Legal Representation
Attorney
Britt L. Anderson
USPTO Deadlines
Application History
22 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 23, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Sep 23, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Sep 17, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Aug 26, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Aug 26, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Aug 26, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Aug 26, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Aug 26, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Aug 22, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Aug 21, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Aug 21, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Aug 19, 2025 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Aug 19, 2025 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Aug 19, 2025 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Aug 19, 2025 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Aug 19, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| May 27, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| May 27, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| May 27, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| May 27, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 17, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 5, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Financial services, namely, providing financial reporting services in the nature of preparing financial reports for others relating to custodial and trust accounts for alternative investments
First Use Anywhere:
Feb 22, 2017
First Use in Commerce:
Feb 22, 2017
Class 036
Financial asset management for self-directed individual retirement accounts; Self-directed individual retirement account services; Financial services, namely, financial administration of self-directed tax-deferred and tax-free retirement accounts; Financial services, namely, providing an Internet web portal featuring information for individuals to self-direct and self-manage financial investments in private company securities, real estate, and alternative investments; Financial services, namely, financial administration of transactions involving funds drawn from alternative investments and assets held in self-directed individual retirement accounts; Financial information involving self-directed individual retirement accounts; all of the foregoing not in the field of providing transaction processing, chargeback dispute resolution, and professionally managed investment management services
First Use Anywhere:
Feb 22, 2017
First Use in Commerce:
Feb 22, 2017
Class 042
Providing temporary use of online non-downloadable software for managing self-directed individual retirement accounts, self-directed tax-deferred, and tax-free retirement accounts; Providing temporary use of on-line non-downloadable software for retirement planning; Providing a website featuring online non-downloadable software for administration of financial transactions involving funds drawn from alternative investments; Providing a website featuring online non-downloadable software for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts and individual retirement plans; Providing a website featuring primarily online non-downloadable software for opening self-directed individual retirement accounts and investing in private company securities, real estate, and alternative investments using funds from self-directed individual retirement accounts and also featuring non-downloadable publications in the nature of electronic articles in the fields of self-directed individual retirement account instructions and instructions for investing in private company securities, real estate, and alternative investments using funds from self-directed individual retirement accounts; Providing a website featuring online non-downloadable software that enables users to manage self-directed individual retirement accounts; Providing a website featuring online non-downloadable software that enables users to manage financial transactions involving funds drawn from alternative investments; Providing a website featuring online non-downloadable software for reporting financial transactions involving custodial and trust accounts holding alternative investments; Providing an Internet web portal for custodians of individual retirement accounts featuring information in the field of technology that allows users to send and receive financial records; Providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of finance and investments
First Use Anywhere:
Feb 22, 2017
First Use in Commerce:
Feb 22, 2017
Classification
International Classes
035
036
042