Legal Representation
Attorney
Alicia J. Edwards
USPTO Deadlines
Application History
10 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 23, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Dec 23, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Dec 23, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Sep 24, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Sep 24, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Sep 24, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Aug 4, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jul 25, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 5, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Mar 5, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial asset management; Financial portfolio management; Financial risk management; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development
Class 041
Educational services, namely, providing internships and apprenticeships in the field of financial asset management
Classification
International Classes
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
INVESTMENT MANAGEMENT