Legal Representation
Attorney
Haley L. Rebel
USPTO Deadlines
Next Deadline
150 days remaining
NOA E-Mailed - SOU Required
Due Date
May 27, 2026
Extension Available
Until November 27, 2026
Application History
25 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 28, 2025 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Oct 27, 2025 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Oct 27, 2025 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Oct 27, 2025 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| May 27, 2025 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Apr 11, 2025 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Apr 1, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Apr 1, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Mar 26, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Mar 5, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 5, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Mar 5, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Mar 5, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Mar 5, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jan 30, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jan 30, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jan 30, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jan 30, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jan 30, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jan 30, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jan 30, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jan 30, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jan 28, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 15, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jul 16, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Business consultation in the field of developing, providing and managing a financial wellness program for businesses, employers, and financial institutions
Class 036
Financial retirement plan consulting services; Providing personal financial information and financial retirement planning; providing a website featuring personal financial information and financial retirement planning advice; Providing information in the field of finance, namely, providing financial wellness, financial literacy and personal finance information services for businesses, employees, and financial institutions for retirement planning; Providing a website featuring financial information in the field of financial wellness and financial literacy
Class 041
Educational services, namely, providing financial education courses offered through online and non-downloadable materials in the nature of videos, online articles, webinars, podcasts, and video conferences in the fields of personal finance, retirement planning, financial literacy, and financial wellness; Providing online non-downloadable videos in the field of financial wellness, literacy and education; Providing online non-downloadable news articles in the field of financial wellness, literacy and education; Providing a website featuring non-downloadable videos featuring financial wellness, literacy and education related videos and articles; Providing on-line educational courses of instruction in the field of personal finance, retirement planning, financial literacy, and financial wellness via a website; Providing a website featuring information about financial education
Class 042
Software as a service (SAAS) services featuring software for financial wellness program management and retirement planning; software as a service (SAAS) services featuring software for providing financial wellness programs and retirement planning for businesses, employers and financial institutions; software as a service (SAAS) services featuring software for providing financial wellness, financial literacy, retirement planning, and personal finance services for employers, businesses and financial institutions; software applications, namely, providing temporary use of non-downloadable computer software for transmitting, sharing, storing, receiving, downloading, displaying and transferring content, text, literary works, data, files, documents and electronic works in the fields of personal finance, retirement planning, financial literacy, and financial wellness
Classification
International Classes
035
036
041
042