Trademark: 87292205
Status Date
Monday, February 3, 2020
Filing Date
Friday, January 6, 2017
Abandoned Date
Monday, January 13, 2020
9 Computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing, and transmitting data and information and providing customized advice in the fields of financial risk management, financial management, investment management, personalized financial planning and retirement planning; 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 investing, investment funds, exchange traded funds, investment advisory services, finance, mutual fund investment advisory services, investment management services and financial management services in the nature of pooled investment funds
36 Financial services, namely, providing information to others in the fields of financial investments, stocks and bonds, real estate, insurance and financial planning; Financial services, namely, wealth management; financial analysis; cash management; Portfolio construction, being financial portfolio management; providing financial advice; insurance brokerage services; Investment management services; Financial planning for retirement; Individual retirement account services; mortgage lending services; mortgage brokerage services; insurance administration services, namely, assisting others with adjusting insurance claims, assisting others with collecting insurance premiums; and lease purchase financing services; investment selection advisory, namely, investment advice in the field of real estate investment trusts (REIT); brokerage services in the field of securities and various packaged financial products, namely, mutual funds, exchange-traded funds, closed-end funds, unit investment trusts, real estate investment trusts, general equities, variable insurance products and annuity products
Feb 3, 2020
Abandonment Notice Mailed - Incomplete Response
Feb 3, 2020
Abandonment - Incomplete Response
Jan 14, 2020
Teas/Email Correspondence Entered
Jan 14, 2020
Correspondence Received In Law Office
Jan 8, 2020
Teas Request For Reconsideration Received
Jul 12, 2019
Notification Of Subsequent Final Emailed
Jul 12, 2019
Subsequent Final Emailed
Jul 12, 2019
Subsequent Final Refusal Written
Jun 18, 2019
Notice Of Acceptance Of Amendment To Allege Use E-Mailed
Jun 17, 2019
Subsequent Final Refusal Written
Jun 15, 2019
Use Amendment Accepted
May 23, 2019
Teas/Email Correspondence Entered
May 22, 2019
Correspondence Received In Law Office
May 22, 2019
Teas Response To Office Action Received
May 23, 2019
Amendment To Use Processing Complete
May 23, 2019
Use Amendment Filed
May 22, 2019
Teas Amendment Of Use Received
Nov 28, 2018
Notification Of Non-Final Action E-Mailed
Nov 28, 2018
Non-Final Action E-Mailed
Nov 28, 2018
Non-Final Action Written
Nov 5, 2018
Teas/Email Correspondence Entered
Nov 5, 2018
Correspondence Received In Law Office
Oct 24, 2018
Assigned To Lie
Oct 15, 2018
Teas Response To Office Action Received
Apr 16, 2018
Notification Of Non-Final Action E-Mailed
Apr 16, 2018
Non-Final Action E-Mailed
Apr 16, 2018
Non-Final Action Written
Mar 26, 2018
Teas/Email Correspondence Entered
Mar 26, 2018
Correspondence Received In Law Office
Mar 26, 2018
Teas Request For Reconsideration Received
Sep 26, 2017
Notification Of Final Refusal Emailed
Sep 26, 2017
Final Refusal E-Mailed
Sep 26, 2017
Final Refusal Written
Sep 5, 2017
Teas/Email Correspondence Entered
Sep 4, 2017
Correspondence Received In Law Office
Sep 4, 2017
Teas Response To Office Action Received
Apr 11, 2017
Notification Of Non-Final Action E-Mailed
Apr 11, 2017
Non-Final Action E-Mailed
Apr 11, 2017
Non-Final Action Written
Mar 30, 2017
Assigned To Examiner
Jan 13, 2017
New Application Office Supplied Data Entered In Tram
Jan 10, 2017
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
