Legal Representation
Attorney
Myra Dioquino
USPTO Deadlines
Next Deadline
1729 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20241105)
Due Date
November 05, 2030
Grace Period Ends
May 05, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
19 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 5, 2024 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Nov 5, 2024 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Aug 20, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Aug 20, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 31, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jul 12, 2024 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jul 12, 2024 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jul 12, 2024 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 12, 2024 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 12, 2024 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jun 17, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 17, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jun 17, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Mar 19, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Mar 19, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Mar 19, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 16, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 2, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 30, 2023 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Administration, billing, and reconciliation of accounts on behalf of family offices; Business management, administration, and consultation services for family offices, namely, business managing and administering office functions, namely, financial records management, management of banking customers relationships, and management of customer relationships with professional service providers; Family office business services, namely, providing accounting services, administrative office support staff services, account reconciliation services on behalf of others, bookkeeping, business management and business consulting services, financial records management services, preparing financial reports for others for business purposes; Preparing financial reports, investment reports, budgets, and financial statements for family offices for business purposes; Business consulting, business strategic planning services, and providing business information services for family offices, namely, providing business advisory services in the field of writing grant proposals as part of grant planning and philanthropy consultation relating to taxation planning; Estate management, namely, assistance in the gathering, preparation, and organization of financial records in conjunction with instructions for handling such documents by those who provide estate planning representation, namely, accountants and attorneys, upon death or when otherwise necessary
First Use Anywhere:
Apr 1, 2022
First Use in Commerce:
Apr 1, 2022
Class 036
Bill payment services for family offices; Financial and investment performance reporting and analysis for family offices; Financial advisory services for family offices in the field of money lending and financing services, namely, debt settlement negotiation services, philanthropic services concerning monetary donations, and impact investing
First Use Anywhere:
Apr 1, 2022
First Use in Commerce:
Apr 1, 2022
Classification
International Classes
035
036