Legal Representation
Attorney
Patrick O'Brien
USPTO Deadlines
Next Deadline
27 days remaining
Non-Final Action Mailed
Due Date
November 25, 2025
Extension Available
Until February 25, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
7 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 25, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Aug 25, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Aug 25, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Aug 19, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Aug 5, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 19, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
| Mar 19, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
Detailed Classifications
Class 042
Class 042 for Providing registered investment advisors with non-downloadable software for manual and automated portfolio rebalancing, account opening, sub-advising, direct indexing, data aggregation, customer relationship management, scheduling tools, financial clearing, taking custody of assets, account interfacing, investment model selection, investment model evaluation, trading, fee billing management, client prospecting.
Classification
International Classes
042