Legal Representation
Attorney
Scott E. Benfield
USPTO Deadlines
Next Deadline
259 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20201027)
Due Date
October 27, 2026
Grace Period Ends
April 27, 2027
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
23 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 27, 2025 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Aug 17, 2022 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Aug 17, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Aug 17, 2022 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Aug 17, 2022 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Aug 17, 2022 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Oct 13, 2021 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Oct 27, 2020 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Aug 11, 2020 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Aug 11, 2020 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 22, 2020 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jul 6, 2020 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jun 8, 2020 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 8, 2020 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jun 8, 2020 | ALIE | A | ASSIGNED TO LIE | Loading... |
| May 28, 2020 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Feb 10, 2020 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Feb 10, 2020 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Feb 10, 2020 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Feb 3, 2020 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 2, 2019 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Nov 1, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 1, 2019 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Preparing financial reports for others for business and commercial purposes; providing an Internet website portal in the field of financial record-keeping for financial regulatory compliance purposes
First Use Anywhere:
Sep 1, 2019
First Use in Commerce:
Sep 1, 2019
Class 036
Financial services, namely, placement agent services in the nature of private placement of hedge funds, private equity funds, and securities for others; securities underwriting; providing an Internet website portal in the field of financial information services
First Use Anywhere:
Sep 1, 2019
First Use in Commerce:
Sep 1, 2019
Class 042
Providing temporary use of web-based software for use in order entry and order management for exchange-traded products, all for investment advisors and broker-dealers; Providing temporary use of web-based software for use in workflow management and record keeping and for the creation of marketing materials, all for investment advisors and broker-dealers; Providing an Internet website portal featuring temporary use of web-based software application for use in workflow management, record keeping, ordering information, and for the creation of marketing materials, all for investment advisors and broker-dealers
First Use Anywhere:
Sep 1, 2019
First Use in Commerce:
Sep 1, 2019
Class 045
Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisors and broker-dealers; consulting services, namely, regulatory compliance consulting for advisers of privately offered funds, private equity firms, venture capital firms, and institutional asset managers; consulting and compliance services, namely, regulatory compliance consulting for legal, regulatory, financial, operational, marketing, and distribution requirements for exchange-traded funds, mutual and close end funds, and alternative investment funds in the field of federal securities regulations governing investment advisory activities; regulatory compliance consulting services for investment advisors and broker-dealers, hedge funds, private equity funds and venture capital funds in the field of federal securities regulations governing investment advisory activities, all in accordance with Securities and Exchange Commission rules and regulations
First Use Anywhere:
Sep 1, 2019
First Use in Commerce:
Sep 1, 2019
Additional Information
Design Mark
The mark consists of two partially opened right-angle rectangles which are located in the upper left and lower right corners, forming a partially opened square design in the middle.
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
035
036
042
045