Legal Representation
Attorney
Craig Waldman, Esq.
USPTO Deadlines
Next Deadline
1434 days remaining
Section 8 Declaration Due (Supplemental Register) (Based on registration date 20240102)
Due Date
January 02, 2030
Grace Period Ends
July 02, 2030
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
22 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 2, 2024 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jan 2, 2024 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jan 2, 2024 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jan 2, 2024 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jan 2, 2024 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jan 2, 2024 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jan 2, 2024 | NRCS | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Jan 2, 2024 | R.SR | A | REGISTERED-SUPPLEMENTAL REGISTER | Loading... |
| May 3, 2023 | CNTA | O | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | Loading... |
| May 3, 2023 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| May 3, 2023 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 3, 2023 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 3, 2023 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Mar 3, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Mar 3, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Mar 3, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Feb 26, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 18, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 18, 2022 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Oct 18, 2022 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| May 16, 2022 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 12, 2022 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable investment documents provided via a website; Downloadable software consisting of an e-subscription service for private funding transactions and fund subscriptions that allows investors to complete, sign and submit subscription documents and AML/KYC documents electronically by filling out a user-friendly, logic-based questionnaire; Downloadable software that provides a centralized dashboard to track investor status, comments and documents; Downloadable database management software
First Use Anywhere:
Jan 10, 2022
First Use in Commerce:
Jan 10, 2022
Class 036
Financial services, namely, subscription-based investment fund services and investment fund transaction services; Financial services, namely, investment fund development, consulting, advisory, management, and analysis services; Financial services, namely, administration of transactions involving financial investment in private equity funds, hedge funds, venture capital funds, registered funds, and mutual funds over a global data network; Providing an on-line searchable database featuring financial information about investments
First Use Anywhere:
Jan 10, 2022
First Use in Commerce:
Jan 10, 2022
Class 042
Platform as a Service (PaaS) services, namely, a proprietary e-subscription software platform for private funding transactions and fund subscriptions that allows investors to complete, sign and submit subscription documents and AML/KYC documents electronically by filling out a user-friendly, logic-based questionnaire; Software as a Service (SaaS) services featuring software for private funding transactions and fund subscriptions that allows investors to complete, sign and submit subscription documents and AML/KYC documents electronically by filling out a user-friendly, logic-based questionnaire; Providing temporary use of online non-downloadable, cloud-based software providing a centralized online dashboard for tracking investor status, comments and documents
First Use Anywhere:
Jan 10, 2022
First Use in Commerce:
Jan 10, 2022
Classification
International Classes
009
036
042