Legal Representation
Attorney
Perry J. Viscounty
USPTO Deadlines
Next Deadline
2074 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2025-03-25)
Due Date
March 25, 2031
Grace Period Ends
September 25, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
15 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Mar 25, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Mar 25, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Feb 4, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Feb 4, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jan 29, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jan 15, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Nov 22, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Nov 22, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Nov 22, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Aug 23, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Aug 23, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Aug 23, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Aug 14, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jul 30, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 25, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Systematization of data in computer databases; Analyzing and compiling business data regarding the beneficial owners of, investments in, and services provided to financial accounts, collective investment funds, trust accounts, and retirement accounts; Electronic data collection of financial information for business purposes; Data management services for use in the administration of financial accounts, collective investment funds, trust accounts, and retirement accounts; Collection and analysis of quality metric data for financial services providers, fiduciaries, and administrators of collective investment funds, trust accounts, and retirement accounts, for business purposes; Analyzing and compiling business and financial data for business purposes; Business consulting services; Business advisory services
First Use Anywhere:
Nov 30, 2022
First Use in Commerce:
Apr 28, 2023
Class 036
Financial advice; Financial advisory and consultancy services; Financial consultancy; Financial information and evaluations; Investment advisory services; Trustee services; Financial trust administration; Fiduciary services, namely, fiduciary representative services; Financial asset management; Financial research; Financial planning for retirement; Financial data analysis; Financial services, namely, administration of collective investment funds (CITs); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Evaluation of financial data; Trust services, namely, investment and trust administration and advisory services; Financial trust operations; Providing an interactive website featuring financial and investment information via computer networks
First Use Anywhere:
Sep 13, 2022
First Use in Commerce:
Apr 28, 2023
Class 042
Platform as a Service (PaaS) featuring computer software platforms to facilitate investment in collective investment trusts (CITs) for use by financial advisors, wealth management firms, institutional investment advisory firms and service providers to retirement plans and retirement plan sponsors in connection with the investment contracting process and information collection process in collective investment trusts (CITs); platform as a Service (PaaS) featuring computer software platforms for the opening of accounts for and administration of investments in collective investment trusts (CITs) and retirement fund participation agreements; Platform as a Service (PaaS) featuring computer software platforms for the streamlining of the information-collection process for retirement plan account opening and fund selection; Platform as a Service (PaaS) featuring computer software platforms for the approval of fund requests for use in connection with collective investment trusts (CITs); Platform as a Service (PaaS) featuring computer software platforms for the collecting, filtering, organization, retrieval, recording, sharing, sorting, storage and tracking of documents and data in connection with collective investment trusts (CITs) and retirement plans; Scanning of documents for digitization; Platform as a Service (PaaS) featuring computer software platforms for the automation, digitization, centralization, organization, and tracking of documents and data in connection with collective investment trusts (CITs) and retirement plans; Providing temporary use of online, non-downloadable software in the nature of an algorithm-assisted platform with integrated software for the management and administration of collective investment trusts (CITs) and retirement plans
First Use Anywhere:
Sep 13, 2022
First Use in Commerce:
Sep 13, 2022
Additional Information
Pseudo Mark
BOARDING PASS
Classification
International Classes
035
036
042