Legal Representation
Attorney
Cynthia B. Sanders
USPTO Deadlines
Next Deadline
1369 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20231024)
Due Date
October 24, 2029
Grace Period Ends
April 24, 2030
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
16 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 24, 2023 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Oct 24, 2023 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Aug 8, 2023 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Aug 8, 2023 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 19, 2023 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jul 5, 2023 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jul 5, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jul 4, 2023 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jul 3, 2023 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jul 3, 2023 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Apr 3, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Apr 3, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Apr 3, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 3, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 20, 2022 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 18, 2022 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Providing an online non-downloadable software platform in the nature of a PAAS for use in analyzing portfolio performance against statistically derived benchmarks, analyzing overall risk profiles utilizing scenarios and historical multi-factor analyses, diversification and allocation among various asset classes within investment portfolios, analyzing fee structures and their effect on portfolio performance and of tax treatment on various assets within such portfolios, and optimization of the overall portfolio performance, and for providing qualitative analytics and insight from actual customers' and prospective customers' financial portfolios
First Use Anywhere:
Dec 29, 2021
First Use in Commerce:
Dec 29, 2021
Classification
International Classes
042