Legal Representation
Attorney
Catherine T. Dobrowitsky
USPTO Deadlines
Next Deadline
77 days remaining
Non-Final Action Mailed
Due Date
October 17, 2025
Extension Available
Until January 17, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
10 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 31, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jul 31, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jul 31, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jul 17, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 17, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 17, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 17, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Feb 7, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Feb 7, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Feb 7, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial services, namely, financial planning and investment management; Financial advisory, planning and consultancy services; Providing financial services, namely, providing a holistic approach to financial planning by evaluating a client's needs, investigating potential solutions, and implementing a customized financial plan; Providing a retirement financial evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; Financial asset management; Financial services, namely, investment portfolio management; Financial services, namely, investment planning services; Financial services, namely, wealth management; Investment advice, consultation and management of personal and retirement investments; Financial information provided by electronic means; Providing a web site that assists consumers in the management of investments and financial assets; Providing financial information via a web site; Financial services, namely, providing financial information in the field of financial wellness, financial planning, and retirement planning;
First Use Anywhere:
Feb 4, 2025
First Use in Commerce:
Feb 4, 2025
Class 041
On-line journals, namely, blogs featuring information in the field of financial wellness, financial planning, and retirement planning; Providing on-line non-downloadable articles in the field of financial wellness, financial planning, and retirement planning
First Use Anywhere:
Feb 4, 2025
First Use in Commerce:
Feb 4, 2025
Classification
International Classes
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
FINANCIAL