Legal Representation
Attorney
Katherine L. McDaniel, Esq.
USPTO Deadlines
Next Deadline
In Grace Period
Section 8 Declaration Due (Principal Register) (Based on registration date 20190924)
Due Date
September 24, 2025
Grace Period Ends
March 24, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
22 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 24, 2024 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Oct 1, 2021 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 1, 2021 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Oct 1, 2021 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Sep 24, 2019 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jul 9, 2019 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 9, 2019 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 19, 2019 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jun 3, 2019 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 30, 2019 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| May 30, 2019 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 30, 2019 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| May 24, 2019 | ALIE | A | ASSIGNED TO LIE | Loading... |
| May 20, 2019 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| May 20, 2019 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| May 20, 2019 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Nov 27, 2018 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 27, 2018 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 27, 2018 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Nov 20, 2018 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Aug 8, 2018 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 6, 2018 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts
First Use Anywhere:
Nov 15, 2017
First Use in Commerce:
Nov 15, 2017
Classification
International Classes
042