Legal Representation
Attorney
                                            Kimberly I. Shimomura
                                        USPTO Deadlines
                                Next Deadline
                            
                            
                                    
                                        
                                        1506 days remaining
                                    
                            
                        Section 8 (6-Year) Declaration Due (Based on registration date 2023-12-19)
                                    
                                    Due Date
                                
                                
                                    December 19, 2029
                                
                            
                                        
                                        Grace Period Ends
                                    
                                    
                                        June 19, 2030
                                    
                                
                            
                            Additional deadlines exist. Contact your attorney for complete deadline information.
                        
                Application History
18 events| Date | Code | Type | Description | Documents | 
|---|---|---|---|---|
| Oct 16, 2024 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... | 
| Dec 19, 2023 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... | 
| Dec 19, 2023 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... | 
| Nov 7, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... | 
| Oct 3, 2023 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... | 
| Oct 3, 2023 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... | 
| Sep 13, 2023 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... | 
| Aug 24, 2023 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... | 
| Aug 24, 2023 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... | 
| Aug 24, 2023 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... | 
| Aug 24, 2023 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... | 
| Aug 24, 2023 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... | 
| Aug 22, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... | 
| Aug 22, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... | 
| Aug 22, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... | 
| Aug 10, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... | 
| Nov 10, 2022 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... | 
| Oct 31, 2022 | NWAP | I | NEW APPLICATION ENTERED | Loading... | 
Detailed Classifications
                                                Class 042
                                            
                                        providing online, non-downloadable computer software for reviewing financial investments and managing documents for use in the fields of investing, investment management, financial analysis, financial planning, retirement planning, risk management, financial portfolio management, insurance, insurance brokerage, and insurance products and services; software as a service (SAAS) services featuring software for reviewing financial investments and managing documents and providing online, non-downloadable computer software for reviewing financial investments and managing documents, all for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; software as a service (SAAS) services featuring software for managing and administering retirement plans, pension plans, and employee compensation plans and providing online, non-downloadable computer software for managing and administering retirement plans, pension plans, and employee compensation plans; software as a service (SAAS) services featuring software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions and providing online, non-downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions
                                        
                                                    
                                                    First Use Anywhere: 
Sep 23, 2019                                                    
                                                
                                                
                                                    
                                                    First Use in Commerce: 
Sep 23, 2019                                                    
                                                
                                        Additional Information
                                                
                                                Pseudo Mark
                                            
                                        CLEAR ONE
                                    Classification
                                            
                                            International Classes
                                        
                                        
                                                    042