Legal Representation
Attorney
Dyan Finguerra-DuCharme
USPTO Deadlines
Next Deadline
2385 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20120626)
Due Date
June 26, 2032
Grace Period Ends
December 26, 2032
Application History
50 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 31, 2022 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Dec 31, 2022 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Dec 31, 2022 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Dec 31, 2022 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jun 14, 2022 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Nov 9, 2021 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Nov 9, 2021 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Nov 9, 2021 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Nov 9, 2021 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Nov 9, 2021 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jun 26, 2021 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Oct 3, 2018 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Mar 4, 2018 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Mar 4, 2018 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Mar 4, 2018 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Feb 21, 2018 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Jun 26, 2017 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Jun 8, 2016 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Feb 3, 2016 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| May 7, 2014 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Aug 14, 2013 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Jun 26, 2012 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| May 23, 2012 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| May 22, 2012 | REGV | O | LAW OFFICE REGISTRATION REVIEW COMPLETED | Loading... |
| May 17, 2012 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Apr 27, 2012 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Apr 4, 2012 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Apr 25, 2012 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Apr 4, 2012 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Dec 27, 2011 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Nov 1, 2011 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Nov 1, 2011 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Sep 27, 2011 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Sep 26, 2011 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Sep 13, 2011 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 13, 2011 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Sep 13, 2011 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Sep 13, 2011 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Sep 13, 2011 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Sep 3, 2011 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| Sep 3, 2011 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| Sep 3, 2011 | CNFR | R | FINAL REFUSAL WRITTEN | Loading... |
| Aug 8, 2011 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jul 20, 2011 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jul 20, 2011 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jul 20, 2011 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Feb 22, 2011 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Feb 22, 2011 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Feb 22, 2011 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Feb 17, 2011 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
Detailed Classifications
Class 036
Financial services in the nature of providing a multi-functional intranet site, for use exclusively by investment adviser representatives, to facilitate the processing of managed accounts by providing generation of investment proposals, managing financial portfolio accounts, rebalancing portfolios, and maintaining information associated with financial accounts
First Use Anywhere:
20110600
First Use in Commerce:
20110600
Additional Information
Pseudo Mark
SMART WORKS ADVISOR
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"ADVISER"