Legal Representation
Attorney
Michael D. Lazzara
USPTO Deadlines
Application History
10 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 27, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Oct 25, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Oct 25, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Oct 25, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jul 30, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 30, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 30, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 24, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jul 23, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 17, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable software-based application configured for accessing online personal financial planning tools.
Class 036
Personal financial planning featuring personal financial planning tools.
Class 042
Software as a service (SaaS) services featuring software for personal financial planning tools.
Classification
International Classes
009
036
042