Legal Representation
Attorney
Michael R. Friscia
USPTO Deadlines
Next Deadline
438 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20170314)
Due Date
March 14, 2027
Grace Period Ends
September 14, 2027
Application History
41 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 13, 2023 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Sep 13, 2023 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Sep 13, 2023 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Mar 14, 2023 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Mar 14, 2022 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Aug 30, 2018 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jun 26, 2018 | A7OK | O | AMENDMENT UNDER SECTION 7 - PROCESSED | Loading... |
| Jun 12, 2018 | EROP | I | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | Loading... |
| Dec 12, 2017 | PRAM | O | POST REGISTRATION ACTION MAILED - SEC. 7 | Loading... |
| Dec 11, 2017 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Dec 1, 2017 | WDRL | S | OTQR WITHDRAWAL FROM PUBLICATION | Loading... |
| Nov 8, 2017 | A7OK | O | AMENDMENT UNDER SECTION 7 - PROCESSED | Loading... |
| Aug 28, 2017 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Aug 8, 2017 | ES7R | I | TEAS SECTION 7 REQUEST RECEIVED | Loading... |
| Aug 8, 2017 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Aug 7, 2017 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Aug 7, 2017 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Mar 14, 2017 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Feb 7, 2017 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Feb 5, 2017 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Feb 2, 2017 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Jan 9, 2017 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Jan 26, 2017 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Jan 9, 2017 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Dec 16, 2016 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Dec 14, 2016 | EX2G | S | SOU EXTENSION 2 GRANTED | Loading... |
| Dec 14, 2016 | EXT2 | S | SOU EXTENSION 2 FILED | Loading... |
| Dec 14, 2016 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Dec 14, 2016 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jun 17, 2016 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Jun 15, 2016 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Jun 15, 2016 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Jun 15, 2016 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Dec 15, 2015 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Oct 20, 2015 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Oct 20, 2015 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Sep 30, 2015 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Sep 11, 2015 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 10, 2015 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 5, 2015 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 3, 2015 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Computer software for use in performing business administration functions; computer software for use in managing corporate human resources functions; computer software for use in managing corporate human resources processes; computer software for use in the management of financial transactions, financial planning and financial management; computer software for use in performing bookkeeping; computer software for use in conducting and managing corporate audits; computer software for use in conducting and managing financial audits; computer software for use in conducting and managing inventory audits; computer software for use in providing accounting services; computer software for use in conducting tax analysis; computer software for use in the facilitation of proper planning for the design, development, implementation and maintenance of computer and information systems; digital publications, namely, downloadable manuals in the fields of accounting practice management, tax advisory services, audit and assurance services, financial statistics and human resources management
First Use Anywhere:
Oct 26, 2015
First Use in Commerce:
Oct 26, 2015
Class 035
Accounting services; advisory and consulting services in the field of accounting; account and business auditing services; business administration services; business acquisition and merger consultation; tax preparation; tax advisory services, namely, tax compliance and consultation services; bookkeeping services; wealth management services, namely, financial records management; business management consulting services; business risk management consulting services; government management consulting services, namely, providing information in the field of government affairs; advice relating to the organization and management of business, namely, assisting and advising others on the organization and management of businesses or business management of trading functions of commercial or industrial companies; economic forecasting and analysis, namely, economic research in the attainment of benefits, business interruption and loss determination for cost assessment services; employment counseling and recruiting; accounting practice management consulting services; human resources management consulting services; personnel placement and recruitment services; tax and taxation planning, advice, information and consultancy services; assurance services, namely, review, preparation and analysis of financial and non-financial information for others, namely, financial statement audits, accounting compliance reviews, financial accounting advisory services and fraud investigation and dispute resolution services; information, consultancy and advisory services relating to the aforesaid
First Use Anywhere:
Oct 26, 2015
First Use in Commerce:
Oct 26, 2015
Class 036
