Legal Representation
Attorney
Brian P. O'Donnell
USPTO Deadlines
Next Deadline
34 days remaining
NOA E-Mailed - SOU Required
Due Date
August 18, 2025
Extension Available
Until February 18, 2026
Application History
14 eventsDate | Code | Type | Description | Documents |
---|---|---|---|---|
Jul 9, 2025 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
Jul 9, 2025 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
May 14, 2025 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | 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 24, 2025 | IUAF | S | USE AMENDMENT FILED | 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