Legal Representation
Attorney
Michael D. Ellis
USPTO Deadlines
Next Deadline
48 days remaining
Non-Final Action E-Mailed
Due Date
March 17, 2026
Extension Available
Until June 17, 2026
Application History
7 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 17, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Dec 17, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Dec 17, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Dec 17, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 11, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 4, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Aug 4, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial planning; Financial planning consultation; Financial planning and investment advisory services; Financial wealth management services; Financial advice and consultancy services; Investment management; Financial services, namely, wealth management services; Family office investment management services; Family office investment advisory services; Estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning for retirement; Financial risk management; Financial advice relating to tax; Wealth transfer planning
Classification
International Classes
036