Legal Representation
Attorney
Cynthia B. Sanders
USPTO Deadlines
Application History
10 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 19, 2023 | MAB2 | E | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | Loading... |
| Jul 19, 2023 | MAB2 | O | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | Loading... |
| Jul 19, 2023 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Jul 19, 2023 | DOCK | D | ASSIGNED TO EXAMINER | 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 035
Providing services and information to wealth management services, and provides a proprietary software platform that provides quantitative analytics and insight from actual customers and prospective customers' financial portfolios, including analyses of portfolio performance against statistically derived benchmarks, overall risk profiles utilizing scenarios and historical multi-factor analyses, diversification and allocation among various asset classes within such portfolios, analyses of 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
First Use Anywhere:
Apr 27, 2022
First Use in Commerce:
May 13, 2022
Classification
International Classes
035