Legal Representation
Attorney
Alexander C. Kaczmarek
USPTO Deadlines
Next Deadline
1418 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20231212)
Due Date
December 12, 2029
Grace Period Ends
June 12, 2030
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
14 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 16, 2024 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Dec 12, 2023 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Dec 12, 2023 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Nov 7, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 26, 2023 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Sep 26, 2023 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Sep 6, 2023 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Aug 22, 2023 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Aug 10, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 30, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 11, 2023 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Jan 11, 2023 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jan 11, 2023 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jan 10, 2023 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Providing on-line non-downloadable software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; Providing on-line non-downloadable software that automates workflows and processes involved in the financial advisor-client relationship including digital onboarding, CRM and compliance tools; Providing on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth
First Use Anywhere:
20190000
First Use in Commerce:
20190000
Classification
International Classes
042