Legal Representation
Attorney
Steve O'Donnell
USPTO Deadlines
Application History
10 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 10, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jul 10, 2023 | MAB2 | E | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | Loading... |
| Jul 10, 2023 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Jul 10, 2023 | MAB2 | O | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | Loading... |
| Mar 20, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Mar 20, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Mar 20, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 14, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 2, 2022 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 30, 2022 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Business succession planning; Providing an on-line computer database in the field of business information and business contacts; Providing an on-line computer database featuring trade information in the field of long-term business strategy development for non-profit and charitable organizations and business succession planning; Providing business advice and information in the field of long-term business strategy development for non-profit and charitable organizations and business succession planning; Tax consultation
Class 036
Financial consultation in the field of pension plans; Financial consultation in the field of planned giving for non-profit and charitable organizations; insurance consulting; estate planning; investment advice; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information in the field of employee financial benefit plans; Financial information provided by electronic means in the field of employee financial benefit plans, namely, benefits concerning child care, parking, and fitness club memberships; Financial information provided by electronic means in the field of financial planning, planned giving for non-profit and charitable organizations, life insurance, investment advice, monitoring financial markets for investment purposes, financial planning for retirement, financial savings advice, financial management of non-profit and charitable organizations
Class 041
Educational services, namely, conducting classes, workshops, seminars, and lectures in the field of financial planning, planned giving, insurance, investments, financial market updates, financial planning for retirement, financial savings, financial management of non-profit and charitable organizations, and business succession planning
Classification
International Classes
035
036
041