR OPPOSITION |