GS0091: Downloadable computer software for financial planning, financial management, and investment management; downloadable software in the nature of a mobile application for financial planning, financial management, and investment management
DS0000: "FINANCIAL PLAN"
GS0421: Providing temporary use of online, non-downloadable computer software for financial planning, financial management, and investment management
Case File Event Statements
8/15/2023 - a year ago
1 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS
8/28/2024 - 6 months ago
8 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA
8/28/2024 - 6 months ago
9 - TEAS/EMAIL CORRESPONDENCE ENTEREDType:TEME
12/13/2023 - a year ago
2 - ASSIGNED TO EXAMINERType:DOCK
12/26/2023 - a year ago
3 - NON-FINAL ACTION WRITTENType:CNRT
12/26/2023 - a year ago
4 - NON-FINAL ACTION E-MAILEDType:GNRT
12/26/2023 - a year ago
5 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
3/22/2024 - 11 months ago
6 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA
8/28/2024 - 6 months ago
7 - ASSIGNED TO LIEType:ALIE
10/29/2024 - 4 months ago
12 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
10/29/2024 - 4 months ago
11 - NON-FINAL ACTION E-MAILEDType:GNRT
1/29/2025 - a month ago
15 - TEAS/EMAIL CORRESPONDENCE ENTEREDType:TEME
1/29/2025 - a month ago
14 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA
1/29/2025 - a month ago
13 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA