Legal Representation
Attorney
Cynthia J. Walden
USPTO Deadlines
Application History
11 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 26, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Nov 26, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Nov 26, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Aug 4, 2025 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Aug 4, 2025 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| May 28, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| May 28, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| May 28, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| May 20, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 26, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 27, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable computer software and downloadable mobile applications for use in investment banking and management, accessing and conducting banking and financial investment and management transactions, and for obtaining information, research, analysis, and advice in the fields of investments, banking, and financial services; downloadable software for providing business information, financial information and business and financial consulting; downloadable reports, written articles and webinars in the field of finance and business consulting
Class 035
Business consulting; acquisition and merger consultation; providing trade information; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; business intermediary services relating to the matching of potential investors with corporations and entrepreneurs needing funding; business consultation services, namely, business evaluation regarding firms in the biotechnology and health fields for the assessment of the non-financial business value of medical technology
Class 036
Financial consulting; Investment banking services; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting and advising in the field of private and public equity; Financial asset management; Investment advisory and fund management services, and investment consultation; Financial services, namely, operation, administration and management of private equity funds, venture capital funds, hedge funds, capital investment funds and collective investment vehicles, and raising equity capital for others; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others, including private and public equity and debt investment services; Financial services, namely consulting and advising in the field of raising capital and capital structure; Financial services, namely consulting and advising in the field of debt and equity placement transactions; Financial research and equity research brokerage services; Information, advisory, consultancy and financial research services relating to finance and investments; Trading of stocks, equity, securities, and securities index futures; Trade underwriting, structuring, and restructuring, namely financial services in the nature of securities underwriting and financial consultation in the field of capital structure and restructuring; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing an internet website portal in the field of finance and in the finance fields of financial, banking and investment transactions and payment processing services; Providing information in the field of finance and in the finance fields of financial stock and equity markets, mergers and acquisitions, debt, private and public equity, and capital structure and investments
Class 041
Providing online non-downloadable content, namely, reports and articles in the fields of finance and business consulting; Providing a website featuring non-downloadable instructional videos and podcasts in the field of finance; Providing online non-downloadable content, namely, reports and articles in the fields of finance and in the fields of trading, investments, raising capital and capital structure, mergers and acquisitions, debt, and private and public equity; Arranging and conducting conferences and events for educational purposes, in the field of finance
Classification
International Classes
009
035
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
CAPITAL