Word

PERSONAL CAPITAL AN EMPOWER COMPANY

Status

Registered

Status Code

700

Status Date

Tuesday, May 16, 2023

Serial Number

90731609

Registration Number

7056305

Registration Date

Tuesday, May 16, 2023

Mark Type

4000

Filing Date

Monday, May 24, 2021

Published for Opposition

Tuesday, August 23, 2022

Trademark Owner History

EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA - Original Registrant
Great-West Life & Annuity Insurance Company - Owner At Publication

Classifications

9 Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; downloadable computer 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 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 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 for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to obtain price information, balance information and other data about funds and accounts; downloadable computer 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 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 computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities

16 Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning

36 Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing economic information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance

35 Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features

42 Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; 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 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 performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; 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, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

The mark was first used in commerce in a different form other than that sought to be registered at least as early as 02/08/2006
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 01/25/2005
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 01/25/2005
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 02/08/2006
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 01/25/2005
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 02/08/2006
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 02/08/2006
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 02/08/2006
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 01/25/2005
AS TO PERSONAL CAPITAL
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 01/25/2005
"CAPITAL" and "COMPANY"

Trademark Events

May 16, 2023

Notice Of Registration Confirmation Emailed

May 16, 2023

Registered-Principal Register

Apr 8, 2023

Notice Of Acceptance Of Statement Of Use E-Mailed

Apr 7, 2023

Allowed Principal Register - Sou Accepted

Mar 3, 2023

Statement Of Use Processing Complete

Feb 6, 2023

Use Amendment Filed

Feb 27, 2023

Case Assigned To Intent To Use Paralegal

Feb 6, 2023

Teas Statement Of Use Received

Nov 25, 2022

Automatic Update Of Assignment Of Ownership

Oct 18, 2022

Noa E-Mailed - Sou Required From Applicant

Aug 23, 2022

Official Gazette Publication Confirmation E-Mailed

Aug 23, 2022

Published For Opposition

Aug 3, 2022

Notification Of Notice Of Publication E-Mailed

Jul 12, 2022

Withdrawn From Pub - Og Review Query

Jul 8, 2022

Approved For Pub - Principal Register

Jul 8, 2022

Examiner's Amendment Entered

Jul 8, 2022

Notification Of Examiners Amendment E-Mailed

Jul 8, 2022

Examiners Amendment E-Mailed

Jul 8, 2022

Examiners Amendment -Written

Jul 8, 2022

Previous Allowance Count Withdrawn

Jul 8, 2022

Withdrawn From Pub - Managing Attorney Request

Jun 28, 2022

Approved For Pub - Principal Register

Jun 28, 2022

Examiner's Amendment Entered

Jun 28, 2022

Notification Of Examiners Amendment E-Mailed

Jun 28, 2022

Examiners Amendment E-Mailed

Jun 28, 2022

Examiners Amendment -Written

Jun 13, 2022

Teas/Email Correspondence Entered

Jun 13, 2022

Correspondence Received In Law Office

Jun 13, 2022

Teas Response To Office Action Received

Feb 8, 2022

Notification Of Non-Final Action E-Mailed

Feb 8, 2022

Non-Final Action E-Mailed

Feb 8, 2022

Non-Final Action Written

Feb 3, 2022

Assigned To Examiner

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 19, 2021

New Application Office Supplied Data Entered

May 27, 2021

New Application Entered