Trademark: 77040900
Status Date
Wednesday, May 25, 2022
Registration Number
3367751
Registration Date
Tuesday, January 15, 2008
Filing Date
Thursday, November 9, 2006
Published for Opposition
Tuesday, October 30, 2007
9 [ Computer hardware and ] computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface
36 [ Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research ]
May 25, 2022
Notice Of Acceptance Of Sec. 8 - E-Mailed
May 25, 2022
Registered And Renewed (First Renewal - 10 Yrs)
May 25, 2022
Registered - Sec. 9 Granted/Check Record For Sec. 8
May 25, 2022
Registered - Partial Sec. 8 (10-Yr) Accepted
May 25, 2022
Case Assigned To Post Registration Paralegal
May 24, 2022
Case Assigned To Post Registration Paralegal
Aug 25, 2020
Applicant/Correspondence Changes (Non-Responsive) Entered
Aug 25, 2020
Teas Change Of Correspondence Received
Aug 24, 2020
Post Registration Action Mailed - Sec. 8 & 9
Jul 23, 2020
Teas Response To Office Action-Post Reg Received
Feb 7, 2020
Post Registration Action Mailed - Sec. 8 & 9
Oct 15, 2019
Teas Response To Office Action-Post Reg Received
Apr 15, 2019
Post Registration Action Mailed - Sec. 8 & 9
Feb 7, 2019
Teas Response To Office Action-Post Reg Received
Aug 7, 2018
Post Registration Action Mailed - Sec. 8 & 9
Aug 6, 2018
Case Assigned To Post Registration Paralegal
Jul 25, 2018
Teas Response To Office Action-Post Reg Received
Jan 26, 2018
Post Registration Action Mailed - Sec. 8 & 9
Jan 17, 2018
Case Assigned To Post Registration Paralegal
Jan 14, 2018
Teas Section 8 & 9 Received
Jan 14, 2018
Teas Change Of Correspondence Received
Jan 15, 2017
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Jan 22, 2014
Notice Of Acceptance Of Sec. 8 - E-Mailed
Jan 22, 2014
Registered - Sec. 8 (6-Yr) Accepted
Jan 13, 2014
Registered - Sec. 8 (6-Yr) Filed
Jan 22, 2014
Case Assigned To Post Registration Paralegal
Jan 13, 2014
Teas Section 8 Received
Jan 13, 2014
Teas Change Of Correspondence Received
Jan 15, 2008
Registered-Principal Register
Oct 30, 2007
Published For Opposition
Oct 10, 2007
Notice Of Publication
Sep 24, 2007
Law Office Publication Review Completed
Sep 24, 2007
Assigned To Lie
Aug 21, 2007
Approved For Pub - Principal Register
Aug 14, 2007
Teas/Email Correspondence Entered
Aug 13, 2007
Correspondence Received In Law Office
Aug 13, 2007
Teas Response To Office Action Received
Mar 16, 2007
Non-Final Action E-Mailed
Mar 16, 2007
Non-Final Action Written
Mar 16, 2007
Assigned To Examiner
Nov 16, 2006
Notice Of Pseudo Mark Mailed
Nov 15, 2006
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
