Legal Representation
Attorney
Flavia Campbell
USPTO Deadlines
Application History
9 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 15, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jul 15, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jul 15, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Apr 17, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Apr 17, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Apr 17, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Apr 15, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 14, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 11, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; managing and administering investment funds; managing and administering mutual funds; debt restructuring services for commercial loans; estate trust management; estate planning; exchange-traded fund management for private clients; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial restructuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance brokerage in the field of life, accident, sickness and segregated funds products; investment trust management; loan financing services; loan services, namely, arranging of loans; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual funds development services; pension fund management; financial management of pooled investment funds; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; investment of funds for others in the field of securities; securities lending; financial management in the field of securities portfolios; securities underwriting; financial management in the field of segregated investment funds; trading of securities index futures; financial services, namely, wealth management services
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
the words "DONOR-ADVISED" and the word "FOUNDATION"