Word

PROTECTIVE INVESTING

Status

Pending

Status Code

688

Status Date

Tuesday, October 10, 2023

Serial Number

97499298

Mark Type

3000

Filing Date

Tuesday, July 12, 2022

Published for Opposition

Tuesday, August 15, 2023

Trademark Owner History

Halo Investing, Inc. - Owner At Publication

Classifications

36 Provision of protective investment consultation for financial planning professionals; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Investment by electronic means; Investment consultancy; Investment advisory services; Provision of online financial information, research and investment recommendations for financial planning professionals; Investment management services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial analysis and consultation; Providing financial information in the field of financial planning and investment for financial planning professionals; Providing financial information pertaining to financial tools and products for financial planning professionals; Financial services, namely, financial management, consultation and advice in the field of alternative investments

42 Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to track, monitor, and manage investment portfolios; Platform as a Service (PaaS) featuring computer software platform for investment portfolio selection, construction, monitoring, reporting, and management; Platform as a Service (PaaS) featuring computer software platform for managing investments; Platform as a Service (PaaS) featuring computer software platform for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, and investment performance measurement; Platform as a Service (PaaS) featuring computer software platform that allows users to research, analyze, and invest in annuities, buffer EFTs, structured notes, and alternative investments; Platform as a Service (PaaS) featuring computer software platform that allows users to manage and administer investments; Platform as a Service (PaaS) featuring computer software platform that allows banks, issuers, and financial institutions to sell annuities, ETFs, structured notes, and alternative investments to financial planning professionals and their clients; Providing on-line non-downloadable software in the nature of a financial technology software platform for providing information, analysis, management and administration services in the field of investments; Platform as a Service (PaaS) featuring computer software platform that enables investors to select, issue and monitor financial products; Platform as a Service (PaaS) featuring computer software platform that provides protective investment solutions for financial planning professionals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals draft proposals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to draft and deliver customized financial planning strategies and asset management and investment advice

The mark consists of the wording "PROTECTIVE INVESTING" consisting of a stylized letter "O" beneath a solid circle to simulate a halo.
Color is not claimed as a feature of the mark.
"PROTECTIVE INVESTING"

Trademark Events

Oct 10, 2023

Noa E-Mailed - Sou Required From Applicant

Aug 15, 2023

Official Gazette Publication Confirmation E-Mailed

Aug 15, 2023

Published For Opposition

Jul 26, 2023

Notification Of Notice Of Publication E-Mailed

Jul 7, 2023

Approved For Pub - Principal Register

Jun 8, 2023

Teas/Email Correspondence Entered

Jun 7, 2023

Correspondence Received In Law Office

Jun 7, 2023

Teas Response To Office Action Received

Apr 29, 2023

Notification Of Non-Final Action E-Mailed

Apr 29, 2023

Non-Final Action E-Mailed

Apr 29, 2023

Non-Final Action Written

Apr 26, 2023

Assigned To Examiner

Aug 2, 2022

Notice Of Design Search Code E-Mailed

Aug 1, 2022

New Application Office Supplied Data Entered

Jul 15, 2022

New Application Entered