Legal Representation
Attorney
Amy Brozenic
USPTO Deadlines
Application History
9 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jun 10, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 9, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jun 9, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 10, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 10, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Mar 10, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Feb 25, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 17, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 23, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable mobile applications for accessing financial information, financial health and financial wellness tools and resources, to evaluate, monitor, manage and customize financial goals, financial data, financial products, and financial health and financial wellness goals and outcomes
Class 036
Financial planning for retirement; Life insurance agency services; Financial services, namely, underwriting, issuance and administration of life insurance policies and annuities; Financial information and advisory services
Class 042
Providing online, non-downloadable, Internet-based software, namely, a behavioral science and data-driven technology platform that enables users to access financial health and wellness tools and resources, to evaluate, monitor, manage and customize financial goals, financial data, financial products, and financial health and wellness goals and outcomes
Classification
International Classes
009
036
042