Legal Representation
Attorney
Rochelle D. Alpert
USPTO Deadlines
Application History
40 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 25, 2022 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Oct 25, 2022 | MAB2 | O | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | Loading... |
| Oct 25, 2022 | MAB2 | E | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | Loading... |
| Apr 8, 2022 | CPRA | R | PRIORITY ACTION WRITTEN | Loading... |
| Apr 8, 2022 | GPRA | O | PRIORITY ACTION E-MAILED | Loading... |
| Apr 8, 2022 | GPRN | O | NOTIFICATION OF PRIORITY ACTION E-MAILED | Loading... |
| Mar 8, 2022 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Mar 7, 2022 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Mar 7, 2022 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Mar 7, 2022 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jan 27, 2022 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jan 27, 2022 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jan 24, 2022 | ERSI | I | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | Loading... |
| Jul 29, 2021 | CNSI | R | SUSPENSION INQUIRY WRITTEN | Loading... |
| Jul 29, 2021 | GNSI | S | INQUIRY TO SUSPENSION E-MAILED | Loading... |
| Jul 29, 2021 | GNS2 | O | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED | Loading... |
| Jul 22, 2021 | RCCK | S | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | Loading... |
| Sep 30, 2020 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| Sep 30, 2020 | GNSL | S | LETTER OF SUSPENSION E-MAILED | Loading... |
| Sep 30, 2020 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Sep 16, 2020 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Sep 16, 2020 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 9, 2020 | ERSI | I | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | Loading... |
| Aug 25, 2020 | CNSI | R | SUSPENSION INQUIRY WRITTEN | Loading... |
| Aug 25, 2020 | GNSI | S | INQUIRY TO SUSPENSION E-MAILED | Loading... |
| Aug 25, 2020 | GNS2 | O | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED | Loading... |
| Aug 19, 2020 | RCCK | S | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | Loading... |
| Feb 18, 2020 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| Feb 18, 2020 | GNSL | S | LETTER OF SUSPENSION E-MAILED | Loading... |
| Feb 18, 2020 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Jan 28, 2020 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jan 28, 2020 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jan 23, 2020 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jan 13, 2020 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jul 13, 2019 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 13, 2019 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 13, 2019 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 12, 2019 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 16, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 3, 2019 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable computer software in the field of wealth management, namely, applications for smartphones, tablets and computers for authorizing access to databases, monitoring and analyzing financial and asset accounts and portfolios and for transmitting data and information between wealth advisors and clients; Downloadable enterprise software for database management in the fields of wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence; Downloadable integration software to integrate different wealth management applications and data sources with each other to consolidate data and format data for consolidated presentation of data in the field of wealth management; Downloadable business intelligence software to aggregate, analyse and visualize data for client intelligence in the field of wealth management
First Use Anywhere:
0
First Use in Commerce:
0
Class 042
Software-as-a-service (SAAS) services featuring software for monitoring, aggregating, analyzing and transmitting financial information in the field of wealth management; Software design services for others; Software customization services for others; Software integration services, namely, integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data
First Use Anywhere:
0
First Use in Commerce:
0
Classification
International Classes
009
042