Legal Representation
Attorney
Lisa B. Lane
USPTO Deadlines
Next Deadline
170 days remaining
NOA E-Mailed - SOU Required
Due Date
January 22, 2026
Extension Available
Until July 22, 2026
Application History
12 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 22, 2025 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| May 27, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| May 27, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| May 21, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Apr 28, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Apr 25, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Apr 25, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Apr 25, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Apr 25, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Apr 9, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 8, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 4, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Software as a service (SaaS) featuring software for portfolio and data management for use by financial advisors and wealth managers; Software as a service (SaaS) featuring software for assisting financial advisors and wealth managers with client relationship management, investment management, document management, investment reporting, aggregation, portfolio analytics, business intelligence, financial planning and accounting
Classification
International Classes
042