Legal Representation
Attorney
Jon Jekel
USPTO Deadlines
Application History
15 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 21, 2022 | MAB2 | E | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | Loading... |
| Dec 21, 2022 | MAB2 | O | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | Loading... |
| Dec 21, 2022 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Jun 8, 2022 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| Jun 8, 2022 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| Jun 8, 2022 | CNFR | R | FINAL REFUSAL WRITTEN | Loading... |
| May 4, 2022 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| May 3, 2022 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 3, 2022 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Nov 3, 2021 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 3, 2021 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 3, 2021 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Oct 26, 2021 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Aug 5, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 4, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial consulting services in the field of financial analytics and investment performance
First Use Anywhere:
Mar 8, 2021
First Use in Commerce:
Mar 8, 2021
Class 042
Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector
First Use Anywhere:
Mar 8, 2021
First Use in Commerce:
Mar 8, 2021
Classification
International Classes
036
042