Legal Representation
Attorney
Hoang-chi Truong
USPTO Deadlines
Application History
9 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Mar 26, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 26, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Mar 26, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Dec 28, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Dec 28, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 28, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Dec 28, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 3, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jul 3, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable computer software for creating and managing financial and retirement plans and managing financial investments
Class 036
Financial advice and consultancy services; financial administration of retirement plans; financial planning and investment advisory services; financial retirement plan consulting services; providing financial information and financial advice via a website; providing a website featuring news and information in the fields of finance, financial planning, financial investments, the financial aspects of retirement, and retirement plans
Class 041
Education services, namely, providing non-downloadable webinars in the fields of finance, financial planning, financial investments, the financial aspects of retirement, and retirement plans; providing a website featuring blogs and non-downloadable publications in the nature of articles in the fields of finance, financial planning, financial investments, the financial aspects of retirement, and retirement plans
Class 042
Platform as a service (PaaS) services featuring computer software platforms for creating and managing financial and retirement plans and managing financial investments; platform as a service (PaaS) services featuring computer software platforms for hosting software for use by others for use in retirement plan advising and administration
Classification
International Classes
009
036
041
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
holdings