Legal Representation
Attorney
Allison Strickland Ricketts, Esq.
USPTO Deadlines
Next Deadline
In Grace Period
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20150707)
Due Date
July 07, 2025
Grace Period Ends
January 07, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
35 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 23, 2025 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Oct 23, 2025 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Oct 23, 2025 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Oct 20, 2025 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jul 1, 2025 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Mar 28, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Mar 28, 2025 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Mar 28, 2025 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jul 7, 2024 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Sep 27, 2021 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Sep 27, 2021 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Sep 27, 2021 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jun 14, 2021 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Jul 7, 2020 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Dec 11, 2019 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Dec 11, 2019 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Apr 5, 2017 | CORV | 1 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED | Loading... |
| Jan 31, 2017 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jul 7, 2015 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Apr 21, 2015 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Apr 21, 2015 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Apr 1, 2015 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Mar 17, 2015 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Mar 16, 2015 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Feb 23, 2015 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Feb 23, 2015 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Feb 23, 2015 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Feb 23, 2015 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Feb 23, 2015 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jan 7, 2015 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jan 7, 2015 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jan 7, 2015 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Dec 15, 2014 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 13, 2014 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 6, 2014 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Providing automated and customized personal financial management services, namely, user-directed management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting; Financial services, namely, investment advisory services; securities brokerage services; online financial planning services; online financial valuations, information, research and investment recommendations
First Use Anywhere:
Sep 1, 2014
First Use in Commerce:
Sep 1, 2014
Class 042
Providing on-line, non-downloadable, interactive software for managing investments; Providing on-line, non-downloadable, interactive software and applications for use in financial planning and management of investments and retirement savings
First Use Anywhere:
Sep 1, 2014
First Use in Commerce:
Sep 1, 2014
Classification
International Classes
036
042