Legal Representation
Attorney
                                            Eric J. Perrott, Esq.
                                        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
7 events| Date | Code | Type | Description | Documents | 
|---|---|---|---|---|
| Aug 25, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... | 
| Aug 25, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... | 
| Aug 25, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... | 
| Aug 20, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... | 
| Mar 20, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... | 
| Mar 20, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... | 
| Mar 20, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... | 
Detailed Classifications
                                                Class 042
                                            
                                        Providing a web site featuring technology that enables users to aggregate, warehouse, and illustrate accounting and allocation information, view and edit financial investment dashboards, retrieve documents related to their investments, and administer investment portfolios; Providing temporary use of on-line non-downloadable software for users to aggregate, warehouse and illustrate accounting and allocation information, view and edit financial investment dashboards, retrieve documents related to their investments, and administer investment portfolios
                                        
                                                    
                                                    First Use Anywhere: 
Nov 1, 2024                                                    
                                                
                                                
                                                    
                                                    First Use in Commerce: 
Nov 1, 2024                                                    
                                                
                                        Classification
                                            
                                            International Classes
                                        
                                        
                                                    042