Trademark: 87890026
Status Date
Tuesday, March 3, 2020
Registration Number
6003195
Registration Date
Tuesday, March 3, 2020
Filing Date
Tuesday, April 24, 2018
Published for Opposition
Tuesday, April 9, 2019
9 Computer software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Computer software for simulations and analysis of algorithmic financial planning strategies; Computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; Computer software for maintenance of products and services financial profiles used in algorithmic financial planning; Computer software for delivering trusts and estates planning using algorithmic financial planning strategies; Computer software for delivering customized financial services, namely, customized investment management, brokerage, lending and insurance services, integrated with algorithmic financial planning strategies; Computer software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies
36 Estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investment management, brokerage, lending and insurance services, integrated with algorithmic financial planning strategies; customized wealth management financial advice integrated with algorithmic financial planning strategies; customized money management financial advice integrated with algorithmic financial planning strategies; customized consumer financial advice integrated with algorithmic financial planning strategies
42 Software as a service (SaaS) services featuring cloud based software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SaaS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SaaS) services featuring cloud based software for delivering trusts and estates planning using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized financial services, namely, customized investment management, brokerage, lending and insurance services, integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies
Jul 18, 2023
Teas Change Of Correspondence Received
Jul 18, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Jul 18, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jun 23, 2022
Assignment Of Ownership Not Updated Automatically
Apr 13, 2022
Assignment Of Ownership Not Updated Automatically
Aug 27, 2021
Applicant/Correspondence Changes (Non-Responsive) Entered
Aug 27, 2021
Teas Change Of Correspondence Received
Aug 27, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Aug 27, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Aug 27, 2021
Teas Change Of Owner Address Received
Mar 3, 2020
Registered-Principal Register
Jan 28, 2020
Notice Of Acceptance Of Statement Of Use E-Mailed
Jan 26, 2020
Allowed Principal Register - Sou Accepted
Jan 5, 2020
Assigned To Examiner
Dec 12, 2019
Statement Of Use Processing Complete
Dec 4, 2019
Use Amendment Filed
Dec 12, 2019
Case Assigned To Intent To Use Paralegal
Dec 4, 2019
Teas Statement Of Use Received
Jun 4, 2019
Noa E-Mailed - Sou Required From Applicant
Apr 9, 2019
Official Gazette Publication Confirmation E-Mailed
Apr 9, 2019
Published For Opposition
Mar 20, 2019
Notification Of Notice Of Publication E-Mailed
Mar 6, 2019
Assigned To Examiner
Mar 4, 2019
Assigned To Lie
Feb 14, 2019
Approved For Pub - Principal Register
Feb 14, 2019
Examiner's Amendment Entered
Feb 14, 2019
Notification Of Examiners Amendment E-Mailed
Feb 14, 2019
Examiners Amendment E-Mailed
Feb 14, 2019
Examiners Amendment -Written
Aug 17, 2018
Notification Of Priority Action E-Mailed
Aug 17, 2018
Priority Action E-Mailed
Aug 17, 2018
Priority Action Written
Aug 15, 2018
Assigned To Examiner
May 3, 2018
New Application Office Supplied Data Entered
Apr 27, 2018
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
