Word

INVESTING ON AUTOPILOT

Status

Dead

Status Code

602

Status Date

Thursday, August 11, 2022

Serial Number

90758431

Mark Type

4000

Filing Date

Monday, June 7, 2021

Abandoned Date

Thursday, July 28, 2022

Trademark Owner History

Wealthsimple Technologies Inc.

Classifications

9 Mobile application software for use in accessing and managing financial investments; Mobile application software for wealth management, financial planning, investment counseling and advisory services; Mobile application software for advisory services in the field of credit and debit control, investment, grants and financing of loans; Mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; Mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; Mobile application software automated investment management; Mobile application software for financial consultation in the field of cryptocurrency; Mobile application software for financial asset management, namely, maintaining possession and records of financial assets of others, investment and management of portfolios of transferable securities and investment funds; Mobile application software for financial lending and financing services, capital investment services, brokerage services, namely, discount brokerage services, on-line brokerage services, day trading services, and online trading, online trading of securities, namely, managing orders and monitoring account balances, securities market research services, namely, constructing model portfolios of securities, account management services, namely, automated fee processing, statement production, and investment management; Mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading, providing stock and securities market information, providing online access to trading software, securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services, providing business news and commentary in the field of blockchain technology and cryptocurrency, and online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; Mobile application software for financial trust and estate services, namely, trust company services, estate planning, estate management; Mobile application software for mortgage services and providing mortgage information; Mobile application software, for insurance services and providing insurance information; Mobile application software for management of tax registered plans; Mobile application software for securities brokerage account services and margin loan services; Mobile application software for tax and taxation planning, advice, information and consultancy; services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing

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; Technology licensing, namely, licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments; Providing on-line news in the field of finance; Money transfer; Electronic transfer of funds; Electronic payment services; Money wiring services; Money exchange services; Wealth management; Investment and management of portfolios of transferable securities and investment funds; Automated investment management; Financial planning, investment counseling and advisory services; Advisory services in the field of credit and debit control, investment, grants and financing of loans; Financial consultation in the field of cryptocurrency; Financial asset management, namely, maintaining possession and records of financial assets of others; Financial lending and financing services; Capital investment services; Financial services, namely, provision of a cryptocurrency blockchain for digital currency exchange and trading services; Brokerage services, namely, discount brokerage services, on-line brokerage services, day trading services, and online trading; Online trading of securities, namely, managing orders and monitoring account balances; Securities market research services, namely, constructing model portfolios of securities; Account management services, namely, automated fee processing, statement production, and investment management; Financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; Providing stock and securities market information; Providing online access to trading software, securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services; Providing business news and commentary in the field of blockchain technology and cryptocurrency; Online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; Financial trust and estate services, namely, trust company services, estate planning, estate management; Mortgage services and providing mortgage information; Insurance services and providing insurance information; Management of tax registered plans; Securities brokerage account services and margin loan services; Providing online access to software to simulate securities market activity in order to permit user to practice the skills of trading securities; Payroll tax debiting; Tax payment processing services

35 Tax and taxation planning, advice, information and consultancy services; Tax preparation services; Tax filing services; Preparing income tax reports; Tax auditing services

Trademark Events

Aug 11, 2022

Abandonment Notice E-Mailed - Failure To Respond

Aug 11, 2022

Abandonment Notice Mailed - Failure To Respond

Aug 11, 2022

Abandonment - Failure To Respond Or Late Response

Jan 27, 2022

Notification Of Non-Final Action E-Mailed

Jan 27, 2022

Non-Final Action E-Mailed

Jan 27, 2022

Non-Final Action Written

Jan 26, 2022

Assigned To Examiner

Aug 27, 2021

New Application Office Supplied Data Entered In Tram

Jun 10, 2021

New Application Entered In Tram