Legal Representation
Attorney
Jason A. Bernstein
USPTO Deadlines
Application History
14 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 20, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Oct 20, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Oct 20, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 19, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 19, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Sep 19, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jun 20, 2025 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Jun 20, 2025 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| Mar 19, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Mar 19, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Mar 19, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 18, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 24, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 24, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Providing business services to investment and financial advisors, namely, providing business management, business operations management, business operations consultation, marketing in the nature of advertising, and business consulting services to investment and financial advisors
First Use Anywhere:
Dec 12, 2007
First Use in Commerce:
Jul 28, 2008
Class 042
Providing access to third-party investment products and services, namely, providing the temporary use of online non-downloadable software for use in accessing third-party investment products offered online and accessing online investment services, all of the foregoing provided to investment and financial advisors.
First Use Anywhere:
Dec 12, 2007
First Use in Commerce:
Jul 28, 2008
Classification
International Classes
035
042