FINADVISOR
Live / Allowed — Publication / registration review complete (as of 22 Oct 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 03 Jun 2026 filing date already counts against anyone who files later.
Record
- Serial number
- 99862746
- Mark type
- Word mark
- Filed
- 03 Jun 2026
- Registered
- 10 Nov 2026
- Next maintenance filing
- §8 declaration of use, due by 10 Nov 2032 (grace period to 10 May 2033)
Goods and services
- Class 036 — Insurance and financial services: On-line financial planning services; Financial planning and investment advisory services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software using artificial intelligence (AI) for personal financial management, investment analysis, tax optimization, and budgeting; Software as a service (SAAS) services featuring software for personal financial management and financial planning
Owner
- FinAdvisor Technologies Inc, Chelmsford, MA, US
Prosecution history
- 14 Oct 2026 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 13 Oct 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 13 Oct 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 13 Oct 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 13 Oct 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 13 Oct 2026 — FINAL REFUSAL E-MAILED
- 13 Oct 2026 — FINAL REFUSAL WRITTEN
- 09 Oct 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 09 Oct 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 09 Oct 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 09 Oct 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 09 Oct 2026 — NON-FINAL ACTION E-MAILED
- 09 Oct 2026 — NON-FINAL ACTION WRITTEN
- 09 Oct 2026 — ASSIGNED TO EXAMINER
- 08 Oct 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED