Legal Representation
Attorney
Thomas Dunlap
Application History
4 events| Date | Code | Type | Description |
|---|---|---|---|
| Jul 1, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
| Jul 1, 2025 | PARI | I | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Jul 1, 2025 | NWAP | I | NEW APPLICATION ENTERED |
| Jul 1, 2025 | TAEA | I | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
Detailed Classifications
Class 042
Providing on-line non-downloadable software for optimizing asset allocation for retirement income portfolios, preparing financial analyses and analytics, and creating, optimizing, and assessing the health and potential risk of retirement income strategies; Providing on-line non-downloadable software for evaluating short-term financial needs to determine the most tax-efficient way to withdraw cash from various investment accounts and financial products to cover retirement expenses and tax obligations; Providing on-line non-downloadable software for analyzing long-term retirement income needs, including optimizing financial asset allocation strategies
First Use Anywhere:
Mar 4, 2018
First Use in Commerce:
Mar 4, 2018
Classification
International Classes
042