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Official data from USPTO

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Active USPTO registrationType: WordOffice: US

Quick snapshot

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ST13

US500000098948751

Class

35, 42

Filing

98948751

Registration

7946100

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

9

Latest update

09/17/2025

Trademark type

Word

Nice classes

35, 42

Filing date

01/09/2025

Registration date

09/16/2025

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

09/16/2025

Last transaction

09/17/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

2024-03-00

First use in commerce

2024-03-00

Drawing code

4

Owner type

03

Owner location

Wilmington, DE

Examiner

SWAIN, MICHELE

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Diligence Fund Distributors Inc.

Representatives

Patrick J. Gallagher BARNES & THORNBURG LLP

Technical classification

Nice Classes

Class 35Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Online matching services for connecting financial advisorswealth managersfund managersfinancial planners for the purpose of facilitating business relationships; business intermediary services relating to the matching of financial advisorswealth managersfund managersfinancial planners for the purpose of facilitating business relationships

Class 42

Providing temporary use of online non-downloadable computer software for connecting financial advisorswealth managersfund managersfinancial planners for the purpose of facilitating business relationships; software as a service (SAAS) services featuring software for connecting financial advisorswealth managersfund managersfinancial planners for the purpose of facilitating business relationships; platform as a service (PAAS) featuring computer software platforms for connecting financial advisorswealth managersfund managersfinancial planners for the purpose of facilitating business relationships; data as a service (DAAS) featuring software for connecting financial advisorswealth managersfund managersfinancial planners for the purpose of facilitating business relationships; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for connecting financial advisorswealth managersfund managersfinancial planners for the purpose of facilitating business relationships; Providing temporary use of online non-downloadable software for use in data analytics and business analytics and for use in data collectiondata aggregationdata unificationdata visualization; software as a service (SAAS) services featuring software for use in data analytics and business analytics and for use in data collectiondata aggregationdata unificationdata visualization; platform as a service (PAAS) featuring computer software platforms for use in data analytics and business analytics and for use in data collectiondata aggregationdata unificationdata visualization; data as a service (DAAS) featuring software for use in data analytics and business analytics and for use in data collectiondata aggregationdata unificationdata visualization; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use in data analytics and business analytics and for use in data collectiondata aggregationdata unificationdata visualization; Computer consulting services in the fields of enterprise analyticsdata collaboration and content management solutions for others

Publications

History of USPTO decisions and trademark events.

9 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

09/16/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

09/16/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

07/29/2025

PUBO

PUBLISHED FOR OPPOSITION

07/29/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

07/23/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/24/2025

DOCK

ASSIGNED TO EXAMINER

06/18/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/06/2025

NWAP

NEW APPLICATION ENTERED

01/09/2025

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