Legal Representation
Attorney
Dyan Finguerra-DuCharme
USPTO Deadlines
Next Deadline
334 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20201117)
Due Date
November 17, 2026
Grace Period Ends
May 17, 2027
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
28 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 17, 2025 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Nov 17, 2020 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Oct 15, 2020 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Oct 14, 2020 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Oct 8, 2020 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Oct 8, 2020 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Oct 8, 2020 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Oct 8, 2020 | SNEA | W | SU-EXAMINER'S AMENDMENT WRITTEN | Loading... |
| Mar 23, 2020 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Mar 23, 2020 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| Mar 23, 2020 | CNRT | W | SU - NON-FINAL ACTION - WRITTEN | Loading... |
| Mar 20, 2020 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Mar 2, 2020 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Mar 19, 2020 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Mar 2, 2020 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Sep 3, 2019 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | 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... |
| May 30, 2019 | ALIE | A | ASSIGNED TO LIE | Loading... |
| May 15, 2019 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 3, 2019 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| May 3, 2019 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 3, 2019 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 3, 2019 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| May 3, 2019 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 1, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Apr 16, 2019 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
On-line non-downloadable software for use by financial advisors for analyzing and assessing investors' risk tolerance, financial goals and objectives and creating, formulating and providing matching personalized asset allocation analysis, personalized income plans and investment portfolio advice and proposals; temporary use of on-line non-downloadable computer software, web-based software applications, platform as a service (PAAS) featuring computer software platforms for use by financial advisors for analyzing and assessing investors' risk tolerance, financial goals and objectives and creating, formulating and providing matching personalized asset allocation analysis, personalized income plans and investment portfolio advice and proposals; software as a service (SAAS) featuring software for use by financial advisors for analyzing and assessing investors' risk tolerance, financial goals and objectives and creating, formulating and providing matching personalized asset allocation analysis, personalized income plans and investment portfolio advice and proposals
First Use Anywhere:
Jul 20, 2019
First Use in Commerce:
Jul 20, 2019
Additional Information
Pseudo Mark
SET INCOME
Classification
International Classes
042