Legal Representation
Attorney
Robert P Felber, Jr.
USPTO Deadlines
Next Deadline
1993 days remaining
Section 71 Declaration Due (Principal Register 66a) (Based on registration date 20250617)
Due Date
June 17, 2031
Grace Period Ends
December 17, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
19 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 17, 2025 | FICR | P | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | Loading... |
| Jun 17, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Jun 17, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Apr 29, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Apr 29, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Apr 23, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Mar 31, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 25, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 25, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 25, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Feb 15, 2025 | RFNT | P | REFUSAL PROCESSED BY IB | Loading... |
| Jan 27, 2025 | RFCS | P | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | Loading... |
| Jan 27, 2025 | RFRR | P | REFUSAL PROCESSED BY MPU | Loading... |
| Dec 27, 2024 | RFCR | E | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | Loading... |
| Dec 26, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Dec 20, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 16, 2024 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Sep 16, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 12, 2024 | REPR | M | SN ASSIGNED FOR SECT 66A APPL FROM IB | Loading... |
Detailed Classifications
Class 009
downloadable and/or recorded computer software for financial portfolio management; computer hardware; blank magnetic data carriers; data processing equipment; downloadable and/or recorded computer software for financial portfolio management; downloadable and/or recorded computer software for financial asset management; downloadable and/or recorded computer software for financial fund administration; downloadable and/or recorded computer software for database management; downloadable and/or recorded computer software for financial investment management; downloadable and/or recorded business performance management software; downloadable and/or recorded financial asset performance tool software; downloadable and/or recorded computer software for financial risk management; downloadable and/or recorded computer software for data protection compliance; downloadable and/or recorded computer software for regulatory compliance, advice and auditing; downloadable and/or recorded computer software for investment compliance advice and auditing; downloadable and/or recorded data warehouse and business intelligence computer software; downloadable and/or recorded computer software for environmental, social, and governance (ESG) data management; downloadable and/or recorded computer software for financial technology innovation, namely, software for investment management, investment operations and investment accounting; downloadable and/or recorded computer software for client reporting; downloadable and/or recorded computer software for fund and management reporting in the field of finance
Class 035
strategic business consultancy; information and data compiling and analyzing relating to business management; management and compilation of computerized databases; database management services; business management of data processing management; data processing services, systematization of data in computer databases and database management services; environmental, social, and governance (ESG) database management services; business records management
Class 036
financial portfolio management services; financial asset management services; financial risk management services; preparation of financial reports relating to submission of financial information to regulatory authorities; investment services, namely, investment operations services and investment accounting services; financial management of investment accounts
Class 042
design and updating of computer software; computer programming; installation and repair of computer software; computer software technical advice services; strategic and technical expert consultancy regarding computer software and hardware; programming of software for database management; software as a service [SaaS] services featuring software for client reporting, financial portfolio management, financial asset management, fund administration, database management, financial investment management, business performance management, financial asset performance services, financial risk management, data protection compliance, regulatory compliance and auditing; software as a service [SaaS] featuring software for investment compliance advice, auditing, data warehousing business intelligence management and consultancy, as well as environmental, social, and governance (ESG) data management and financial technology innovation in the nature of investment management, investment operations and investment accounting
Classification
International Classes
009
035
036
042