Trademark: 88599321
Status Date
Tuesday, November 7, 2023
Registration Number
7213474
Registration Date
Tuesday, November 7, 2023
Filing Date
Friday, August 30, 2019
Published for Opposition
Tuesday, August 4, 2020
41 Education services, namely, providing instruction in the field of finances, asset protection, trusts and estates, investment, taxes, and legal issues for individuals
36 Financial services, namely, wealth management services; financial analysis; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial trust planning; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial risk management; financial affairs and monetary affairs, namely, financial information, management and analysis services; providing a web site featuring personal and business financial information and financial advice; providing financial information in the field of finances, asset protection, trusts and estates, investment, and taxes for individuals
35 Tax and taxation planning, advice, information and consultancy services
42 Platform as a service (PAAS) featuring computer software platforms for coordination, for individual clients within a single account, of an investment and asset portfolio's maintenance, rebalancing, legal, and tax management needs; platform as a service (PAAS) featuring computer software platforms using artificial intelligence for coordination, for individual clients within a single account, of an investment portfolio's maintenance, rebalancing, legal, and tax management needs; software as a service (SAAS) services, namely, hosting software for use by others for coordination, for individual clients within a single account, of an investment portfolio's maintenance, rebalancing, legal, and tax management needs; software as a service (SAAS) services, namely, hosting software using artificial intelligence for use by others for coordination, for individual clients within a single account, of an investment portfolio's maintenance, rebalancing, legal, and tax management needs; advanced product research in the field of artificial intelligence; providing a website featuring on-line, non-downloadable software that enables users to access educational guides in the field of finances, asset protection, trusts and estates, investment, taxes, and legal issues for individuals
Nov 7, 2023
Notice Of Registration Confirmation Emailed
Nov 7, 2023
Registered-Principal Register
Oct 3, 2023
Notice Of Acceptance Of Statement Of Use E-Mailed
Oct 2, 2023
Allowed Principal Register - Sou Accepted
Sep 29, 2023
Statement Of Use Processing Complete
Sep 28, 2023
Use Amendment Filed
Sep 28, 2023
Teas Statement Of Use Received
Apr 6, 2023
Notice Of Approval Of Extension Request E-Mailed
Apr 5, 2023
Sou Extension 5 Granted
Mar 28, 2023
Sou Extension 5 Filed
Apr 5, 2023
Case Assigned To Intent To Use Paralegal
Mar 28, 2023
Sou Teas Extension Received
Sep 30, 2022
Notice Of Approval Of Extension Request E-Mailed
Sep 28, 2022
Sou Extension 4 Granted
Sep 28, 2022
Sou Extension 4 Filed
Sep 28, 2022
Sou Teas Extension Received
Mar 30, 2022
Notice Of Approval Of Extension Request E-Mailed
Mar 28, 2022
Sou Extension 3 Granted
Mar 28, 2022
Sou Extension 3 Filed
Mar 28, 2022
Sou Teas Extension Received
Oct 1, 2021
Notice Of Approval Of Extension Request E-Mailed
Sep 29, 2021
Sou Extension 2 Granted
Sep 29, 2021
Sou Extension 2 Filed
Sep 29, 2021
Sou Teas Extension Received
Mar 25, 2021
Notice Of Approval Of Extension Request E-Mailed
Mar 23, 2021
Sou Extension 1 Granted
Mar 23, 2021
Sou Extension 1 Filed
Mar 23, 2021
Sou Teas Extension Received
Sep 29, 2020
Noa E-Mailed - Sou Required From Applicant
Aug 4, 2020
Official Gazette Publication Confirmation E-Mailed
Aug 4, 2020
Published For Opposition
Jul 15, 2020
Notification Of Notice Of Publication E-Mailed
Jun 30, 2020
Approved For Pub - Principal Register
Jun 30, 2020
Examiner's Amendment Entered
Jun 30, 2020
Notification Of Examiners Amendment E-Mailed
Jun 30, 2020
Examiners Amendment E-Mailed
Jun 30, 2020
Examiners Amendment -Written
Jun 24, 2020
Teas/Email Correspondence Entered
Jun 24, 2020
Correspondence Received In Law Office
Jun 22, 2020
Assigned To Lie
Jun 12, 2020
Teas Response To Office Action Received
Dec 13, 2019
Notification Of Non-Final Action E-Mailed
Dec 13, 2019
Non-Final Action E-Mailed
Dec 13, 2019
Non-Final Action Written
Dec 4, 2019
Assigned To Examiner
Sep 11, 2019
New Application Office Supplied Data Entered
Sep 3, 2019
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
