Legal Representation
Attorney
                                            Beth H. Alter
                                        USPTO Deadlines
Application History
9 events| Date | Code | Type | Description | Documents | 
|---|---|---|---|---|
| Oct 8, 2025 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... | 
| Oct 8, 2025 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... | 
| Jul 11, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... | 
| Jul 11, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... | 
| Jul 11, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... | 
| Jul 8, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... | 
| Feb 12, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... | 
| Feb 12, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... | 
| Feb 12, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... | 
Detailed Classifications
                                                Class 036
                                            
                                        FINANCIAL SERVICES, NAMELY, ESTABLISHING MUTUAL FUNDS FOR OTHERS, MUTUAL FUND AND EXCHANGE TRADED FUND DISTRIBUTION, MUTUAL FUND AND EXCHANGE TRADED FUND INVESTMENT AND MANAGEMENT, AND ASSET ALLOCATION AND PORTFOLIO CONSTRUCTION CONSULTATION SERVICES
                                        
                                                    
                                                    First Use Anywhere: 
Aug 1, 2014                                                    
                                                
                                                
                                                    
                                                    First Use in Commerce: 
Aug 1, 2014                                                    
                                                
                                        Classification
                                            
                                            International Classes
                                        
                                        
                                                    036