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Official data from USPTO

ORIGIN

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

ORIGIN

ST13

US500000099352160

Class

9, 36, 42

Filing

99352160

Registration

8228517

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

16

Latest update

04/28/2026

Trademark type

Word

Nice classes

9, 36, 42

Filing date

08/22/2025

Registration date

04/28/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

04/28/2026

Last transaction

04/28/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

2023-07-00

First use in commerce

2023-07-00

Drawing code

4

Owner type

03

Owner location

Boston, MA, US

Examiner

GARTNER, JOHN M

Law office

L20

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Blend Financial Inc.

Representatives

/Evan Brown/ Neal & McDevitt, LLC

Technical classification

Nice Classes

Class 9Class 36Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 9

Downloadable software for personal financial planningpersonal financial managementpersonalized investment insights based on user risk profiles and suitability questionnaires; downloadable software for users to create personalized plans for financial wellness; downloadable mobile and desktop applications for budgetingspend trackingmanaging subscriptionscash flow analysis; downloadable software for investment trackingincluding equitiesbondsretirement accountsthematic stock bundles; downloadable software for projecting net worthretirement readinesslife event modelingincluding educationhome purchasesfamily planning; downloadable software for estate planningpreparing wills and related documents; downloadable software using artificial intelligence (AI) for generating personalized budgetsforecastsrecommendations; downloadable software using generative artificial intelligence (AI) for providing real-time financial insights and personalized financial advice

Class 36

Personal financial planning and investment advisory services; financial consulting services using financial wellness tools to create personalized plans for financial wellness; providing a website featuring information in the field of financial wellness; financial management servicesbudgetingsavings planninginvestment trackingportfolio analysis; investment of funds for othersautomated index investingthematic stock bundle investinghigh-yield cash account services; financial forecasting servicesprojecting net worthcash flowretirement readiness; estate planning servicescreation and management of wills and estate planning documents; financial managementsubscription and bill monitoring services; AI-assisted financial planning and advisory services providing recommendations based on user-specific financial data

Class 42

Providing temporary use of onlinenon-downloadable software for personal financial planningpersonal financial managementpersonal investment planning; providing temporary use of onlinenon-downloadable software for users to access and view information on compensation and salaries; providing temporary use of onlinenon-downloadable software for users to create personalized plans for financial wellness; software as a service (SaaS) services featuring software for personal financial planningbudgetingforecastinginvestment tracking; providing temporary use of onlinenon downloadable software incorporating generative AI functionality for financial analysisinsightsplanning recommendations; providing temporary use of non-downloadable cloud-based software for consolidating user financial accounts and generating financial reports

Publications

History of USPTO decisions and trademark events.

16 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

04/28/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

04/28/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/10/2026

PUBO

PUBLISHED FOR OPPOSITION

03/10/2026

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/04/2026

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/11/2026

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/09/2026

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/09/2026

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/09/2026

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/14/2026

GNRT

NON-FINAL ACTION E-MAILED

01/14/2026

CNRT

NON-FINAL ACTION WRITTEN

01/14/2026

DOCK

ASSIGNED TO EXAMINER

01/07/2026

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/23/2025

MAFR

APPLICATION FILING RECEIPT MAILED

08/22/2025

NWAP

NEW APPLICATION ENTERED

08/22/2025

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