Legal Representation
Attorney
JON DEPPE
USPTO Deadlines
Application History
24 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| May 6, 2025 | JURT | T | JURISDICTION RESTORED TO EXAMINING ATTORNEY | Loading... |
| May 6, 2025 | EXPI | T | EX PARTE APPEAL-INSTITUTED | Loading... |
| May 6, 2025 | EXAF | T | EXPARTE APPEAL RECEIVED AT TTAB | Loading... |
| Mar 4, 2025 | IUAA | P | USE AMENDMENT ACCEPTED | Loading... |
| Feb 28, 2025 | ERFR | I | TEAS REQUEST FOR RECONSIDERATION RECEIVED | Loading... |
| Feb 5, 2025 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Feb 5, 2025 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| Nov 12, 2024 | AUPC | I | AMENDMENT TO USE PROCESSING COMPLETE | Loading... |
| Nov 12, 2024 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Nov 12, 2024 | EAAU | I | TEAS AMENDMENT OF USE RECEIVED | Loading... |
| Nov 6, 2024 | CNFR | R | FINAL REFUSAL WRITTEN | Loading... |
| Nov 6, 2024 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| Nov 6, 2024 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| May 24, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| May 24, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 24, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Feb 23, 2024 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Feb 23, 2024 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| Nov 24, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 24, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 24, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Nov 2, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Feb 23, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Feb 8, 2023 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
First Use Anywhere:
Oct 15, 2024
First Use in Commerce:
Oct 15, 2024
Class 042
Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
First Use Anywhere:
Oct 15, 2024
First Use in Commerce:
Oct 15, 2024
Classification
International Classes
009
042