Legal Representation
Attorney
Alexander C. Kaczmarek
USPTO Deadlines
Next Deadline
1589 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2023-12-12)
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 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Dec 12, 2023 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | 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 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jan 11, 2023 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jan 11, 2023 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | 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