Legal Representation
Attorney
David Jackson
USPTO Deadlines
Next Deadline
358 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20210105)
Due Date
January 05, 2027
Grace Period Ends
July 05, 2027
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
50 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 5, 2026 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jan 5, 2026 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jan 5, 2026 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jan 5, 2026 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Jan 5, 2026 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jan 5, 2026 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Aug 6, 2025 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Jun 12, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jun 12, 2025 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jun 12, 2025 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jun 12, 2025 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Jun 12, 2025 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Apr 24, 2025 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Jul 18, 2023 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jul 18, 2023 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jul 18, 2023 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Aug 27, 2021 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Aug 27, 2021 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Aug 27, 2021 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Aug 27, 2021 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Aug 27, 2021 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jan 5, 2021 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Dec 1, 2020 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Nov 28, 2020 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Nov 27, 2020 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Nov 16, 2020 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Nov 24, 2020 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Nov 16, 2020 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Nov 17, 2020 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Nov 16, 2020 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Sep 24, 2020 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Nov 2, 2020 | NREV | E | NOTICE OF REVIVAL - E-MAILED | Loading... |
| Oct 31, 2020 | TPEX | I | SOU EXTENSION RECEIVED WITH TEAS PETITION | Loading... |
| Oct 31, 2020 | PETG | O | PETITION TO REVIVE-GRANTED | Loading... |
| Oct 31, 2020 | PROA | I | TEAS PETITION TO REVIVE RECEIVED | Loading... |
| Oct 26, 2020 | MAB6 | E | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | Loading... |
| Oct 26, 2020 | ABN6 | S | ABANDONMENT - NO USE STATEMENT FILED | Loading... |
| Mar 24, 2020 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Jan 28, 2020 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jan 28, 2020 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jan 8, 2020 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Dec 16, 2019 | I | PAPER RECEIVED | Loading... | |
| Dec 21, 2019 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jun 18, 2019 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jun 18, 2019 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 18, 2019 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jun 13, 2019 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 13, 2019 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jun 11, 2019 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jun 7, 2019 | ERSI | I | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | Loading... |
Detailed Classifications
Class 036
Automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investment management, investment brokerage, and money lending, integrated with algorithmic financial planning strategies; customized wealth management financial advice integrated with algorithmic financial planning strategies; customized money management financial advice integrated with algorithmic financial planning strategies
First Use Anywhere:
May 11, 2019
First Use in Commerce:
May 11, 2019
Classification
International Classes
036