AI ALPHA TECHNOLOGIES
LIVE

Serial Number

99747072

Owner

Global View IP Holdings, LLC

First Use Date

Feb 20, 2026

Filing Date

Apr 6, 2026

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AI ALPHA TECHNOLOGIES Trademark

Serial Number: 99747072

AI ALPHA TECHNOLOGIES is a trademark filed by Global View IP Holdings, LLC on April 6, 2026. The trademark is classified under Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

Global View IP Holdings, LLC (2 trademarks)

N14W23833 Stone Ridge Drive
Waukesha, WI 53188

Entity Type: 16

Nimblesoft INC

2243 Kityhawk Dr
Frisco, TX 75033

Entity Type: 03

CFG Partners, LLC (2 trademarks)

4851 LBJ Freeway
Dallas, TX 75244

Entity Type: 16

Trademark Details

Filing Date

April 6, 2026

Registration Date

Not Registered

First Use Anywhere

February 20, 2026

First Use in Commerce

February 20, 2026

Published for Opposition

August 18, 2026

Goods & Services

Software as a service (SAAS) services featuring software for services featuring non-downloadable software for use by financial advisors, portfolio managers, and institutional investors in financial portfolio construction and management, investment strategy selection, trade order management, tax-lot accounting, portfolio rebalancing, multi-custodial trade execution, and generation of portfolio performance and compliance reports, all delivered through a unified managed account (UMA) platform integrating advisor and client interfaces and trading systems.

Filing History

APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 21, 2026 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 15, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 15, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 15, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 13, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jul 13, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jul 13, 2026 CNRT
ASSIGNED TO EXAMINER
Jun 29, 2026 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Apr 24, 2026 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 24, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Apr 6, 2026 MAFR
NEW APPLICATION ENTERED
Apr 6, 2026 NWAP