Trademark: 86921005
Status Date
Tuesday, December 5, 2017
Registration Number
5351198
Registration Date
Tuesday, December 5, 2017
Filing Date
Friday, February 26, 2016
Published for Opposition
Tuesday, August 16, 2016
36 Self-directed individual retirement account services; Financial services, namely, financial administration of self-directed tax-deferred and tax-free retirement accounts and individual 401k plans; Financial services, namely, providing an Internet web portal for individuals to direct and manage investments in private company securities, real estate, precious metals and alternative investments; Financial services, namely, financial administration of transactions involving alternative investments and assets held in self-directed individual retirement accounts and individual 401K plans; Financial services, namely, providing financial reporting services relating to custodial and trust accounts for alternative investments; Financial information provided by electronic means in the field of self-directed individual retirement accounts and alternative investments
42 Providing temporary use of a non-downloadable web application for managing self-directed individual retirement accounts, self-directed tax-deferred and tax-free retirement accounts and individual 401k plans; Providing a website featuring non-downloadable software for administration of financial transactions in the nature of alternative investments; Providing a website featuring non-downloadable software for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts and individual 401k plans; Providing a website featuring non-downloadable software, electronic forms and instructions for opening self-directed individual retirement accounts and investing in private company securities, real estate, precious metals and alternative investments using funds from self-directed individual retirement accounts; Providing a website featuring non-downloadable software that enables users to manage self-directed individual retirement accounts; Providing a website featuring non-downloadable software that enables users to manage financial transactions involving alternative investments; Providing a website featuring non-downloadable software for reporting financial transactions involving custodial and trust accounts holding alternative investments; Providing an Internet web portal for custodians of individual retirement accounts featuring technology that allows users to send and receive financial records
Dec 5, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Sep 2, 2021
Applicant/Correspondence Changes (Non-Responsive) Entered
Sep 2, 2021
Teas Change Of Correspondence Received
Sep 2, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 2, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 2, 2021
Teas Change Of Owner Address Received
Dec 5, 2018
Automatic Update Of Assignment Of Ownership
Dec 5, 2017
Registered-Principal Register
Nov 2, 2017
Notice Of Acceptance Of Statement Of Use E-Mailed
Nov 1, 2017
Allowed Principal Register - Sou Accepted
Oct 11, 2017
Statement Of Use Processing Complete
Oct 2, 2017
Use Amendment Filed
Oct 6, 2017
Case Assigned To Intent To Use Paralegal
Oct 2, 2017
Teas Statement Of Use Received
Oct 2, 2017
Teas Change Of Correspondence Received
Apr 8, 2017
Notice Of Approval Of Extension Request E-Mailed
Apr 5, 2017
Sou Extension 1 Granted
Apr 5, 2017
Sou Extension 1 Filed
Apr 5, 2017
Teas Extension Received
Oct 11, 2016
Noa E-Mailed - Sou Required From Applicant
Aug 16, 2016
Official Gazette Publication Confirmation E-Mailed
Aug 16, 2016
Published For Opposition
Jul 27, 2016
Notification Of Notice Of Publication E-Mailed
Jul 12, 2016
Law Office Publication Review Completed
Jul 7, 2016
Assigned To Lie
Jun 30, 2016
Approved For Pub - Principal Register
Jun 30, 2016
Examiner's Amendment Entered
Jun 30, 2016
Notification Of Examiners Amendment E-Mailed
Jun 30, 2016
Examiners Amendment E-Mailed
Jun 30, 2016
Examiners Amendment -Written
Jun 13, 2016
Examiner's Amendment Entered
Jun 13, 2016
Assigned To Lie
Jun 11, 2016
Notification Of Examiners Amendment E-Mailed
Jun 11, 2016
Examiners Amendment E-Mailed
Jun 11, 2016
Examiners Amendment -Written
Jun 11, 2016
Notification Of Non-Final Action E-Mailed
Jun 11, 2016
Non-Final Action E-Mailed
Jun 11, 2016
Non-Final Action Written
Jun 10, 2016
Assigned To Examiner
Mar 1, 2016
New Application Office Supplied Data Entered In Tram
Mar 1, 2016
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
