Legal Representation
Attorney
Carole R. Klein
USPTO Deadlines
Application History
10 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 31, 2023 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Jan 31, 2023 | MAB2 | O | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | Loading... |
| Jan 31, 2023 | MAB2 | E | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | Loading... |
| Jul 19, 2022 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 19, 2022 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 19, 2022 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 15, 2022 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 3, 2021 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Nov 2, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 15, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients, families, and institutional investors, consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of securities portfolios
First Use Anywhere:
Oct 11, 2021
First Use in Commerce:
Oct 11, 2021
Additional Information
Design Mark
The mark consists of the words HARRIS ASSOCIATES with a line above the words PRIVATE WEALTH MANAGEMENT.
Classification
International Classes
036