Word

DAILY CAPITAL

Status

Registered

Status Code

800

Status Date

Monday, August 21, 2023

Serial Number

85426712

Registration Number

4366693

Registration Date

Tuesday, July 16, 2013

Mark Type

4000

Filing Date

Tuesday, September 20, 2011

Published for Opposition

Tuesday, April 30, 2013

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, laptop 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, laptop 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, laptop 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, laptop 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, laptop computers, mobile phones, tablet computers, and handheld computers for managing financial records; Computer software and computer application software for use on desktop computers, laptop 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, laptop 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, laptop 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, laptop 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, laptop 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, laptop 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, laptop 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, laptop 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, laptop 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, laptop 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, laptop 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 ]

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 ]

Page 1, lines 2-3 is deleted, and "1 Circle Star Way, Suite 189, San Carlos, CA 94070" is inserted.
In the statement, page 1, line 1, "California" should be deleted, and "Delaware" should be inserted.
Color is not claimed as a feature of the mark.
"CAPITAL"

Trademark Events

Aug 21, 2023

Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed

Aug 21, 2023

Registered And Renewed (First Renewal - 10 Yrs)

Aug 21, 2023

Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted

Aug 21, 2023

Case Assigned To Post Registration Paralegal

Mar 8, 2023

Automatic Update Of Assignment Of Ownership

Feb 3, 2023

Teas Section 8 & 9 Received

Jul 16, 2022

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

Oct 18, 2019

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

Oct 18, 2019

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

Aug 17, 2019

Case Assigned To Post Registration Paralegal

Jul 8, 2019

Teas Section 8 & 15 Received

Apr 17, 2019

Attorney/Dom.Rep.Revoked And/Or Appointed

Apr 17, 2019

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

Jul 17, 2018

Teas Change Of Correspondence Received

Jul 16, 2018

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

Jun 14, 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

Jul 16, 2013

Registered-Principal Register

Apr 30, 2013

Official Gazette Publication Confirmation E-Mailed

Apr 30, 2013

Published For Opposition

Apr 10, 2013

Notification Of Notice Of Publication E-Mailed

Mar 22, 2013

Law Office Publication Review Completed

Mar 14, 2013

Approved For Pub - Principal Register

Mar 14, 2013

Examiner's Amendment Entered

Mar 14, 2013

Notification Of Examiners Amendment E-Mailed

Mar 14, 2013

Examiners Amendment E-Mailed

Mar 14, 2013

Examiners Amendment -Written

Feb 23, 2013

Notification Of Action Denying Req For Recon E-Mailed

Feb 23, 2013

Action Denying Req For Recon E-Mailed

Feb 23, 2013

Action Continuing Final - Completed

Feb 1, 2013

Teas/Email Correspondence Entered

Feb 1, 2013

Correspondence Received In Law Office

Jan 31, 2013

Assigned To Lie

Jan 29, 2013

Teas Request For Reconsideration Received

Aug 1, 2012

Notification Of Final Refusal Emailed

Aug 1, 2012

Final Refusal E-Mailed

Aug 1, 2012

Final Refusal Written

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 23, 2011

New Application Office Supplied Data Entered

Sep 23, 2011

New Application Entered