Legal Representation
Attorney
Jordan Arnot Leahey
USPTO Deadlines
Next Deadline
237 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20200922)
Due Date
September 22, 2026
Grace Period Ends
March 22, 2027
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
38 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 22, 2025 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Sep 12, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Sep 12, 2022 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Sep 12, 2022 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jun 24, 2022 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Jun 24, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jun 24, 2022 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jun 24, 2022 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jun 24, 2022 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Apr 14, 2021 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Apr 14, 2021 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Apr 14, 2021 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Apr 14, 2021 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Apr 14, 2021 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Sep 22, 2020 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Sep 17, 2020 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Sep 17, 2020 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Sep 17, 2020 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Sep 17, 2020 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Sep 17, 2020 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jul 7, 2020 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 7, 2020 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 17, 2020 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jun 2, 2020 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jun 2, 2020 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jun 2, 2020 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 2, 2020 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 2, 2020 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jun 2, 2020 | ZZZX | Z | PREVIOUS ALLOWANCE COUNT WITHDRAWN | Loading... |
| May 19, 2020 | PBCR | Z | WITHDRAWN FROM PUB - OG REVIEW QUERY | Loading... |
| May 4, 2020 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Apr 28, 2020 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Mar 11, 2020 | AMPX | O | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED | Loading... |
| Feb 29, 2020 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Feb 25, 2020 | PARI | I | TEAS VOLUNTARY AMENDMENT RECEIVED | Loading... |
| Feb 18, 2020 | MDSM | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Feb 15, 2020 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Feb 14, 2020 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Providing temporary use of on-line non-downloadable software in the fields of 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
Design Mark
The mark consists of a blue diagonal line and three green horizontal lines, forming the stylized letters "AE" in blue and green.
Color Claim
The color(s) blue, and green is/are claimed as a feature of the mark.
Pseudo Mark
ADVISOR ENGINE
Classification
International Classes
042