| Serial Number | 98964202 |
| Word Mark | HERON |
| Filing Date | Wednesday, January 15, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, July 1, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Providing a website featuring technology that enables users to learn about various accredited investment options; Providing temporary use of online, non-downloadable software for users to learn about various accredited investment options; Providing a website featuring technology that enables users to users to select which investments to invest in from a list of various accredited investment options; Providing temporary use of online, non-downloadable software for users to select which investments to invest in from a list of various accredited investment options; Providing a website featuring technology that enables users to personalize investment choices, such as what to invest in, how much, and how long to invest for; Providing temporary use of online, non-downloadable software for users to personalize investment choices, such as what to invest in, how much, and how long to invest for; Providing a website featuring technology that enables users to track their investment trends, review their current and past investments, and see general trends of their investment portfolio; Providing temporary use of online, non-downloadable software for users to track their investment trends, review their current and past investments, and see general trends of their investment portfolio; Providing a website featuring technology that enables users to deposit and withdraw money for the purposes of investment; Providing temporary use of online, non-downloadable software for users to deposit and withdraw money for the purposes of investment; Providing a website featuring technology that enables users to learn and invest in personalized private credit portfolio options based on risk profile; Providing temporary use of online, non-downloadable software for users to learn and invest in personalized private credit portfolio options based on risk profile |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 15, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Heron Advisory Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94110 |
| Event Date | Event Description |
| Wednesday, January 15, 2025 | NEW APPLICATION ENTERED |
| Wednesday, January 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 24, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, July 1, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 1, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 1, 2025 | NON-FINAL ACTION WRITTEN |