Legal Representation
Attorney
Robert E. Smartschan
USPTO Deadlines
Application History
22 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 30, 2018 | ABN6 | S | ABANDONMENT - NO USE STATEMENT FILED | Loading... |
| Jul 30, 2018 | MAB6 | O | ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED | Loading... |
| Dec 23, 2017 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Dec 21, 2017 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Dec 21, 2017 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Dec 21, 2017 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Jun 27, 2017 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| May 2, 2017 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| May 2, 2017 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Apr 12, 2017 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Mar 30, 2017 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Mar 23, 2017 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 22, 2017 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 22, 2017 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 15, 2017 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Mar 2, 2017 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Sep 2, 2016 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 2, 2016 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Sep 2, 2016 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Aug 31, 2016 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 19, 2016 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
| May 19, 2016 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
Detailed Classifications
Class 036
Financial services, namely, investment advice, investment management, funds investment, investment consultation, financial planning, financial analysis, investment brokerage and investment of funds for others; financial services, namely, wealth management services; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; financial investment analysis and stock research; financial analysis namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing portfolio management services; financial portfolio management services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; financial portfolio management services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management services that uniquely combine asset class momentum, adaptive trend following and capture and utilization of market anomalies to give an optimal risk adjusted performance profile; financial portfolio management services utilizing a rule-based model to combine asset class momentum, adaptive trend following and capture and utilization of market anomalies in order to provide investors with upside value and downside protection
First Use Anywhere:
0
First Use in Commerce:
0
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"MARKET EFFECTS"