Legal Representation
Attorney
Matthew Krigbaum
USPTO Deadlines
Next Deadline
167 days remaining
Statement of Use Due - Extension 2 Granted
Due Date
January 16, 2026
Extension Available
Until July 16, 2025
Application History
36 eventsDate | Code | Type | Description | Documents |
---|---|---|---|---|
Jul 16, 2025 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
Jul 15, 2025 | EX2G | S | SOU EXTENSION 2 GRANTED | Loading... |
Jul 15, 2025 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
Jul 15, 2025 | EXT2 | S | SOU EXTENSION 2 FILED | Loading... |
Mar 3, 2025 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
Jan 9, 2025 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
Jan 9, 2025 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
Jan 9, 2025 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
Jul 16, 2024 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
May 21, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
May 21, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
May 1, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
Apr 16, 2024 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
Feb 27, 2024 | ERFR | I | TEAS REQUEST FOR RECONSIDERATION RECEIVED | Loading... |
Feb 27, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
Feb 27, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
Nov 28, 2023 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
Nov 28, 2023 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
Nov 28, 2023 | CNFR | R | FINAL REFUSAL WRITTEN | Loading... |
Nov 1, 2023 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
Nov 1, 2023 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
Nov 1, 2023 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
Jul 27, 2023 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
Jul 27, 2023 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
May 2, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
May 2, 2023 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
May 2, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
Mar 30, 2023 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
Mar 30, 2023 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
Mar 30, 2023 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
Oct 3, 2022 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
Oct 3, 2022 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
Oct 3, 2022 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
Sep 15, 2022 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
Dec 14, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
Dec 11, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Outsourcing services in the nature of arranging service contracts for others in the field of retirement plan administration, namely, providing financial record keeping, records management, notices to participants, distribution processing, payroll consolidation, and monitoring of eligibility dates; providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; preparation of reports relating to finance and investments said services provided via the Internet, global networks, telephone, and facsimile; business consultation; Providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, telephone and facsimile; financial recordkeeping for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans and funds investment transactions
Class 036
Financial services, namely, underwriting and brokerage of life and health insurance and underwriting and distribution of annuities; investment management and advisory services; investment advice; mutual fund management, brokerage, and distribution services; stock brokerage services for retail stocks; financial retirement planning; financial administration of retirement and pension plans; insurance agency and brokerage services; financial administration of defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the field of administration of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, telephone and facsimile; providing a website featuring information and educational information in the fields of financial retirement planning, retirement savings, retirement investing; financial administration of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and investment funds; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation management; providing financial asset allocation management customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, social media, telephone, in person, digitally, automated, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations
Class 041
Educational services, namely, conducting workshops, online classes, seminars, conferences, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic, social media and telephone; non-downloadable electronic publications in the nature of newsletters, guides, articles and white papers, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, telephone and via facsimile
Classification
International Classes
035
036
041