Legal Representation
Attorney
Mark A. Paskar
USPTO Deadlines
Next Deadline
349 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20170124)
Due Date
January 24, 2027
Grace Period Ends
July 24, 2027
Application History
19 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 24, 2026 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Dec 1, 2025 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Dec 1, 2025 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Oct 9, 2024 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Feb 28, 2024 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Jul 7, 2023 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Jul 7, 2023 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Jul 7, 2023 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jan 12, 2023 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Jan 24, 2022 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Jan 24, 2017 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Nov 8, 2016 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Nov 8, 2016 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Oct 19, 2016 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Sep 23, 2016 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 17, 2016 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 14, 2016 | MPMK | E | NOTICE OF PSEUDO MARK E-MAILED | Loading... |
| Jun 13, 2016 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 9, 2016 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable mobile applications for use in customer relationship management (CRM), investor relationship management, and client reporting; Downloadable mobile applications for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management
First Use Anywhere:
Sep 12, 2014
First Use in Commerce:
Sep 12, 2014
Class 042
Providing temporary use of non-downloadable software for use in customer relationship management (CRM), investor relationship management, and client reporting; Providing temporary use of non-downloadable software for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management; Providing temporary use of non-downloadable software for client reporting, including client reporting and communication through use of a secure web portal; Providing temporary use of non-downloadable computer software for web site development
First Use Anywhere:
Jul 15, 2003
First Use in Commerce:
Jul 15, 2003
Additional Information
Pseudo Mark
BACK STOP
Classification
International Classes
009
042