Legal Representation
Attorney
Charles P. Bacall
USPTO Deadlines
Next Deadline
177 days remaining
Statement of Use Due - Extension 1 Granted
Due Date
April 22, 2026
Extension Available
Until April 22, 2026
Application History
16 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 1, 2025 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Jul 31, 2025 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Jul 31, 2025 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Jul 31, 2025 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Apr 22, 2025 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Feb 25, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Feb 25, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Feb 19, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Feb 3, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Feb 3, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Feb 3, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Feb 3, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Feb 3, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jan 30, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 29, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jul 8, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable mobile applications for the management of financial affairs of high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable software for coordination of family office services with financial advisors, accountants, and administration staff and financial accounting and reporting
Class 042
Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) featuring software for coordination of family office services with financial advisors, accountants, and administration staff and financial accounting and reporting; providing a website featuring support services for family offices, namely, an interactive website featuring technology that enables users to access accounting reports, family office administration scheduling, and financial reports
Additional Information
Pseudo Mark
FRAN FAMILY RELATIONSHIP AND ACCOUNTING NAVIGATOR
Classification
International Classes
009
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"FAMILY RELATIONSHIP AND ACCOUNTING NAVIGATOR"