Legal Representation
Attorney
Catherine H. Stockell
USPTO Deadlines
Application History
15 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 14, 2025 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| May 20, 2025 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Mar 25, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Mar 25, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Mar 19, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Feb 28, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Feb 24, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Feb 24, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Feb 24, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Nov 22, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 22, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 22, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Nov 18, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 28, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 2, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Mutual fund and investment brokerage; financial risk management; financial administration of employee pension plans, retirement plans, employee benefits plans concerning insurance and finance; retirement funds investment services; providing financial information in the fields of financial asset management, financial planning, financial investing, retirement, retirement income, retirement planning, and retirement plans and saving; providing information in the field of financial administration of workplace retirement savings plans for clients; financial asset management, namely, processing, administering and managing workplace retirement savings plans; investment services, in the nature of asset management services, cash management, financial management, and financial portfolio management; financial advisory services, namely, financial portfolio analysis services; investment management; securities brokerage services; mutual fund investment services; financial planning services; financial services, namely, financial administration of customized managed investment accounts featuring qualified diversified investment default alternatives; financial services, namely, financial administration of employee benefit customized managed investment accounts featuring qualified diversified investment default alternatives
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"QDIA"