Financial services, namely, financial management services, financial planning services, financial portfolio management services, financial forecasting services, financial guarantee and surety services, financial research, analysis and consultation services, and financial information provided by electronic means; advisory and consultancy services in the field of financial services; financial planning and investment advisory and management services; insurance consultation and advisory services; insurance consultation, namely, providing advice relating to insurance issues; actuarial services; research in the attainment of insurance and employee benefits, business interruption and loss determination; real estate investment services; financing services; individual retirement account services; general securities brokerage and investment banking services; consulting services in the field of employee benefits concerning insurance, finance and financial compensation programs; advice relating to the organization and management of business, namely, assisting and advising others on management of financial trading functions of commercial or industrial companies; information, consultancy and advisory services relating to the aforesaid; sales tax consultation services, namely, providing advice to entities on automation of software and reporting functions for calculation, collection and payment of sales tax; wealth management services; financial consultancy and insurance consultancy, namely, evaluation of insurance products for wealth management planning; information, consultancy and advisory services relating to the aforesaid * and not software, computer systems or services in relation to the evaluation and management of property casualty risks, catastrophic risks, weather related risks, terrorism risks, mortality and longevity risks for insurance, reinsurance and insurance portfolio management *
First Use Anywhere:
Oct 26, 2015
First Use in Commerce:
Oct 26, 2015
Class 038
Providing access to accounting practice management tools, accounting functional tools and human resource management tools via a website on a global computer network; providing access to computer software for use in accounting practice management, functional services and human resources management over a global computer network
First Use Anywhere:
Oct 26, 2015
First Use in Commerce:
Oct 26, 2015
Class 041
Educational services, namely, providing training, seminars, educational conferences and international meetings, all in the field of accounting, financial management, financial planning, financial portfolio management, financial forecasting, financial guarantee and surety, and financial research, analysis and consultation
First Use Anywhere:
Oct 26, 2015
First Use in Commerce:
Oct 26, 2015
Class 042
Computer services; custom design and development of computer hardware, software and computer systems for others; consulting services in the field of computer based information systems for businesses and government; consulting services in the field of identification, prioritization, analysis, design, development and implementation of computer-based information systems for insurance and other financial services businesses and other industries; technical consulting services and assistance with computer-based information systems and components thereof; IT and information security consulting services, namely, providing IT and electronic security advisory services and IT and electronic security risk management to banks and other financial institutions; conducting IT security audits; IT consultation in the fields of risk assessment, IT and electronic information security, IT and electronic business information continuity and disaster recovery preparedness, IT and electronic information internal audit and audit planning; computer assurance services relating to the development of security systems and contingency planning for information systems; information, consultancy and advisory services relating to the aforesaid; providing temporary use of online non-downloadable computer software that allows the user to access a centralized document management and employee communication portal designed specifically for use by community banks and credit unions; Providing temporary use of online non-downloadable software and applications for email, calendaring, and document management; Providing temporary use of online non-downloadable computer program for meeting and event scheduling, managing group calendars, task delegation and reporting, recording notes, transferring data to and from data bases and to and from computer programs and computer files; providing temporary use of online non-downloadable computer software for managing addresses; information, consultancy and advisory services relating to the aforesaid * and not software, computer systems or services in relation to the evaluation and management of property casualty risks, catastrophic risks, weather related risks, terrorism risks, mortality and longevity risks for insurance, reinsurance and insurance portfolio management *
First Use Anywhere:
Oct 26, 2015
First Use in Commerce:
Oct 26, 2015
Class 045
Litigation support services in the nature of investigative audits and financial analysis; litigation support services in economics, accounting and finance, namely, investigative audits and financial analyses; tax advisory services, namely, tax compliance consulting relating to compliance with federal, state, and foreign tax laws and regulations, information, consultancy and advisory services relating to the aforesaid; representation of clients in tax matters before tax authorities; information, consultancy and advisory services relating to the aforesaid
First Use Anywhere:
Oct 26, 2015
First Use in Commerce:
Oct 26, 2015
Additional Information
Other
In the statement, line 55 after the word "aforesaid", and not software, computer systems or services in relation to the evaluation and management of property casualty risks, catastrophic risks, weather related risks, terrorism risks, mortality and longevity risks for insurance, reinsurance and insurance portfolio management is inserted. In the statement, line 89 after the word "aforesaid", and not software, computer systems or services in relation to the evaluation and management of property casualty risks, catastrophic risks, weather related risks, terrorism risks, mortality and longevity risks for insurance, reinsurance and insurance portfolio management is inserted.
Classification
International Classes
009
035
036
038
041
042
045