Legal Representation
Attorney
Joel D. Leviton
USPTO Deadlines
Next Deadline
2180 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2025-07-08)
Due Date
July 08, 2031
Grace Period Ends
January 08, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
22 eventsDate | Code | Type | Description | Documents |
---|---|---|---|---|
Jul 8, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
Jul 8, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
May 20, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
May 20, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
May 14, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
Apr 23, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
Mar 17, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
Mar 17, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
Mar 15, 2025 | ALIE | A | ASSIGNED TO LIE | Loading... |
Mar 5, 2025 | ERSI | I | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | Loading... |
Mar 4, 2025 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
Mar 4, 2025 | GNSL | F | LETTER OF SUSPENSION E-MAILED | Loading... |
Mar 4, 2025 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
Mar 1, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
Feb 28, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
Feb 28, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
Dec 3, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
Dec 3, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
Dec 3, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
Dec 2, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
Nov 19, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
May 16, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable computer software using artificial intelligence (AI) for generating, optimizing, and analyzing written and graphical content in the field of investment management including portfolio monitoring and analysis, allocation and selection, performance measurement and risk management; downloadable computer training software using artificial intelligence for providing training in the field of investment management including portfolio monitoring and analysis, allocation and selection, risk management; downloadable computer software using artificial intelligence (AI) for simulating scenarios in the field of investment management including risk and performance modelling; downloadable computer software using artificial intelligence (AI) for testing, assurance, auditing, compliance, industry standards, fiduciary duty in the field of investment management; downloadable computer software using artificial intelligence (AI) for AI compliance-related database access and management; computer hardware for communicating audio, video and data between computers via a global computer network, wide-area computer networks, and peer-to-peer computer networks; downloadable computer software for research, analysis, reporting, managing investment portfolios, trading in financial markets and investment analysis; downloadable computer software for database management; downloadable electronic publications namely, white papers, blogs, newsletters, podcasts, journals, digital brochures in the field of investment management
Class 035
Collection and analysis of quality metric data for investment management professionals for business purposes; systematization of data in computer databases; data processing services; business consultation services in the fields of artificial intelligence and investment management; acquisition of business information relating to company activities; administrative data processing; business research and information services; advertising and marketing services; advertising, marketing and promotional services; automated data processing; business analysis, researching and statistical information services; business services, namely business administration relating to the adoption and utilisation of artificial intelligence and machine learning software; collection of statistics for business purposes; compilation, systemisation and input of information into computer databases
Class 036
Providing information regarding financial investment strategies; financial advisory services; financial services, namely, financial planning, monitoring and reporting services; investment banking services; investment advisory services; financial investment analysis and stock research; information, advisory, consultancy and financial research services relating to finance and investments; investment consultation, namely, financial investment performance monitoring and stock trading analysis; providing financial investment consultation services using machine learning, deep learning, and artificial intelligence; financial investment consultation; investment risk assessment services; investment management; financial risk management; sustainable investing advice; financial portfolio management; monitoring of financial portfolios; financial information provided utilizing an application programming interface (API)
Class 042
Application service provider featuring application programming interface (API) software; design and development of artificial intelligence computer systems; design and development of language model computer software based on use of analytics data mixed with third party sources; computer software consultation, namely, the development and testing of computing methods, algorithms and software for others; providing on-line non-downloadable software using artificial intelligence (AI) for generating, optimizing, and analyzing written and graphical content in the field of investment management including portfolio monitoring and analysis, allocation and selection, performance measurement and risk management; software as a service (SAAS) services featuring software for generating, optimizing, and analyzing content in the field of investment management; consulting services in the field of cloud computing and artificial intelligence; providing temporary use of on-line non-downloadable software for developing, running and analysing algorithms that are able to learn to analyse, classify, and take action in response to exposure to data using machine learning and artificial intelligence; software as a service featuring software for research in the field of large language models in relation to machine learning, deep learning, and artificial intelligence; database design; design and development of language model software; providing online, nondownloadable software for processing and generating data, documents, files, information, text, audio recordings, videos, and multimedia content; providing scientific information in the field of climate change; research and consultancy in the fields of artificial intelligence, machine learning, high performance computing, deep learning and reinforcement learning; research and development of computer software; research in the field of artificial intelligence technology; software as a service [SaaS] services featuring software using artificial intelligence for content writing, multi-media content generating, and copywriting; software design and development in the fields of artificial intelligence, high performance computing, deep learning, and machine learning; technical data analysis
Classification
International Classes
009
035
036
042