Word

P

Status

Pending

Status Code

733

Status Date

Thursday, October 19, 2023

Serial Number

88673893

Mark Type

3000

Filing Date

Wednesday, October 30, 2019

Published for Opposition

Tuesday, August 24, 2021

Trademark Owner History

EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA - 1st New Owner After Publication
Personal Capital Corporation - Owner At Publication

Classifications

9 Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and applications for trading securities; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, namely, account and identity management, and implementing security measures and electronic safeguards for protecting online accounts

16 Printed materials, namely, accounting and financial forms, bank checks, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning

36 Providing web-based, automated and customized personal financial management services, namely, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a web site featuring financial information used to track consumer financial accounts and balances, track spending and personal budgets, and to retrieve and display data from third party financial and investment web sites on one consolidated view; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking account services, ATM banking and debit card transaction processing, and bank transaction monitoring, bill payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Providing online banking service; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Retirement plan financial administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; financial management services related to the management of customized collections of individual securities portfolios comprising stocks, exchange traded funds and securities, namely, financial portfolio management and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor

35 Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications

42 Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investment, and retirement planning which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in tax planning; Providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Providing temporary use of non-downloadable computer software for transaction order entry, directing and order confirmation to consumers all in the field of investing; monitoring of computer systems for security purposes, namely, monitoring computer systems for detecting unauthorized access or data breach in relation to bank, broker, credit card and other financial accounts; electronic monitoring of personally identifying information to detect identity theft via the internet in relation to bank, broker, credit card and other financial accounts

The mark consists of a stylized lower-case letter "P" in white inside a stylized square design in blue.
The color(s) blue and white is/are claimed as a feature of the mark.

Trademark Events

Oct 21, 2023

Notice Of Approval Of Extension Request E-Mailed

Oct 19, 2023

Sou Extension 4 Granted

Oct 19, 2023

Sou Extension 4 Filed

Oct 19, 2023

Sou Teas Extension Received

Jun 29, 2023

Assigned To Examiner

Apr 21, 2023

Notice Of Approval Of Extension Request E-Mailed

Apr 19, 2023

Sou Extension 3 Granted

Apr 19, 2023

Sou Extension 3 Filed

Apr 19, 2023

Sou Teas Extension Received

Mar 8, 2023

Automatic Update Of Assignment Of Ownership

Oct 21, 2022

Notice Of Approval Of Extension Request E-Mailed

Oct 19, 2022

Sou Extension 2 Granted

Oct 19, 2022

Sou Extension 2 Filed

Oct 19, 2022

Sou Teas Extension Received

Apr 13, 2022

Notice Of Approval Of Extension Request E-Mailed

Apr 11, 2022

Sou Extension 1 Granted

Apr 11, 2022

Sou Extension 1 Filed

Apr 11, 2022

Sou Teas Extension Received

Oct 19, 2021

Noa E-Mailed - Sou Required From Applicant

Aug 25, 2021

Teas Change Of Correspondence Received

Aug 25, 2021

Attorney/Dom.Rep.Revoked And/Or Appointed

Aug 25, 2021

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Aug 24, 2021

Official Gazette Publication Confirmation E-Mailed

Aug 24, 2021

Published For Opposition

Aug 4, 2021

Notification Of Notice Of Publication E-Mailed

Jul 17, 2021

Approved For Pub - Principal Register

Jun 17, 2021

Ex Parte Appeal-Instituted

Jun 17, 2021

Jurisdiction Restored To Examining Attorney

Jun 15, 2021

Exparte Appeal Received At Ttab

Jun 10, 2021

Notice Of Revival - E-Mailed

Jun 10, 2021

Teas/Email Correspondence Entered

Jun 10, 2021

Correspondence Received In Law Office

Jun 10, 2021

Assigned To Lie

Jun 10, 2021

Petition Granted - Response Received

Jun 7, 2021

Assigned To Petition Staff

May 19, 2021

Exparte Appeal Received At Ttab

May 17, 2021

Teas Response To Office Action Received

May 17, 2021

Teas Petition To Revive Received

May 11, 2021

Teas Change Of Correspondence Received

May 11, 2021

Attorney/Dom.Rep.Revoked And/Or Appointed

May 11, 2021

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Mar 15, 2021

Abandonment Notice E-Mailed - Failure To Respond

Mar 15, 2021

Abandonment Notice Mailed - Failure To Respond

Mar 15, 2021

Abandonment - Failure To Respond Or Late Response

Aug 31, 2020

Notification Of Final Refusal Emailed

Aug 31, 2020

Final Refusal E-Mailed

Aug 31, 2020

Final Refusal Written

Aug 7, 2020

Teas/Email Correspondence Entered

Aug 7, 2020

Correspondence Received In Law Office

Aug 7, 2020

Teas Response To Office Action Received

Feb 7, 2020

Notification Of Non-Final Action E-Mailed

Feb 7, 2020

Non-Final Action E-Mailed

Feb 7, 2020

Non-Final Action Written

Feb 4, 2020

Assigned To Examiner

Nov 5, 2019

Notice Of Design Search Code E-Mailed

Nov 3, 2019

New Application Office Supplied Data Entered

Nov 2, 2019

New Application Entered