Legal Representation
Attorney
Robert B. Burlingame
USPTO Deadlines
Next Deadline
56 days remaining
Non-Final Action Mailed
Due Date
December 24, 2025
Extension Available
Until March 24, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
9 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 24, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Sep 24, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Sep 24, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 15, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 25, 2025 | TAEA | I | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED | Loading... |
| Apr 25, 2025 | PARI | I | TEAS VOLUNTARY AMENDMENT RECEIVED | Loading... |
| Apr 22, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Apr 22, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Apr 22, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Recorded or downloadable computer software in the nature of investment management software that enables users to make and manage financial investments; none of the aforesaid for corporate finance advisory, stock exchange and capital markets services, or the provision of a market for the raising of capital or the trading of financial instruments, securities, shares, options or other derivatives products.
Class 036
Financial services, namely, wealth management, investment management, capital investment, capital investment consulting, distribution of capital investments, investment advisory services, and asset and investment acquisition, consultation, advisory and development of investments and intellectual property assets; all of the foregoing in connection with investment management; none of the aforesaid for corporate finance advisory, stock exchange and capital markets services, or the provision of a market for the raising of capital or the trading of financial instruments, securities, shares, options or other derivatives products.
Classification
International Classes
009
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"INVESTMENT MANAGERS"