ORIGIN AI ADVISOR - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
99352192
Word Mark
ORIGIN AI ADVISOR
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2025-08-22
Filing Date
2025-08-22
Mark Drawing
4 - Standard character mark
Attorney Name
Statements
Goods and Services
Downloadable software for personal financial planning, personal financial management, and personalized 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 budgeting, spend tracking, managing subscriptions, and cash flow analysis; downloadable software for investment tracking, including equities, bonds, retirement accounts, and thematic stock bundles; downloadable software for projecting net worth, retirement readiness, and life event modeling (including education, home purchases, and family planning); downloadable software for estate planning, namely, preparing wills and related documents; AI-powered software for generating personalized budgets, forecasts, and recommendations; generative AI assistant software for providing real-time financial insights and personalized financial advice
Goods and Services
Personal financial planning and investment advisory services; financial consulting services, namely, providing financial wellness tools to create personalized plans for financial wellness; providing a website featuring educational information in the field of financial wellness and financial education; financial management services, namely, budgeting, savings planning, investment tracking, and portfolio analysis; investment services, namely, automated index investing, thematic stock bundle investing, and high-yield cash account services; financial forecasting services, namely, projecting net worth, cash flow, and retirement readiness; estate planning services, namely, creation and management of wills and estate planning documents; subscription and bill monitoring services; AI-assisted financial planning and advisory services providing recommendations based on user-specific financial data
Goods and Services
Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to access and view information on compensation and salaries; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; software as a service (SaaS) featuring software for personal financial planning, budgeting, forecasting, and investment tracking; AI technology services, namely, providing generative AI functionality for financial analysis, insights, and planning recommendations; cloud-based software for consolidating user financial accounts and generating financial reports
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2025-08-22
Primary Code
009
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2025-08-22
Primary Code
036
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2025-08-22
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Evan Brown Neal & McDevitt, LLC
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 7645676 |
| Prior Registration | 7645677 |
Trademark Events
| Event Date | Event Description |
| 2025-08-22 | NEW APPLICATION ENTERED |
| 2025-08-22 | APPLICATION FILING RECEIPT MAILED |
