Legal Representation
Attorney
Jim H. Salter
USPTO Deadlines
Application History
9 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 6, 2021 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Jul 6, 2021 | MAB2 | O | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | Loading... |
| Jul 6, 2021 | MAB2 | E | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | Loading... |
| Dec 22, 2020 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Dec 22, 2020 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Dec 22, 2020 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Dec 9, 2020 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 17, 2020 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 18, 2020 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial and investment portfolio analysis and management services, namely, financial and investment portfolio analysis and management using dynamic asset allocation models implemented using artificial intelligence software, providing recommendations and management tools for creating optimized investment portfolios, and providing a software-implemented platform for customer access to financial, investment, and tax information, analysis, and management
First Use Anywhere:
0
First Use in Commerce:
0
Class 042
Software as a service (SAAS) services featuring software for financial portfolio management; platform as a service (PAAS) featuring computer software platforms for financial portfolio management; cloud computing featuring software for financial portfolio management; providing temporary use of a web-based software application for financial portfolio management
First Use Anywhere:
0
First Use in Commerce:
0
Classification
International Classes
036
042