Legal Representation
Attorney
Christina J. Moser
USPTO Deadlines
Next Renewal Deadline
38 days remaining
Non-Final Action Mailed
Due Date
August 15, 2025
Extension Available
Until November 15, 2025
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
11 events| Date | Code | Type | Description |
|---|---|---|---|
| Jul 2, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Jun 3, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Jun 2, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Jun 2, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Jun 2, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| May 15, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| May 15, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED |
| May 15, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN |
| May 9, 2025 | DOCK | D | ASSIGNED TO EXAMINER |
| Apr 26, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Nov 14, 2024 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 009
Downloadable software in the nature of a mobile application for displaying financial dashboards and investment reports for users
First Use Anywhere:
May 8, 2019
First Use in Commerce:
May 8, 2019
Class 036
Financial planning and advisory services; investment advice and management; bill payment services
Classification
International Classes
009
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"FAMILY OFFICE"