Legal Representation
Attorney
Daniel Sineway
USPTO Deadlines
Next Deadline
2058 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2025-03-04)
Due Date
March 04, 2031
Grace Period Ends
September 04, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
20 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jun 27, 2025 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jun 27, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jun 27, 2025 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Mar 4, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Mar 4, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Feb 10, 2025 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Feb 10, 2025 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Jan 7, 2025 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Jan 7, 2025 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Oct 23, 2024 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Oct 23, 2024 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Apr 23, 2024 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Mar 4, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Feb 27, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Feb 7, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Feb 7, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jan 25, 2024 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jan 23, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 23, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Apr 28, 2023 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial and investment services, namely, private wealth management; financial and investment services, namely, estate planning services; financial and investment services, namely, investment advising services; financial and investment services, namely, financial modeling services; financial and investment services, namely, wealth planning with insurance policies
First Use Anywhere:
Dec 21, 2022
First Use in Commerce:
Dec 21, 2022
Class 042
Software as a service (SaaS) services featuring software for financial planning and private wealth management; software as a service (SaaS) services featuring software for estate planning; software as a service (SaaS) services featuring software for investment advising services; software as a service (SaaS) services featuring an online, non-downloadable dashboard for financial modeling and projections
First Use Anywhere:
Dec 21, 2022
First Use in Commerce:
Dec 21, 2022
Classification
International Classes
036
042