Legal Representation
Attorney
Andrew Milne
USPTO Deadlines
Application History
9 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 19, 2025 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Nov 19, 2025 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| Aug 20, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Aug 20, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Aug 20, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Aug 19, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Mar 19, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Mar 19, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 19, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial investment brokerage services; Financial management; Financial planning consultation; Financial planning; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Strategic financial advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
First Use Anywhere:
Jun 17, 2013
First Use in Commerce:
Sep 23, 2013
Classification
International Classes
036