Word

PLENTY

Status

Pending

Status Code

653

Status Date

Wednesday, November 29, 2023

Serial Number

97397361

Mark Type

4000

Filing Date

Thursday, May 5, 2022

Trademark Owner History

Plenty Financial, Inc.

Classifications

41 Arranging, conducting and organization of seminars, workshops, trainings, classes, exhibitions, presentations and conferences in the field of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning; Education services, namely, providing online non-downloadable videos, audio and video recordings featuring instruction and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; Providing online non-downloadable content in the nature of video files, audio files, images, and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; Providing online non-downloadable blogs and non-downloadable electronic publications in the nature of magazines, newsletters, posts, and articles in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management and estate planning

9 Downloadable software for project management and collaboration between users in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning; downloadable software for uploading, integrating, collecting, accessing and managing bank account, credit card, loan accounts, investment accounts and financial information from different sources to facilitate analyses of debt, assets, and financial positions; downloadable software for providing financial information, management and advisory services; downloadable software for managing finances, tracking investments, portfolio analysis, portfolio management, investment reporting, investment performance measurement; downloadable software for creating, managing, tracking, and implementing budgets, savings, investment and retirement plans, and finance strategies; downloadable software for configuring and receiving alert messages regarding goals, account changes and transactions; downloadable software for monitoring, performing queries, modeling and forecasting financial data and creating reports; downloadable software for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (ETFs), and equities; downloadable software in the nature of a mobile application for brokering and trading investments, securities, stocks, bonds, capital investments, cryptocurrencies and equities; downloadable software in the nature of a mobile application for providing information in the field of finance, securities trading, investments; downloadable software for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable software for providing text, audio, audiovisual, videos, audio and video recordings featuring instruction and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; downloadable software in the field of personal finance for searching, viewing and comparing credit cards, checking accounts, savings accounts, investment accounts, mortgages, auto insurance, life insurance and health insurance; downloadable software featuring chatbot software for simulating conversations; downloadable software for enabling users to register for live video conference events; downloadable software for virtual communities to participate in discussions and engage in social, business and community networking; downloadable software for managing a loyalty and awards program

38 Streaming of audio, visual and audiovisual material via a global computer network; telecommunications services, namely, electronic transmission, broadcasting, distribution of data, images, graphics, sound, video, messages, and documents by means of the Internet or wireless communication networks; computer services, namely, providing online facilities for real-time interaction with others computer users; video on-demand transmission services; Video conferencing services; telecommunications services, namely, providing an online searchable database in connection with video conferencing services; Telecommunications services, namely, providing electronic messages transmission, electronic message alerts via the Internet and e-mail notifications alerts via the Internet

36 On-line financial evaluation for insurance purposes and on-line financial planning services; Providing on-line information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, estate planning; Financial and investment services, namely, financial information, management and advisory services; Information, advisory, consultancy and financial research services using artificial intelligence (AI) relating to finance, money management and investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Providing information in the field of personal finance

35 Advertising, marketing and promotion services; Advertising, marketing and promotional services for the purpose of facilitating networking opportunities for business purposes; Business administration of consumer loyalty programs; Conducting employee incentive award programs to promote participation, engagement and completion of goals and tasks; providing a website featuring business information in the nature of online profiles of business, merchants and service providers; provision of an online marketplace for buyers and sellers of goods and services; providing a website featuring reviews and ratings posted by consumers about local service providers in the field(s) of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning for commercial purposes

42 Software as a Services (SaaS) featuring software for project management and collaboration between users in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning; Providing online non-downloadable software for uploading, integrating, collecting, accessing and managing bank account, credit card, loan accounts, investment accounts and financial information from different sources to facilitate analyses of debt, assets, and financial positions; Providing online non-downloadable software for providing financial information, management and advisory services; online non-downloadable software for use in the field of personal finance for searching, viewing and comparing credit cards, checking accounts, savings accounts, investment accounts, mortgages, auto insurance, life insurance and health insurance; Providing online non-downloadable software for managing finances, tracking investments, portfolio analysis, portfolio management, investment reporting, investment performance measurement; Providing online non-downloadable software for creating, managing, tracking, and implementing budgets, savings, investment and retirement plans, and finance strategies; Providing online non-downloadable software for configuring and receiving alert messages regarding goals, account changes and transactions; Providing online non-downloadable software for monitoring, performing queries, modeling and forecasting financial data and creating reports; Providing online non-downloadable software for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (ETFs), and equities; Providing temporary use of online non-downloadable computer chatbot software for simulating conversations; Providing online non-downloadable software for enabling users to register for or attend online and in person conference events; computer services, namely, creating online virtual communities for registered users to participate in discussions and engage in social, business and community networking; Providing online non-downloadable software for managing a loyalty and awards program; Providing temporary use of online non-downloadable software featuring financial planning tools in the nature of an online, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions

Trademark Events

Nov 29, 2023

Notification Of Letter Of Suspension E-Mailed

Nov 29, 2023

Letter Of Suspension E-Mailed

Nov 29, 2023

Suspension Letter Written

Sep 19, 2023

Teas/Email Correspondence Entered

Sep 18, 2023

Correspondence Received In Law Office

Sep 18, 2023

Teas Response To Office Action Received

Apr 18, 2023

Application Extension Granted/Receipt Provided

Apr 18, 2023

Application Extension To Response Period - Received

Mar 16, 2023

Notification Of Non-Final Action E-Mailed

Mar 16, 2023

Non-Final Action E-Mailed

Mar 16, 2023

Non-Final Action Written

Feb 23, 2023

Assigned To Examiner

May 10, 2022

New Application Office Supplied Data Entered

May 9, 2022

New Application Entered