Legal Representation
Attorney
Naresh Kilaru
USPTO Deadlines
Next Deadline
25 days remaining
Non-Final Action E-Mailed
Due Date
August 06, 2025
Extension Available
Until November 06, 2025
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
6 events| Date | Code | Type | Description |
|---|---|---|---|
| May 6, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN |
| May 6, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| May 6, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED |
| May 5, 2025 | DOCK | D | ASSIGNED TO EXAMINER |
| May 2, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Nov 6, 2024 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 009
Computer Software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting
First Use Anywhere:
20071200
First Use in Commerce:
20071200
Class 035
Accounting services; Bookkeeping services; Tax reporting services, namely, preparation of tax returns, tax return filing services; fund accounting; financial and monetary affairs, namely, providing corporate action services
First Use Anywhere:
20071200
First Use in Commerce:
20071200
Class 036
Financial administration of funds and investments, namely, investment fund accounting, net asset value calculation and transfer agency services; taxation services, namely, tax payment processing services; investor reporting, namely, preparing and disseminating financial and investment information and reports to investors; financial valuation of assets; Financial services, namely, anti-money laundering services
First Use Anywhere:
20071200
First Use in Commerce:
20071200
Class 042
Providing temporary use of online non-downloadable software for investor onboarding in the field of private funds asset management and investor screening; Software as a service (SAAS) featuring software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting; Providing temporary use of online non-downloadable software for portfolio management, management, modification, and transmission of data, recording, viewing, storing, sharing, and analyzing data
First Use Anywhere:
20071200
First Use in Commerce:
20071200
Class 045
Identification verification services, namely, providing authentication of personal identification information
First Use Anywhere:
20071200
First Use in Commerce:
20071200
Classification
International Classes
009
035
036
042
045