Legal Representation
Attorney
Shamus T. O'Doherty
USPTO Deadlines
Application History
8 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jun 27, 2025 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Jun 27, 2025 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| Mar 28, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 28, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Mar 28, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Feb 27, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Aug 23, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 23, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Administration of employee benefit plans concerning insurance and finance; Advice on finance during retirement; Financial advice; Financial analysis; Financial consulting; Financial evaluation for insurance purposes; Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial trust planning; Insurance and financial information and consultancy services; Insurance claims administration; Insurance consultation; Insurance risk management; Insurance services, namely, underwriting, issuing and administration of life insurance; Investment management; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans
Classification
International Classes
036