Legal Representation
Attorney
Beth A. Fulkerson
USPTO Deadlines
Application History
31 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 16, 2025 | MAB6 | E | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | Loading... |
| Oct 16, 2025 | ABN6 | S | ABANDONMENT - NO USE STATEMENT FILED | Loading... |
| Dec 20, 2024 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Dec 20, 2024 | EX4G | S | SOU EXTENSION 4 GRANTED | Loading... |
| Dec 20, 2024 | EXT4 | S | SOU EXTENSION 4 FILED | Loading... |
| Dec 20, 2024 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Jun 21, 2024 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Jun 21, 2024 | EX3G | S | SOU EXTENSION 3 GRANTED | Loading... |
| Jun 21, 2024 | EXT3 | S | SOU EXTENSION 3 FILED | Loading... |
| Jun 20, 2024 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Jan 12, 2024 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Jan 11, 2024 | EX2G | S | SOU EXTENSION 2 GRANTED | Loading... |
| Jan 11, 2024 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Dec 20, 2023 | EXT2 | S | SOU EXTENSION 2 FILED | Loading... |
| Dec 20, 2023 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Jun 22, 2023 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Jun 20, 2023 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Jun 20, 2023 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Jun 20, 2023 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Dec 20, 2022 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Oct 25, 2022 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Oct 25, 2022 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Oct 5, 2022 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Sep 22, 2022 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 22, 2022 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Sep 22, 2022 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Sep 22, 2022 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Sep 22, 2022 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Sep 16, 2022 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 15, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 13, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial consulting services to assist businesses in selecting and managing investments; providing personalized and customized financial risk assessments; investment consultation; tax-loss harvesting, namely, tax consultation relating to selling securities at a loss to offset capital gains tax liability due to profitable sales of securities; financial consultation in the field of borrowing funds; Securities trade execution services
Class 042
Providing temporary use of online-only, non-downloadable software for use by businesses to select and manage investments and borrowing for themselves and their clients, namely, providing temporary use of online non-downloadable computer software for assessing objectives and risk tolerance, recommending personalized and customized investment portfolios, providing analysis and recommendations regarding tax-loss harvesting, and acquiring and managing investments; Providing temporary use of online-only, non-downloadable software for securities trade execution
Additional Information
Pseudo Mark
ATOMIC VEST
Classification
International Classes
036
042