Legal Representation
Attorney
Amber M. Underhill
USPTO Deadlines
Next Deadline
50 days remaining
Non-Final Action Mailed
Due Date
December 23, 2025
Extension Available
Until March 23, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
7 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 23, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Sep 23, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 23, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Sep 23, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 15, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 6, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| May 6, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Tax planning services
First Use Anywhere:
Mar 1, 2023
First Use in Commerce:
Oct 25, 2023
Class 036
Investment advisory services; investment management; financial planning and investment advisory services for individuals and entities, 401(k) and other ERISA plans, individual retirement accounts, and charitable giving and foundations; financial planning services, including asset management, cash solutions, tax strategies, long-term care and life insurance, student debt analysis, mortgage analysis, and divorce planning and business sales; investment management services in the field of stocks, bonds, options, mutual funds, ETFs (exchange-traded funds), commodities, futures, private securities, and other securities
First Use Anywhere:
Mar 1, 2023
First Use in Commerce:
Oct 25, 2023
Classification
International Classes
035
036