Serial Number
99616632
Owner
Mili Software, Inc.Attorney
Abhilipsa PandaFirst Use Date
Jan 4, 2024
Filing Date
Jan 27, 2026
MILI Trademark
Serial Number: 99616632
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Abhilipsa Panda Inventus Law, PC.
360 S Baywood Ave
San Jose, CA 95128
United States
Trademark Details
Filing Date
January 27, 2026
Registration Date
Not Registered
First Use Anywhere
January 4, 2024
First Use in Commerce
May 3, 2024
Goods & Services
Software as a service (SAAS) services featuring software for wealth management professionals incorporating artificial intelligence agents, namely, automated meeting note-taking and transcription; integration with CRM and financial planning software; client scheduling and calendar management; automated data updates across multiple platforms; workflow automation for client onboarding; prospect background research; compliance documentation and tracking; and digital marketing campaign management.