Legal Representation
Attorney
                                            Patrick O'Brien
                                        USPTO Deadlines
                                Next Deadline
                            
                            
                                    
                                        
                                        26 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
9 events| Date | Code | Type | Description | Documents | 
|---|---|---|---|---|
| Aug 25, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... | 
| Aug 25, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... | 
| Aug 25, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... | 
| Aug 20, 2025 | LOPR | P | LETTER OF PROTEST EVIDENCE REVIEWED-NO FURTHER ACTION TAKEN | Loading... | 
| Aug 19, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... | 
| Jul 14, 2025 | LOPT | I | LETTER OF PROTEST EVIDENCE FORWARDED | Loading... | 
| Jul 10, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... | 
| Mar 19, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... | 
| Mar 19, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... | 
Detailed Classifications
                                                Class 042
                                            
                                        The provision of non-downloadable software for manual and automated portfolio rebalancing, account opening, sub-advising, financial clearing, direct indexing, data aggregation, customer relationship management, customer account management, scheduling tools, taking custody of assets, account interfacing, investment model selection, investment model evaluation, trading, fee billing management, client prospecting, business intelligence platform, cash and funding management, trading order management system, trading execution management, corporate actions processing, lending and borrowing of securities, development tools, investment marketplace services, trading engagement models, account transfers, real-time ledger services.
                                        Additional Information
                                                
                                                Pseudo Mark
                                            
                                        ASCEND OS; ASCEND OPERATING SYSTEM
                                    Classification
                                            
                                            International Classes
                                        
                                        
                                                    042