Trademark: 86983476
Status Date
Tuesday, February 13, 2018
Registration Number
5402275
Registration Date
Tuesday, February 13, 2018
Filing Date
Sunday, January 10, 2016
Published for Opposition
Tuesday, October 4, 2016
36 Provision of financial information in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, tax planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, tax planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; financial services, namely, financial advice, investment management, financial planning, and financial consultancy; investment advisory services
42 Software as a service (SAAS) services featuring software for creating financial plans, executing securities trades, and managing asset allocations in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, investing, investment management, charitable giving, brokerage accounts, and trading in securities and other financial investment vehicles; providing temporary use of online non-downloadable software for creating financial plans, executing securities trades, and managing asset allocations in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; providing temporary use of non-downloadable cloud-based software for creating financial plans, executing securities trades, and managing asset allocations in the fields of wealth creation and wealth management; providing temporary use of non-downloadable cloud-based software for educating investors and clients in the field finance; providing temporary use of non-downloadable cloud-based software for enabling users to sign and execute documents
Feb 9, 2024
Teas Section 8 & 15 Received
Feb 13, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Sep 13, 2022
Teas Change Of Correspondence Received
Sep 13, 2022
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 13, 2022
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Feb 13, 2018
Registered-Principal Register
Jan 10, 2018
Notice Of Acceptance Of Statement Of Use E-Mailed
Jan 9, 2018
Allowed Principal Register - Sou Accepted
Dec 19, 2017
Statement Of Use Processing Complete
Dec 12, 2017
Use Amendment Filed
Dec 19, 2017
Divisional Processing Complete
Dec 12, 2017
Divisional Request Received
Dec 12, 2017
Teas Request To Divide Received
Dec 12, 2017
Teas Statement Of Use Received
Dec 6, 2017
Notice Of Approval Of Extension Request E-Mailed
Dec 5, 2017
Sou Extension 2 Granted
Nov 29, 2017
Sou Extension 2 Filed
Dec 4, 2017
Case Assigned To Intent To Use Paralegal
Nov 29, 2017
Sou Teas Extension Received
May 5, 2017
Notice Of Approval Of Extension Request E-Mailed
May 3, 2017
Sou Extension 1 Granted
May 3, 2017
Sou Extension 1 Filed
May 3, 2017
Sou Teas Extension Received
Nov 29, 2016
Noa E-Mailed - Sou Required From Applicant
Oct 4, 2016
Official Gazette Publication Confirmation E-Mailed
Oct 4, 2016
Published For Opposition
Sep 14, 2016
Notification Of Notice Of Publication E-Mailed
Aug 23, 2016
Approved For Pub - Principal Register
Aug 5, 2016
Teas/Email Correspondence Entered
Aug 4, 2016
Correspondence Received In Law Office
Aug 4, 2016
Teas Response To Office Action Received
Apr 29, 2016
Notification Of Non-Final Action E-Mailed
Apr 29, 2016
Non-Final Action E-Mailed
Apr 29, 2016
Non-Final Action Written
Apr 26, 2016
Assigned To Examiner
Jan 19, 2016
Notice Of Pseudo Mark E-Mailed
Jan 16, 2016
New Application Office Supplied Data Entered
Jan 13, 2016
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
