Legal Representation
Attorney
Sean L. Ingram
USPTO Deadlines
Application History
8 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 4, 2024 | MAB2 | E | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | Loading... |
| Nov 4, 2024 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Jul 15, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 15, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 15, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 10, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Mar 12, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 11, 2023 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
investment consultation in the fields of estate planning, trusts, and retirement; estate planning; providing information in the field of estate planning; consulting services in the field of retirement planning; investment advisory and consultancy services; investment planning; investment data analysis; investment analysis, namely, compiling and analyzing statistics, data, and other sources of information for investment purposes; investment evaluation, tracking, analysis, forecasting, consultancy, advisory and research services for families and corporations; cash flow services, namely, analyzing cash flow; investment services, namely, asset acquisition, consultation, advisory, development and management services; real estate investment advisory services; strategic investment advisory services; investment consultancy services, namely, the creation of personalized strategies to achieve monetary independence; investment planning services, namely, developing and managing assets on behalf of wealthy individuals or families; advice and compliance relating to income tax; real estate funds investment services; real estate investment consultancy
First Use Anywhere:
Feb 27, 2018
First Use in Commerce:
Feb 27, 2018
Classification
International Classes
036