Legal Representation
Attorney
Rachel A. Rice
USPTO Deadlines
Next Deadline
58 days remaining
NOA E-Mailed - SOU Required
Due Date
March 23, 2026
Extension Available
Until September 23, 2026
Application History
14 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 23, 2025 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Jul 29, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 29, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 23, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jun 20, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 28, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| May 27, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 27, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Feb 27, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Feb 27, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Feb 27, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Feb 12, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 18, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 18, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable computer software for use in the field of personal finance, investments and accounting; Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to request and manage financial retirement plans; Downloadable computer software for use by financial investment advisors in portfolio construction, portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing
Class 035
Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching, analyzing, and managing investments of individuals, by electronic means.
First Use Anywhere:
Nov 13, 2023
First Use in Commerce:
Nov 13, 2023
Class 036
Providing a website to manage investment and retirement accounts; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Provision of financial information; Providing financial management services via computer and communication networks; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Investment management services; Wealth management services; Providing information pertaining to personal finance, investments and retirement planning, through electronic means; Financial services, namely, investment portfolio construction.
First Use Anywhere:
Nov 13, 2023
First Use in Commerce:
Nov 13, 2023
Class 042
Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in retirement and tax planning; Providing temporary use of online non-downloadable software and applications for maintaining, managing and reporting financial information and investment portfolios; Providing temporary use of online non-downloadable software and applications for use by financial service providers to request and manage financial retirement plans; Providing temporary use of online non-downloadable software and applications for use by financial investment advisors in portfolio construction, portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing
First Use Anywhere:
Nov 13, 2023
First Use in Commerce:
Nov 13, 2023
Additional Information
Other
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014.
Classification
International Classes
009
035
036
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"SYSTEM"