Legal Representation
Attorney
David M. Kelly
USPTO Deadlines
Next Deadline
19 days remaining
Non-Final Action Mailed
Due Date
November 22, 2025
Extension Available
Until February 22, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
16 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 29, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Oct 3, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Oct 2, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Oct 2, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Oct 2, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Sep 24, 2025 | IUAA | P | USE AMENDMENT ACCEPTED | Loading... |
| Sep 2, 2025 | AUPC | I | AMENDMENT TO USE PROCESSING COMPLETE | Loading... |
| Sep 2, 2025 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Sep 2, 2025 | EAAU | I | TEAS AMENDMENT OF USE RECEIVED | Loading... |
| Aug 22, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Aug 22, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Aug 22, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Aug 14, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Aug 1, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 13, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Mar 13, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Funds investment; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Actuarial services; Financial advisory services; Investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information; Providing financial information via a web site; Financial portfolio management; Providing information in the field of employee financial benefit plans; Financial management in the field of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; Charitable fundraising services; Estate planning; Financial trust planning; Financial trust administration
First Use Anywhere:
Feb 20, 2025
First Use in Commerce:
Feb 20, 2025
Additional Information
Pseudo Mark
OF THE INVESTOR BY THE INVESTOR FOR THE INVESTOR SINCE ONE NINE SEVEN FIVE
Pseudo Mark
OF THE INVESTOR BY THE INVESTOR FOR THE INVESTOR SINCE ONE THOUSAND NINE HUNDRED SEVENTY FIVE
Pseudo Mark
OF THE INVESTOR BY THE INVESTOR FOR THE INVESTOR SINCE NINETEEN SEVENTY FIVE
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"SINCE 1975."