Legal Representation
Attorney
Lisa B. Lane
USPTO Deadlines
Next Deadline
829 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20220503)
Due Date
May 03, 2028
Grace Period Ends
November 03, 2028
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
20 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 5, 2024 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Nov 5, 2024 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Nov 5, 2024 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Nov 5, 2024 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Nov 5, 2024 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| May 3, 2022 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Mar 30, 2022 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Mar 29, 2022 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Mar 28, 2022 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Feb 28, 2022 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Mar 28, 2022 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Feb 28, 2022 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Dec 28, 2021 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Nov 2, 2021 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Nov 2, 2021 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Oct 13, 2021 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Sep 27, 2021 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 22, 2021 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 31, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 4, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Software as a service (SaaS) featuring software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; software as a service (SaaS) featuring software for use as a portfolio rebalance and optimization system
First Use Anywhere:
Jun 19, 2021
First Use in Commerce:
Jun 19, 2021
Classification
International Classes
042