Legal Representation
Attorney
Jordan Arnot Leahey
USPTO Deadlines
Next Deadline
324 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2020-06-02)
Due Date
June 02, 2026
Grace Period Ends
December 02, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
41 events| Date | Code | Type | Description |
|---|---|---|---|
| Jun 2, 2025 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Sep 12, 2022 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Sep 12, 2022 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Sep 12, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Jun 24, 2022 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Jun 24, 2022 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Jun 24, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Jun 24, 2022 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Jun 24, 2022 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Apr 14, 2021 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Apr 14, 2021 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Apr 14, 2021 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Apr 14, 2021 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Apr 14, 2021 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Sep 17, 2020 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Sep 17, 2020 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Sep 17, 2020 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Sep 17, 2020 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Sep 17, 2020 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Sep 16, 2020 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Sep 16, 2020 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Sep 16, 2020 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Sep 16, 2020 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Sep 16, 2020 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Jun 2, 2020 | R.PR | A | REGISTERED-PRINCIPAL REGISTER |
| Mar 26, 2020 | CORV | P | REVIEW OF CORRESPONDENCE COMPLETE |
| Mar 26, 2020 | ATRQ | I | ATTORNEY REVIEW/DECISION ON AMENDMENT REQUIRED |
| Mar 25, 2020 | APET | A | ASSIGNED TO PETITION STAFF |
| Mar 17, 2020 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Mar 17, 2020 | PUBO | A | PUBLISHED FOR OPPOSITION |
| Feb 26, 2020 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Feb 25, 2020 | EPPA | I | TEAS POST PUBLICATION AMENDMENT RECEIVED |
| Feb 10, 2020 | ALIE | A | ASSIGNED TO LIE |
| Feb 4, 2020 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Feb 4, 2020 | XAEC | I | EXAMINER'S AMENDMENT ENTERED |
| Feb 4, 2020 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Feb 4, 2020 | GNEA | F | EXAMINERS AMENDMENT E-MAILED |
| Feb 4, 2020 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN |
| Feb 4, 2020 | DOCK | D | ASSIGNED TO EXAMINER |
| Nov 4, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Nov 2, 2019 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 035
Arranging and conducting business conferences in the field of financial technology
First Use Anywhere:
20181000
First Use in Commerce:
20181000
Class 042
Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals
First Use Anywhere:
Nov 30, 2016
First Use in Commerce:
Nov 30, 2016
Additional Information
Pseudo Mark
ADVISOR ENGINE
Classification
International Classes
035
042
USPTO Documents
Click to view cached USPTO documents for this trademark
Only administrators can request new documents from USPTO