AURIA

What this means for you

Registered since 16 Jun 2026. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 16 Jun 2032: the §8 declaration of use).

Record

Serial number

98786381

Registration number

8306681

Mark type

Word mark

Filed

04 Oct 2024

Published for opposition

27 May 2025

Registered

16 Jun 2026

Next maintenance filing

§8 declaration of use, due by 16 Jun 2032 (grace period to 16 Dec 2032)

Attorney of record

Lisa B. Lane

Goods and services

• Class 042 — Scientific and technological services: Software as a service (SaaS) featuring software for portfolio and data management for use by financial advisors and wealth managers; Software as a service (SaaS) featuring software for assisting financial advisors and wealth managers with client relationship management, investment management, document management, investment reporting, aggregation, portfolio analytics, business intelligence, financial planning and accounting

Owner

• yHLsoft, Inc., Lisle, IL, US
• yHLsoft, Inc., Lisle, IL, US
• yHLsoft, Inc., Lisle, IL, US

Prosecution history

• 16 Jun 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
• 16 Jun 2026 — REGISTERED-PRINCIPAL REGISTER
• 27 May 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
• 27 May 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
• 11 May 2026 — STATEMENT OF USE PROCESSING COMPLETE
• 23 Dec 2025 — USE AMENDMENT FILED
• 10 May 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
• 23 Dec 2025 — TEAS STATEMENT OF USE RECEIVED
• 22 Jul 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 27 May 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 27 May 2025 — PUBLISHED FOR OPPOSITION
• 21 May 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 28 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 25 Apr 2025 — EXAMINER'S AMENDMENT ENTERED
• 25 Apr 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED