Legal Representation
Attorney
B. Anna McCoy
USPTO Deadlines
Next Deadline
343 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20201208)
Due Date
December 08, 2026
Grace Period Ends
June 08, 2027
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
26 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 8, 2025 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Apr 23, 2021 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Apr 23, 2021 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Apr 23, 2021 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Apr 23, 2021 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Apr 23, 2021 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Dec 8, 2020 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Dec 4, 2020 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Dec 4, 2020 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Dec 4, 2020 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Dec 4, 2020 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Dec 4, 2020 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Sep 22, 2020 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Sep 22, 2020 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Sep 2, 2020 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Aug 14, 2020 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jul 30, 2020 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jul 29, 2020 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jul 29, 2020 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Mar 11, 2020 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Mar 11, 2020 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Mar 11, 2020 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 11, 2020 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 3, 2020 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 7, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 5, 2019 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial and investment services, namely, financial portfolio management services, financial planning services, investment management services; Investment advisory services, namely, Registered Investment Advisor (RIA) services; Providing an internet website portal in the field of financial and investment services and financial portfolio management
First Use Anywhere:
Nov 25, 2019
First Use in Commerce:
Nov 25, 2019
Class 042
Platform as a service (PAAS) featuring computer software platforms for use in providing wealth management advisors end client financial information; Platform as a service (PAAS) featuring computer software platforms for connecting wealth management advisors and clients
First Use Anywhere:
Nov 25, 2019
First Use in Commerce:
Nov 25, 2019
Classification
International Classes
036
042