Trademark: 88770950
Status Date
Wednesday, February 7, 2024
Filing Date
Thursday, January 23, 2020
9 Downloadable computer and mobile application software consisting of learning modules, games and questionnaires in the fields of investing and managing personal finances; downloadable computer and mobile application software for use in providing customized behavioral financial advice; downloadable computer and mobile application software for creating investor personality profiles; downloadable computer and mobile application software for providing information in the field of finance, securities trading, investments, securities brokerage; downloadable computer and mobile application software for use in accessing and managing financial investments; downloadable computer and mobile application software for financial asset management, portfolio management, discretionary portfolio management, managing financial investments in the field of exchange traded funds, managing financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement; downloadable computer and mobile application software for portfolio allocation, for portfolio monitoring and rebalancing, client document signing, client onboarding, client management; downloadable computer and mobile application software for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities and equities
36 Financial and investment services, namely, financial investments in the field of securities; financial management; financial management via the internet; financial planning and investment advisory services; financial asset management; management of portfolios comprising securities; discretionary management of portfolios comprising securities; financial investments in the field of exchange traded funds; financial investments in the field of securities; financial management by the internet; financial planning for retirement; financial securities and commodity trading services for others; margin lending, namely, money lending that allows the borrower to invest the money; financial services, namely, brokerage and trading services for securities, stocks, bonds, capital investments, commodities and equities; financial investment brokerage services; electronic financial trading services; providing web-based, automated and customized personal financial management services for others, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; providing information in the fields of investment and finance over computer networks and global communication networks; financial information provided by electronic means in the field of finance, securities trading, investments, securities brokerage
42 Providing online, non-downloadable web-based computer and mobile application software consisting of learning modules, games and questionnaires in the fields of investing and managing personal finances; Providing online, non-downloadable web-based computer and mobile application software for use in providing customized behavioral financial advice; Providing online, non-downloadable web-based computer and mobile application software for creating investor personality profiles; Providing online, non-downloadable web-based computer and mobile application software for providing information in the field of finance, securities trading, investments, securities brokerage; Providing online, non-downloadable web-based computer and mobile application software for use in accessing and managing financial investments; Providing online, non-downloadable web-based computer and mobile application software for financial asset management, portfolio management, discretionary portfolio management, managing financial investments in the field of exchange traded funds, managing financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement; Providing online, non-downloadable web-based computer and mobile application software for portfolio allocation, for portfolio monitoring and rebalancing, client document signing, client onboarding, client management; Providing online, non-downloadable web-based computer and mobile application software for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities and equities
Feb 7, 2024
Notification Of Letter Of Suspension E-Mailed
Feb 7, 2024
Letter Of Suspension E-Mailed
Feb 7, 2024
Suspension Letter Written
Feb 1, 2024
Teas/Email Correspondence Entered
Jan 31, 2024
Correspondence Received In Law Office
Jan 31, 2024
Teas Response To Suspension Inquiry Received
Jan 19, 2024
Notification Of Inquiry As To Suspension E-Mailed
Jan 19, 2024
Inquiry To Suspension E-Mailed
Jan 19, 2024
Suspension Inquiry Written
Jan 19, 2024
Notification Of Letter Of Suspension E-Mailed
Jan 19, 2024
Letter Of Suspension E-Mailed
Jan 19, 2024
Suspension Letter Written
Jan 2, 2024
Suspension Checked - To Attorney For Action
Apr 21, 2023
Notification Of Letter Of Suspension E-Mailed
Apr 21, 2023
Letter Of Suspension E-Mailed
Apr 21, 2023
Suspension Letter Written
Apr 6, 2023
Teas/Email Correspondence Entered
Apr 6, 2023
Correspondence Received In Law Office
Apr 6, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Apr 6, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Apr 5, 2023
Assigned To Lie
Mar 29, 2023
Teas Response To Suspension Inquiry Received
Mar 28, 2023
Teas Change Of Correspondence Received
Mar 28, 2023
Teas Change Of Domestic Representatives Address
Mar 28, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Mar 28, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Oct 3, 2022
Notification Of Inquiry As To Suspension E-Mailed
Oct 3, 2022
Inquiry To Suspension E-Mailed
Oct 3, 2022
Suspension Inquiry Written
Mar 26, 2022
Notification Of Letter Of Suspension E-Mailed
Mar 26, 2022
Letter Of Suspension E-Mailed
Mar 26, 2022
Suspension Letter Written
Mar 9, 2022
Teas/Email Correspondence Entered
Mar 9, 2022
Correspondence Received In Law Office
Mar 3, 2022
Notice Of Revival - E-Mailed
Mar 2, 2022
Teas Response To Office Action Received
Mar 2, 2022
Petition To Revive-Granted
Mar 2, 2022
Teas Petition To Revive Received
Feb 18, 2022
Abandonment Notice E-Mailed - Failure To Respond
Feb 17, 2022
Abandonment - Failure To Respond Or Late Response
Aug 12, 2021
Teas Change Of Correspondence Received
Aug 12, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Aug 12, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Aug 5, 2021
Notification Of Inquiry As To Suspension E-Mailed
Aug 5, 2021
Inquiry To Suspension E-Mailed
Aug 5, 2021
Suspension Inquiry Written
Feb 5, 2021
Notification Of Letter Of Suspension E-Mailed
Feb 5, 2021
Letter Of Suspension E-Mailed
Feb 5, 2021
Suspension Letter Written
Feb 5, 2021
Teas/Email Correspondence Entered
Feb 5, 2021
Correspondence Received In Law Office
Feb 4, 2021
Teas Response To Suspension Inquiry Received
Dec 22, 2020
Notification Of Inquiry As To Suspension E-Mailed
Dec 22, 2020
Inquiry To Suspension E-Mailed
Dec 22, 2020
Suspension Inquiry Written
Nov 30, 2020
Suspension Checked - To Attorney For Action
Nov 29, 2020
Assigned To Lie
May 5, 2020
Notification Of Letter Of Suspension E-Mailed
May 5, 2020
Letter Of Suspension E-Mailed
May 5, 2020
Suspension Letter Written
May 4, 2020
Teas/Email Correspondence Entered
May 4, 2020
Correspondence Received In Law Office
Apr 30, 2020
Teas Response To Office Action Received
Apr 30, 2020
Notification Of Examiner's Amendment/Priority Action E-Mailed
Apr 30, 2020
Examiner's Amendment/Priority Action E-Mailed
Apr 30, 2020
Combined Examiner's Amendment/Priority Action Automatic Entry
Apr 30, 2020
Examiners Amendment And/Or Priority Action - Completed
Apr 28, 2020
Teas/Email Correspondence Entered
Apr 28, 2020
Correspondence Received In Law Office
Apr 27, 2020
Assigned To Lie
Apr 22, 2020
Teas Response To Office Action Received
Apr 13, 2020
Notification Of Non-Final Action E-Mailed
Apr 13, 2020
Non-Final Action E-Mailed
Apr 13, 2020
Non-Final Action Written
Apr 13, 2020
Assigned To Examiner
Jan 27, 2020
New Application Office Supplied Data Entered
Jan 27, 2020
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
