Legal Representation
Attorney
Camille M. Miller
USPTO Deadlines
Next Deadline
1171 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20230411)
Due Date
April 11, 2029
Grace Period Ends
October 11, 2029
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
33 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 22, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Dec 22, 2025 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Dec 22, 2025 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Dec 22, 2025 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Dec 22, 2025 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Apr 11, 2023 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Apr 11, 2023 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jan 24, 2023 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jan 24, 2023 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jan 4, 2023 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Dec 21, 2022 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Dec 20, 2022 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Dec 20, 2022 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Dec 20, 2022 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Dec 19, 2022 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Dec 19, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Dec 19, 2022 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Dec 15, 2022 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Dec 15, 2022 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| Dec 15, 2022 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Nov 17, 2022 | ZZZX | Z | PREVIOUS ALLOWANCE COUNT WITHDRAWN | Loading... |
| Nov 8, 2022 | PBCR | Z | WITHDRAWN FROM PUB - OG REVIEW QUERY | Loading... |
| Oct 24, 2022 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Oct 24, 2022 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Oct 24, 2022 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Oct 24, 2022 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Oct 24, 2022 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Oct 20, 2022 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 10, 2022 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Oct 10, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 10, 2022 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jan 19, 2022 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 15, 2022 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; record keeping services for use in regulatory compliance in connections with financial investments; customer relationship management (CMR) services; administrative processing of stock purchase orders for others; billing services; business management services for the financial investment business of others
First Use Anywhere:
Oct 25, 2021
First Use in Commerce:
Oct 25, 2021
Class 036
Financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management; providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; developing, processing and sponsoring retirement plans, multiple employer retirement plans and pooled employer retirement plans; pooled plan provider services for pooled employer retirement benefit plans; financial planning for retirement in the nature of retirement plan, multiple employer retirement plan and pooled employer retirement plan account management services; financial services, namely, retirement consultation and advisory services; financial analysis and consulting
First Use Anywhere:
Oct 25, 2021
First Use in Commerce:
Oct 25, 2021
Classification
International Classes
035
036