Legal Representation
Attorney
Ann K. Ford
USPTO Deadlines
Application History
38 eventsDate | Code | Type | Description | Documents |
---|---|---|---|---|
Jun 21, 2021 | ABN6 | S | ABANDONMENT - NO USE STATEMENT FILED | Loading... |
Jun 21, 2021 | MAB6 | E | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | Loading... |
Dec 10, 2020 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
Dec 9, 2020 | EX5G | S | SOU EXTENSION 5 GRANTED | Loading... |
Nov 23, 2020 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
Nov 12, 2020 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
Nov 12, 2020 | EXT5 | S | SOU EXTENSION 5 FILED | Loading... |
May 14, 2020 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
May 12, 2020 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
May 12, 2020 | EXT4 | S | SOU EXTENSION 4 FILED | Loading... |
May 12, 2020 | EX4G | S | SOU EXTENSION 4 GRANTED | Loading... |
Nov 19, 2019 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
Nov 15, 2019 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
Nov 15, 2019 | EXT3 | S | SOU EXTENSION 3 FILED | Loading... |
Nov 15, 2019 | EX3G | S | SOU EXTENSION 3 GRANTED | Loading... |
May 17, 2019 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
May 15, 2019 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
May 15, 2019 | EXT2 | S | SOU EXTENSION 2 FILED | Loading... |
May 15, 2019 | EX2G | S | SOU EXTENSION 2 GRANTED | Loading... |
Nov 17, 2018 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
Nov 15, 2018 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
Nov 15, 2018 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
Nov 15, 2018 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
Nov 14, 2018 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
May 15, 2018 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
Mar 20, 2018 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
Mar 20, 2018 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
Feb 28, 2018 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
Feb 5, 2018 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
Feb 1, 2018 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
Jan 31, 2018 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
Jan 31, 2018 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
Jan 19, 2018 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
Jan 19, 2018 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
Jan 19, 2018 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
Jan 16, 2018 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
Oct 12, 2017 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
Oct 9, 2017 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
banking services; checking and savings account services; bill payment services, namely, payment administration; bank card, debit card and electronic payment card services, namely, debit card transaction processing services, and automated teller machine transaction processing services; money transmission services, namely, electronic transfer of money; mortgage lending services; financing of loans; arranging and provision of loans; financial investment brokerage and financial investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, derivatives, warrants, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; providing web-based, automated and customized personal financial management services, namely, management of personal financial accounts and investments, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; online financial advisory services in the nature of automated financial robo-advisory services; online financial management services in the nature of automated robo-wealth management and portfolio management and rebalancing; end-point investor services, namely, capital investment and investment of funds; investment consultancy and management and financial portfolio management; individual retirement account services; investment consultation services in the area of investment risk assessment
First Use Anywhere:
0
First Use in Commerce:
0
Class 042
software as a service (SAAS) services featuring computer software for use in on-line trading of securities, portfolio management, and investment management in the fields of finance and investments; software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis and portfolio management, monitoring, risk-appetite assessment, and rebalancing activities, all in the fields of finance, investments, and wealth management; software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; software as a service (SAAS) services featuring software for communicating directly with financial services professionals and end-point investors
First Use Anywhere:
0
First Use in Commerce:
0
Classification
International Classes
036
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"WEALTH"