Legal Representation
Attorney
Brian P. O'Donnell
USPTO Deadlines
Next Deadline
2031 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20250729)
Due Date
July 29, 2031
Grace Period Ends
January 29, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
16 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 29, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Jul 29, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jul 16, 2025 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Jul 9, 2025 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| May 14, 2025 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Feb 24, 2025 | IUAF | S | USE AMENDMENT FILED | Loading... |
| May 13, 2025 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Feb 24, 2025 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Feb 18, 2025 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Dec 24, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Dec 24, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Dec 18, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Nov 26, 2024 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Nov 26, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 12, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 13, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Investment management services; mutual fund distribution services; and mutual fund and exchange-traded fund (ETF) investment services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients, families, and institutional investors, consisting of both separate accounts and mutual funds for equity and fixed income investments, and exchange-traded funds (ETFs); Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, and rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of securities portfolios
First Use Anywhere:
Jul 1, 2024
First Use in Commerce:
Jul 1, 2024
Classification
International Classes
036