Legal Representation
Attorney
David M. Kramer
USPTO Deadlines
Application History
19 eventsDate | Code | Type | Description | Documents |
---|---|---|---|---|
May 27, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
May 27, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
May 21, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
Apr 25, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
Apr 25, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
Apr 25, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
Apr 25, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
Apr 25, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
Apr 21, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
Apr 21, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
Apr 21, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
Jan 22, 2025 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
Jan 22, 2025 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
Oct 23, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
Oct 23, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
Oct 23, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
Oct 22, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
Sep 17, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
Apr 9, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable computer application software for mobile phones, tablet computers, handheld computers and mobile devices, namely, software for managing and accessing financial and banking accounts and carrying out financial transaction; downloadable computer software related to financial information, investment, and trading, namely, downloadable electronic securities trading software and downloadable portfolio management software; downloadable financial analytical software, downloadable financial contact management software, downloadable financial risk modeling software; downloadable software for providing electronic connectivity to financial exchanges and markets; downloadable computer software for commercial banks and merchants to track and manage financial transactions, liquidity, and account balancers; downloadable computer software for allowing users to perform electronic business transactions via a global computer network; downloadable software for identifying, classifying, evaluating, and reviewing potentially fraudulent transactions; downloadable software for managing bookkeeping, invoicing, accounting and payroll tasks; downloadable computer software for authentication of electronic funds transfer, credit and debit card and electronic check transactions
Class 035
Data processing for banking and financial purposes; provision of business information in the field of banking and finance; accountancy services; payroll preparation; financial and business auditing services in the field of banking and finance; bookkeeping; business data analysis services in the field of banking and finances; providing all the aforementioned services on the internet and via the Internet; providing compliance audit services in the nature of business audits, namely, business account auditing in the field of financial management institutions for regulatory compliance purposes
Class 036
Banking services; checking and savings account services; bill payment services, namely, payment administration; bank card, debit card and electronic payment card services, namely, debit card transaction processing services, and automated teller machine transaction processing services; money transmission services, namely, electronic transfer of money; mortgage lending services; financing of loans; arranging and provision of loans; financial investment brokerage and financial investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, derivatives, warrants, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; ATM banking services; providing web-based, automated and customized personal financial management services, namely, management of personal financial accounts and investments, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; online financial advisory services in the nature of automated financial robo-advisory services; online financial management services in the nature of automated robo-wealth management and portfolio management and rebalancing; end-point investor services, namely, capital investment and investment of funds; investment consultancy and management and financial portfolio management; individual retirement account services; investment consultation services in the area of investment risk assessment; financial services, namely, processing and clearing of securities transactions; agency and brokerage services for trading of securities, securities index futures, securities options, and overseas market securities futures; brokerage of shares and other securities; brokerage of shares or stocks and other securities; brokerage services for capital investments; brokerage services for stocks and bonds; brokerage services in the field of securities and commodities investing; clearing and reconciling financial transactions via a global computer network; financial investment brokerage services; financial services, namely, securities brokerage, clearing and custody services; investment trade execution services; consulting services, namely, financial consulting; financial services, namely, providing services in the nature of automated securities finance relating to securities lending and borrowing transactions via a global computer network; money transfers; electronic transfer of money; merchant services, namely, payment transaction processing services; payment and funds verification services; credit card verification; currency transfer services; financial services, namely, providing for the exchange of foreign currency via the internet and intranet systems; electronic funds transfer; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; providing an on-line computer database in the field of financial transactions; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial information and evaluations; financial transaction services, namely, providing secure commercial transactions and payment options; providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; financial information processing; debt management services; financial advisory and consultancy services; cryptocurrency trading services; financial exchange of virtual currency; electronic transfer of virtual currencies; financial brokerage services for cryptocurrency trading; cryptocurrency payment processing; cryptocurrency exchange services featuring blockchain technology; issuance of stable coins for use in commercial transactions; financial services, namely, providing electronic transfer of a virtual currency for use by members of an on-line community via a global computer network; electronic payment management services, namely, electronic payment services involving electronic processing and subsequent transmission of bill payment data
Class 042
Software as a service (SAAS) services featuring computer software for use in on-line trading of securities, portfolio management, and investment management in the fields of finance and investments; software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis and portfolio management, monitoring, risk-appetite assessment, and rebalancing activities, all in the fields of finance, investments, and wealth management; software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; software as a service (SAAS) services featuring software for communicating directly with financial services professionals and end-point investors; application service provider featuring application programming interface (API) software for displaying and analyzing banking and credit card data; providing temporary use of online non-downloadable computer software for commercial banks and merchants to track and manage financial transactions, liquidity, and account balances; providing temporary use of online non-downloadable computer software for allowing users to perform electronic business transactions via a global computer network; electronic data storage; providing temporary use of on-line non-downloadable software for identifying, classifying, evaluating, and reviewing potentially fraudulent transactions; application service provider featuring application programming interface (API) software for enabling software integration; application service provider featuring application programming interface (API) software for integrating business, transactional, financial, and analytics information and functionality into other software and platforms; providing an on-line searchable database and on-line electronic data sets in the field of financial fraud prevention for identity verification and financial transaction authentication; providing temporary use of online non-downloadable software for managing bookkeeping, invoicing, accounting and payroll tasks; providing temporary use of online non-downloadable computer software for authentication of electronic funds transfer, credit and debit card and electronic check transactions; electronic monitoring of credit card and banking activity to detect fraud via the internet; software as a service (SAAS) services featuring software for displaying and analyzing financial data; platform as a service (paas) featuring computer software platforms for allowing online peer-to-peer currency exchange services, namely, for trading, lending, financing, and exchange of currency, digital currency, virtual currency, valuable tokens, and digital tokens; providing temporary use of a web-based software application for use in exchanging cryptocurrency and processing cryptocurrency payments
Classification
International Classes
009
035
036
042