| Serial Number | 99143193 |
| Word Mark | ZAI |
| Filing Date | Thursday, April 17, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Thursday, September 11, 2025 |
| 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 |
| Goods and Services | Downloadable mobile applications for financial planning and wealth management.; Downloadable database management software for financial advisors.; Downloadable software for financial education, planning, advice and goal tracking. |
| Goods and Services | Investment management; Financial advisory services rendered using artificial intelligence (AI); Financial planning and investment advisory services |
| Goods and Services | Operating on-line marketplaces featuring investment products and services of third-party financial advisors.; Business consulting, management, and planning services in the field of finance.; Promoting the sale of goods and services of others by online marketplaces.; Analyzing and compiling business data for financial services. |
| Goods and Services | Development, updating and maintenance of software and database systems; Providing temporary use of non-downloadable cloud-based software for financial information management.; Providing temporary use of online non-downloadable simulation software for modeling financial planning.; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for financial planning and analysis. |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 17, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Thursday, April 17, 2025 |
| 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 | Thursday, April 17, 2025 |
| 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 | Thursday, April 17, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Westlake Village, CA 91362 |
| Event Date | Event Description |
| Thursday, April 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, April 17, 2025 | NEW APPLICATION ENTERED |
| Tuesday, August 26, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 11, 2025 | ASSIGNED TO EXAMINER |