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 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 28, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Dec 28, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Dec 28, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | 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, cash accounts, brokerage accounts, brokerage windows and custodial accounts, and for managing such accounts and 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; online cash account services; financial transaction services, namely, financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes; securities brokerage services; financial investment brokerage services; securities brokerage; investments brokerage; mutual funds brokerage; providing financial information and financial advice via a website
Class 042
Platform as a service (PaaS) services featuring software for retirement plans, cash accounts, brokerage accounts, brokerage windows and custodial accounts; platform as a service (PaaS) services featuring computer software platforms for creating and managing financial and retirement plans, cash accounts, brokerage accounts, brokerage windows and custodial accounts, and for managing such accounts and financial investments
Classification
International Classes
009
036
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
securities