Legal Representation
Attorney
John K. Burke
USPTO Deadlines
Next Deadline
137 days remaining
NOA E-Mailed - SOU Required
Due Date
May 04, 2026
Extension Available
Until November 04, 2026
Application History
26 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 4, 2025 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Sep 9, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Sep 9, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Sep 3, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Aug 6, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Aug 6, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Aug 6, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Aug 6, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Aug 6, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jul 24, 2025 | RCCK | S | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | Loading... |
| Jan 23, 2025 | RCSC | S | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | Loading... |
| Apr 1, 2024 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Apr 1, 2024 | GNSL | F | LETTER OF SUSPENSION E-MAILED | Loading... |
| Apr 1, 2024 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| Mar 26, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 25, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 25, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Dec 21, 2023 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Dec 21, 2023 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| Oct 23, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 25, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Sep 25, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Sep 25, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 21, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 18, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 24, 2022 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Preparation of business reports; business referral services, namely, promoting the goods and services of others by passing business leads and referrals to others; providing an on-line searchable database featuring referrals in the field of financial advisors; providing business referrals in the field of financial services; arranging and conducting incentive reward programs to promote the sale of financial services; arranging and conducting incentive award programs to promote the sale of products and services of others; consulting services, namely, expert analysis and management consulting in economics and accounting
Class 036
Financial advisory and consultancy services, namely, financial and investment services, in the nature of asset and investment acquisition, consultation, advisory and development; financial advisory and consultancy services, namely, investment consultancy, financial planning and investment advisory services
Class 042
Software as a service (SAAS) services featuring software for accounting; software as a service (SAAS) services featuring software for providing financial services, namely, software for use in providing wealth management, estate planning, business exit-planning, and investment management services; software as a service (SAAS) services, namely, hosting software for use by others for use in providing financial services, namely, hosting software for use in providing wealth management, estate planning, business exit-planning, and investment management services; developing customized web pages featuring user-defined information; developing customized software in the field of financial services, namely, software for use in providing wealth management, estate planning, business exit-planning, and investment management services; providing a web site featuring technology that enables internet users to share documents, images and videos in the field of wealth management and investment strategies; providing an interactive website featuring technology that allows users to enter, access, and synthesize financial information and generate financial reports; providing temporary use of an on-line non-downloadable software for accounting; providing temporary use of an on-line non-downloadable software for providing financial services, namely, software for use in providing wealth management, estate planning, business exit-planning, and investment management services; Software as a service (SAAS) services featuring financial management software; providing temporary use of on-line non-downloadable software for use by others in providing financial services, namely, software logging and accessing financial information and providing information regarding wealth management, estate planning, business exit-planning, and investment management strategies; Software as a service (SAAS) services featuring software for use in collecting, editing, organizing, modifying, transmitting, storing, and sharing of data and information in the field of wealth management and investment strategies; providing a website featuring information in the field of financial services
Classification
International Classes
035
036
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
PARTNER ALLIANCE