Legal Representation
Attorney
Thomas D. Bratschun
USPTO Deadlines
Next Deadline
20 days remaining
Section 8 & 9 (10-Year) Renewal Due (Based on registration date 2015-08-11)
Due Date
August 11, 2025
Grace Period Ends
February 11, 2026
Application History
23 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 11, 2024 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Nov 19, 2020 | NAS8 | E | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | Loading... |
| Nov 19, 2020 | 8.OK | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED | Loading... |
| Nov 19, 2020 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Sep 8, 2020 | ES8R | I | TEAS SECTION 8 RECEIVED | Loading... |
| Aug 11, 2020 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Aug 11, 2015 | R.SR | A | REGISTERED-SUPPLEMENTAL REGISTER | Loading... |
| Jul 3, 2015 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Jul 1, 2015 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jun 15, 2015 | CNTA | O | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | Loading... |
| Jun 15, 2015 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jun 15, 2015 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 15, 2015 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 15, 2015 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jun 10, 2015 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 10, 2015 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jun 10, 2015 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jan 6, 2015 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jan 6, 2015 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jan 6, 2015 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 6, 2015 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 26, 2014 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 23, 2014 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account billing, receivables tracking, revenue distribution and reporting, financial trading and stock borrowing compliance, margin and document management
First Use Anywhere:
Mar 31, 2011
First Use in Commerce:
Mar 31, 2011
Classification
International Classes
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"