Trademark: 86434252
Status Date
Tuesday, October 31, 2023
Registration Number
5370377
Registration Date
Tuesday, January 2, 2018
Filing Date
Friday, October 24, 2014
Published for Opposition
Tuesday, September 15, 2015
9 Downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; downloadable mobile software for investment services; computer software for use in electronic trading of securities and portfolio management in the fields of finance, saving, investing, investments, and asset management; computer software for managing investment portfolios; computer software for maintaining, managing and reporting financial information; computer software for initiating, processing and tracking financial transactions; computer software for use by investment fund administrators 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 for use in obtaining access to, and enhancing the user's experience of, an internet web site which provides news, information, transaction capability and online financial services; computer software for use by retirement plan sponsors to transmit and receive account information and other information by means of an online connection; computer software for use by financial investment advisors in portfolio allocation, and portfolio rebalancing
36 Providing an interactive website that provides online financial investment advisory services, financial news, and financial transaction capability
35 Providing an interactive website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
Oct 31, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Oct 31, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Oct 31, 2023
Case Assigned To Post Registration Paralegal
May 2, 2023
Teas Section 8 & 15 Received
Jan 2, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jan 2, 2018
Registered-Principal Register
Nov 25, 2017
Notice Of Acceptance Of Statement Of Use E-Mailed
Nov 24, 2017
Allowed Principal Register - Sou Accepted
Nov 22, 2017
Teas/Email Correspondence Entered
Nov 22, 2017
Correspondence Received In Law Office
Nov 21, 2017
Teas Response To Office Action Received
May 24, 2017
Notification Of Non-Final Action E-Mailed
May 24, 2017
Non-Final Action E-Mailed
May 24, 2017
Su - Non-Final Action - Written
May 23, 2017
Statement Of Use Processing Complete
May 9, 2017
Use Amendment Filed
May 9, 2017
Teas Statement Of Use Received
Nov 29, 2016
Notice Of Approval Of Extension Request E-Mailed
Nov 28, 2016
Sou Extension 2 Granted
Nov 10, 2016
Sou Extension 2 Filed
Nov 23, 2016
Case Assigned To Intent To Use Paralegal
Nov 10, 2016
Sou Teas Extension Received
Mar 24, 2016
Notice Of Approval Of Extension Request E-Mailed
Mar 22, 2016
Sou Extension 1 Granted
Mar 22, 2016
Sou Extension 1 Filed
Mar 22, 2016
Sou Teas Extension Received
Nov 10, 2015
Noa E-Mailed - Sou Required From Applicant
Sep 15, 2015
Official Gazette Publication Confirmation E-Mailed
Sep 15, 2015
Published For Opposition
Aug 26, 2015
Notification Of Notice Of Publication E-Mailed
Aug 12, 2015
Law Office Publication Review Completed
Aug 12, 2015
Assigned To Lie
Jul 29, 2015
Approved For Pub - Principal Register
Jul 29, 2015
Examiner's Amendment Entered
Jul 29, 2015
Notification Of Examiners Amendment E-Mailed
Jul 29, 2015
Examiners Amendment E-Mailed
Jul 29, 2015
Examiners Amendment -Written
Jul 24, 2015
Teas/Email Correspondence Entered
Jul 24, 2015
Correspondence Received In Law Office
Jul 24, 2015
Teas Response To Office Action Received
Feb 12, 2015
Notification Of Non-Final Action E-Mailed
Feb 12, 2015
Non-Final Action E-Mailed
Feb 12, 2015
Non-Final Action Written
Feb 12, 2015
Assigned To Examiner
Nov 4, 2014
Notice Of Pseudo Mark E-Mailed
Nov 3, 2014
New Application Office Supplied Data Entered
Oct 28, 2014
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
