Trademark: 87924368
Word
FINANCIAL GOAL POSITIONING SYSTEM
Status Date
Monday, March 4, 2019
Filing Date
Wednesday, May 16, 2018
Abandoned Date
Tuesday, February 19, 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, investment brokerage, money lending and insurance consulting 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 Financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investment management, investment brokerage, money lending and insurance consulting 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, investment brokerage, money lending and insurance consulting 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
Mar 4, 2019
Abandonment Notice E-Mailed - Failure To Respond
Mar 4, 2019
Abandonment - Failure To Respond Or Late Response
Aug 17, 2018
Notification Of Non-Final Action E-Mailed
Aug 17, 2018
Non-Final Action E-Mailed
Aug 17, 2018
Non-Final Action Written
Aug 15, 2018
Assigned To Examiner
May 24, 2018
New Application Office Supplied Data Entered In Tram
May 19, 2018
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
