Legal Representation
Attorney
Kimberly Herman
USPTO Deadlines
Next Deadline
1508 days remaining
Section 71 Declaration Due (Principal Register 66a) (Based on registration date 20240213)
Due Date
February 13, 2030
Grace Period Ends
August 13, 2030
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
30 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jun 12, 2024 | EWAF | I | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | Loading... |
| Jun 12, 2024 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jun 12, 2024 | ECDR | I | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS | Loading... |
| Jun 12, 2024 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jun 12, 2024 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jun 11, 2024 | FINO | P | FINAL DECISION TRANSACTION PROCESSED BY IB | Loading... |
| May 15, 2024 | FICS | P | FINAL DISPOSITION NOTICE SENT TO IB | Loading... |
| May 15, 2024 | FIMP | P | FINAL DISPOSITION PROCESSED | Loading... |
| May 13, 2024 | FICR | P | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | Loading... |
| Feb 13, 2024 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Feb 13, 2024 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Nov 28, 2023 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Nov 28, 2023 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Nov 27, 2023 | GPNX | P | NOTIFICATION PROCESSED BY IB | Loading... |
| Nov 8, 2023 | OPNS | P | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | Loading... |
| Nov 8, 2023 | OP2R | P | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | Loading... |
| Nov 8, 2023 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Oct 24, 2023 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 19, 2023 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 19, 2023 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Sep 19, 2023 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jul 22, 2023 | RFNP | P | REFUSAL PROCESSED BY IB | Loading... |
| Jun 21, 2023 | RFCS | P | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | Loading... |
| Jun 20, 2023 | RFRR | P | REFUSAL PROCESSED BY MPU | Loading... |
| May 16, 2023 | RFCR | E | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | Loading... |
| May 15, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| May 1, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 23, 2022 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Sep 19, 2022 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 16, 2022 | REPR | M | SN ASSIGNED FOR SECT 66A APPL FROM IB | Loading... |
Detailed Classifications
Class 042
Platform as a service (PaaS) featuring computer software platforms for use in the field of financial services featuring financial portfolio modeling and automated rebalancing, integrated compliance management, and order management systems; software as a service (SaaS) provider in the field of financial asset and portfolio management, namely, software as a service (SAAS) services featuring software for managing financial assets and portfolios; providing temporary use of on-line non-downloadable software for wealth management; platform as a service (PaaS) featuring computer software platforms for use in the field of financial asset management, namely for managing financial assets and portfolios; platform as a service (PaaS) for computer software services, namely featuring computer software platforms for use in the field of financial services featuring financial portfolio modeling and automated rebalancing, integrated compliance management, and order management systems in the nature of managing orders
Classification
International Classes
042