Trademark: 86269769
Status Date
Friday, October 1, 2021
Registration Number
4765733
Registration Date
Tuesday, June 30, 2015
Filing Date
Friday, May 2, 2014
Published for Opposition
Tuesday, June 24, 2014
36 Financial and insurance services, namely, insurance underwriting, brokerage and administration in the field of life, health, disability, annuities, and employee benefits insurance; insurance underwriting, brokerage and administration in the field of stop loss insurance; mutual fund and investment brokerage; financial risk management; financial administration of retirement, employee benefits, and annuity plans and programs; retirement funds investment services; providing financial information in the field of retirement planning; investment services, in the nature of asset management services, cash management, financial management, and financial portfolio management; investment management services; securities brokerage services; mutual fund investment services; financial planning services; reinsurance underwriting services
42 Providing temporary use of non-downloadable software that allows users to organize, integrate and manage on one comprehensive digital platform their personal finances for purposes of personal financial, retirement, investment, and insurance planning
Oct 1, 2021
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Oct 1, 2021
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Oct 1, 2021
Case Assigned To Post Registration Paralegal
Jun 21, 2021
Teas Section 8 & 15 Received
Jun 30, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jun 30, 2015
Registered-Principal Register
May 23, 2015
Notice Of Acceptance Of Statement Of Use E-Mailed
May 22, 2015
Allowed Principal Register - Sou Accepted
May 22, 2015
Examiner's Amendment Entered
May 22, 2015
Notification Of Examiners Amendment E-Mailed
May 22, 2015
Examiners Amendment E-Mailed
May 22, 2015
Su-Examiner's Amendment Written
Apr 28, 2015
Notification Of Non-Final Action E-Mailed
Apr 28, 2015
Non-Final Action E-Mailed
Apr 28, 2015
Su - Non-Final Action - Written
Mar 25, 2015
Statement Of Use Processing Complete
Feb 17, 2015
Use Amendment Filed
Mar 25, 2015
Case Assigned To Intent To Use Paralegal
Feb 17, 2015
Teas Statement Of Use Received
Sep 17, 2014
Automatic Update Of Assignment Of Ownership
Aug 19, 2014
Noa E-Mailed - Sou Required From Applicant
Jun 24, 2014
Official Gazette Publication Confirmation E-Mailed
Jun 24, 2014
Published For Opposition
Jun 4, 2014
Notification Of Notice Of Publication E-Mailed
May 16, 2014
Notice Of Pseudo Mark E-Mailed
May 15, 2014
Approved For Pub - Principal Register
May 15, 2014
Assigned To Examiner
May 15, 2014
New Application Office Supplied Data Entered In Tram
May 6, 2014
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
