Legal Representation
Attorney
Robert B. Burlingame
USPTO Deadlines
Application History
18 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 15, 2025 | OPNS | P | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | Loading... |
| Oct 15, 2025 | OPNR | P | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB | Loading... |
| Jul 20, 2025 | RCSC | S | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | Loading... |
| Jan 13, 2025 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| Jan 13, 2025 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Jan 13, 2025 | GNSL | F | LETTER OF SUSPENSION E-MAILED | Loading... |
| Dec 19, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Dec 19, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Dec 19, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Oct 19, 2024 | RFNT | P | REFUSAL PROCESSED BY IB | Loading... |
| Sep 27, 2024 | RFRR | P | REFUSAL PROCESSED BY MPU | Loading... |
| Sep 27, 2024 | RFCS | P | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | Loading... |
| Sep 25, 2024 | RFCR | E | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | Loading... |
| Sep 24, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 23, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 22, 2024 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| May 22, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 16, 2024 | REPR | M | SN ASSIGNED FOR SECT 66A APPL FROM IB | Loading... |
Detailed Classifications
Class 009
Recorded or downloadable computer software in the nature of investment management software that enables users to make and manage financial investments; none of the aforesaid for corporate finance advisory, stock exchange and capital markets services, or the provision of a market for the raising of capital or the trading of financial instruments, securities, shares, options or other derivatives products.
Class 036
Financial services, namely, wealth management, investment management, capital investment, capital investment consulting, distribution of capital investments, investment advisory services, and asset and investment acquisition, consultation, advisory and development of investments and intellectual property assets; all of the foregoing in connection with investment management; none of the aforesaid for corporate finance advisory, stock exchange and capital markets services, or the provision of a market for the raising of capital or the trading of financial instruments, securities, shares, options or other derivatives products.
Classification
International Classes
009
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"INVESTMENT MANAGERS"