WARMER Trademark

Trademark Overview

On Wednesday, December 20, 2023, a trademark application was filed for WARMER with the United States Patent and Trademark Office. The USPTO has given the WARMER trademark a serial number of 98324152. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, December 20, 2023. This trademark is owned by Warmer Holdings LLC. The WARMER trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

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

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 containing information to assist in managing and developing client relationships

nondownloadable 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; nondownloadable 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...
warmer

General Information

Serial Number98324152
Word MarkWARMER
Filing DateWednesday, December 20, 2023
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, December 20, 2023
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 Servicesdownloadable 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 Servicesfinancial 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 containing information to assist in managing and developing client relationships
Goods and Servicesnondownloadable 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; nondownloadable 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; nondownloadable 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

Classification Information

International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateWednesday, December 20, 2023
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, December 20, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
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 DateWednesday, December 20, 2023
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameWarmer Holdings LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPound Ridge, NY 10576

Trademark Events

Event DateEvent Description
Wednesday, December 20, 2023NEW APPLICATION ENTERED
Monday, April 1, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Related Keywords

warmer financial intelligence client artificial using software management data relationship planning