Legal Representation
Attorney
Roman Vayner
USPTO Deadlines
Application History
15 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 31, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jul 30, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jul 30, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jul 28, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 28, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 28, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 25, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jul 21, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 27, 2025 | EAAU | I | TEAS AMENDMENT OF USE RECEIVED | Loading... |
| Jun 27, 2025 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Jun 27, 2025 | AUPC | I | AMENDMENT TO USE PROCESSING COMPLETE | Loading... |
| Jun 25, 2025 | TAEA | I | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED | Loading... |
| Jun 25, 2025 | PARI | I | TEAS VOLUNTARY AMENDMENT RECEIVED | Loading... |
| Feb 27, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Feb 27, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for financial planning and financial advice; Software as a service (SAAS) services featuring software for the secure upload, storage, retrieval and viewing of financial, estate, and tax documents.
First Use Anywhere:
Apr 1, 2025
First Use in Commerce:
Apr 1, 2025
Additional Information
Pseudo Mark
SMART SAFE
Classification
International Classes
042