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Official data from USPTO

EXPLAINABLE PORTFOLIO MANAGEMENT

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

EXPLAINABLE PORTFOLIO MANAGEMENT

ST13

US500000099073145

Class

36

Filing

99073145

Registration

8247062

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

26

Latest update

05/05/2026

Trademark type

Word

Nice classes

36

Filing date

03/07/2025

Registration date

05/05/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/05/2026

Last transaction

05/05/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

02/12/2026

First use in commerce

02/12/2026

Drawing code

4

Owner type

03

Owner location

Delray Beach, FL, US

Examiner

CASE, LEIGH CAROLINE

Law office

M30

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

ASK2.AI, INC.

Representatives

Phouphanomketh Ditthavong DITTHAVONG, STEINER, & MLOTKOWSKI

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesanalysis and management of financial investment portfolios; providing information and analysis relating to financial investment decisions based on machine learning; financial investment analysis

Publications

History of USPTO decisions and trademark events.

26 publications found

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

05/05/2026

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

05/05/2026

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

04/08/2026

IUAA

USE AMENDMENT ACCEPTED

04/08/2026

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/25/2026

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/25/2026

ALIE

ASSIGNED TO LIE

03/25/2026

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

03/18/2026

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

03/05/2026

IUAF

USE AMENDMENT FILED

03/05/2026

EAAU

TEAS AMENDMENT OF USE RECEIVED

03/05/2026

XELG

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

12/19/2025

XELR

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

12/19/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

09/20/2025

GNRT

NON-FINAL ACTION E-MAILED

09/20/2025

CNRT

NON-FINAL ACTION WRITTEN

09/20/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

08/22/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

08/22/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

08/22/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

05/22/2025

GNRT

NON-FINAL ACTION E-MAILED

05/22/2025

CNRT

NON-FINAL ACTION WRITTEN

05/22/2025

DOCK

ASSIGNED TO EXAMINER

05/20/2025

MAFR

APPLICATION FILING RECEIPT MAILED

03/07/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/07/2025

NWAP

NEW APPLICATION ENTERED

03/07/2025

Continuous trademark protection

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