Legal Representation
Attorney
Nicole Kinsley
Application History
33 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 11, 2025 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Sep 10, 2025 | EX2G | S | SOU EXTENSION 2 GRANTED | Loading... |
| Sep 10, 2025 | EXT2 | S | SOU EXTENSION 2 FILED | Loading... |
| Sep 10, 2025 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Mar 11, 2025 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Mar 10, 2025 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Mar 10, 2025 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Mar 10, 2025 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Sep 10, 2024 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Jul 16, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 16, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 16, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 16, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 26, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jun 7, 2024 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jun 5, 2024 | ERFR | I | TEAS REQUEST FOR RECONSIDERATION RECEIVED | Loading... |
| Jun 5, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 5, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 6, 2024 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| Mar 6, 2024 | CNFR | R | FINAL REFUSAL WRITTEN | Loading... |
| Mar 6, 2024 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| Feb 2, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Feb 2, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Feb 2, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Nov 6, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 6, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 6, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Nov 1, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 31, 2023 | AMPX | O | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED | Loading... |
| May 31, 2023 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Feb 22, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Feb 15, 2023 | PARI | I | TEAS VOLUNTARY AMENDMENT RECEIVED | Loading... |
| Feb 10, 2023 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Financial record-keeping for investors and investment managers regarding investment portfolios in the field of trade processing, settlement, reconciliation, and pricing
Class 036
Financial portfolio analysis services, namely, calculating the weight or number of portfolio holdings necessary to bring a portfolio into alignment with an approved model; Financial administration of investment portfolios
Class 037
Installation, maintenance and repair of computer hardware; IT consulting services relating to installation, maintenance and repair of computer hardware
Class 042
Providing online, non-downloadable software for investment portfolio management, investment risk management, investment model development and delivery, and investment portfolio accounting; Computer software design and development; Installation, maintenance and repair of computer software; IT consulting services relating to installation, maintenance and repair of computer software; Technology consulting in the field of cybersecurity
Class 045
Regulatory compliance consulting in the field of investment management; Regulatory compliance consulting through providing advice on the development and implementation of internal controls for regulatory compliance purposes in the field of investment management
Classification
International Classes
035
036
037
042
045