Word

PERSONAL STRATEGY

Status

Registered

Status Code

800

Status Date

Thursday, November 16, 2023

Serial Number

85426433

Registration Number

4244527

Registration Date

Tuesday, November 20, 2012

Mark Type

4000

Filing Date

Monday, September 19, 2011

Published for Opposition

Tuesday, September 4, 2012

Trademark Owner History

EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA -
Personal Capital Corporation - Original Registrant

Classifications

9 Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services; computer software and applications for trading securities; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; Authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts

16 [ Printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning ]

36 Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking accounts, ATM and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; Providing bill payment and processing services via computer and communication networks; Electronic processing and transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services

35 Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications; Providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing

45 [ Monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; Providing financial fraud and identity theft protection services ]

42 Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks

In the statement, lines 2-3, " 726 Main Street , Redwood City, California 94063" is deleted, and 1 Circle Star Way, Suite 189, San Carlos, California 94070 is inserted.
In the statement, line 1, "California" should be deleted, and "Delaware" should be inserted.
Color is not claimed as a feature of the mark.

Trademark Events

Nov 16, 2023

Notice Of Acceptance Of Sec. 8 - E-Mailed

Nov 16, 2023

Registered And Renewed (First Renewal - 10 Yrs)

Nov 16, 2023

Registered - Sec. 9 Granted/Check Record For Sec. 8

Nov 16, 2023

Registered - Partial Sec. 8 (10-Yr) Accepted

Nov 16, 2023

Case Assigned To Post Registration Paralegal

May 22, 2023

Teas Section 8 & 9 Received

Mar 8, 2023

Automatic Update Of Assignment Of Ownership

Nov 20, 2021

Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed

Aug 25, 2021

Teas Change Of Correspondence Received

Aug 25, 2021

Attorney/Dom.Rep.Revoked And/Or Appointed

Aug 25, 2021

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

May 11, 2021

Applicant/Correspondence Changes (Non-Responsive) Entered

May 11, 2021

Teas Change Of Correspondence Received

May 11, 2021

Attorney/Dom.Rep.Revoked And/Or Appointed

May 11, 2021

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

May 11, 2021

Teas Change Of Owner Address Received

Apr 17, 2019

Attorney/Dom.Rep.Revoked And/Or Appointed

Apr 17, 2019

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Jan 25, 2019

Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed

Jan 25, 2019

Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.

Jan 25, 2019

Case Assigned To Post Registration Paralegal

Dec 26, 2018

Teas Section 8 & 15 Received

Jul 17, 2018

Teas Change Of Correspondence Received

Nov 20, 2017

Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed

Jul 5, 2016

Amendment Under Section 7 ¿ Processed

Jun 14, 2016

Case Assigned To Post Registration Paralegal

Apr 13, 2016

Teas Section 7 Request Received

Jan 16, 2016

Applicant/Correspondence Changes (Non-Responsive) Entered

Jan 16, 2016

Teas Change Of Owner Address Received

Apr 22, 2014

Correction Under Section 7 ¿ Processed

Apr 17, 2014

Sec 7 Request Filed

Apr 22, 2014

Case Assigned To Post Registration Paralegal

Apr 17, 2014

Teas Section 7 Request Received

Nov 20, 2012

Registered-Principal Register

Sep 4, 2012

Official Gazette Publication Confirmation E-Mailed

Sep 4, 2012

Published For Opposition

Aug 15, 2012

Notification Of Notice Of Publication E-Mailed

Jul 27, 2012

Law Office Publication Review Completed

Jul 25, 2012

Assigned To Lie

Jul 11, 2012

Approved For Pub - Principal Register

Jul 10, 2012

Teas/Email Correspondence Entered

Jul 9, 2012

Correspondence Received In Law Office

Jul 9, 2012

Teas Response To Office Action Received

Jan 10, 2012

Notification Of Non-Final Action E-Mailed

Jan 10, 2012

Non-Final Action E-Mailed

Jan 10, 2012

Non-Final Action Written

Jan 4, 2012

Assigned To Examiner

Sep 22, 2011

New Application Office Supplied Data Entered

Sep 22, 2011

New Application Entered