WHEN PERSONAL FINANCIAL INFORMATION MEETS AI, MAGIC CAN HAPPEN Trademark
Trademark Overview
On Tuesday, May 19, 2026, a trademark application was filed for WHEN PERSONAL FINANCIAL INFORMATION MEETS AI, MAGIC CAN HAPPEN with the United States Patent and Trademark Office. The USPTO has given the WHEN PERSONAL FINANCIAL INFORMATION MEETS AI, MAGIC CAN HAPPEN trademark a serial number of 99833702. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, May 19, 2026. This trademark is owned by Veru 365. The WHEN PERSONAL FINANCIAL INFORMATION MEETS AI, MAGIC CAN HAPPEN trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial planning, literacy and to coordinate and monitor
financial and banking services; Software as a service (SAAS) services featuring software for client engagement and lead generation for financial institutions; Software as a service (SAAS) services featuring software using retrieval-augmented generation (RAG) for
investment education. planning and investmentproviding personalized financial planning and
investment education.; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for client engagement in financial industry
General Information
| Serial Number | 99833702 |
| Word Mark | WHEN PERSONAL FINANCIAL INFORMATION MEETS AI, MAGIC CAN HAPPEN |
| Filing Date | Tuesday, May 19, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, May 19, 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 using artificial intelligence (AI) for financial planning, literacy and to coordinate and monitor
financial and banking services; Software as a service (SAAS) services featuring software for client engagement and lead generation for financial institutions; Software as a service (SAAS) services featuring software using retrieval-augmented generation (RAG) for
investment education. planning and investmentproviding personalized financial planning and
investment education.; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for client engagement in financial industry |
| Pseudo Mark | WHEN PERSONAL FINANCIAL INFORMATION MEETS ARTIFICIAL INTELLIGENCE MAGIC CAN HAPPEN |
| Pseudo Mark | WHEN PERSONAL FINANCIAL INFORMATION MEETS AI MAGIC CAN HAPPEN |
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 | Tuesday, May 19, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, May 4, 2026 |
| First Use In Commerce Date | Monday, May 4, 2026 |
Trademark Owner History
| Party Name | Veru 365 |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | North Salt Lake, UT 84054
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 19, 2026 | NEW APPLICATION ENTERED |
| Tuesday, May 19, 2026 | APPLICATION FILING RECEIPT MAILED |
