Trademark: 97723337
Word

Status
Pending
Status Code
681
Status Date
Thursday, May 2, 2024
Serial Number
97723337
Mark Type
2
Filing Date
Monday, December 19, 2022
Published for Opposition
Tuesday, June 4, 2024

Trademark Owner History

Classifications
41 (Based on Use in Commerce) Providing a website featuring resources, namely, non-downloadable publications in the nature of guides, articles, and research papers in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online resource guides in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online non-downloadable videos in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Entertainment services, namely, providing podcasts in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities
9 (Based on Intent to Use) Downloadable software for accessing, maintaining, managing and reporting financial information in the fields of personal finance, financial planning, financial services, and investing; Downloadable software 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 personal finance, financial planning, financial services, and investing; Downloadable software 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 software for processing and managing financial transactions; Downloadable software for managing financial records; Downloadable software for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; Downloadable software for the electronic exchange and management of financial, banking, investing, and personal net worth data; Downloadable software for maintaining, managing and reporting financial information and investment portfolios; Downloadable software for use by financial service providers to obtain investment transaction and account information; Downloadable software for initiating, processing and tracking financial transactions; Downloadable software for use in obtaining access to a web site which provides news, information and online financial services; Downloadable software for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Downloadable software for processing electronic payments and transferring funds and financial assets to and from financial institutions; Downloadable software for authenticating users and controlling access to and communications with computers and mobile devices; Downloadable software 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
36 (Based on Use in Commerce) 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, lenders, and personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment 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; Financial administration of retirement plans administration services; Investment management services; Wealth management services; Investment consultancy; Providing information pertaining to personal finance, savings, 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 personal finance, savings, investments and retirement; Providing information and research in the field of finance and financial investments to individuals by electronic means; Financial investment analysis; Providing information in the field of personal finance
35 (Based on Use in Commerce) 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 (Based on Use in Commerce) Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, financial planning, financial services, and investing; 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 fields of personal finance, financial planning, financial services, and investing; Providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; Providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, lenders, personal bills and expense accounts, and other online financial transaction providers
The mark is a motion mark. The mark consists of a flying flag formed by a thick wavy horizontal stripe moving right to left which then becomes three thick wavy horizontal stripes moving from right to left with the stripe on the bottom materializing into view.
Color is not claimed as a feature of the mark.

Trademark Events
Dec 22, 2022
New Application Entered
Jan 15, 2023
New Application Office Supplied Data Entered
Jan 17, 2023
Notice Of Design Search Code E-Mailed
Feb 1, 2023
Assigned To Examiner
Sep 1, 2023
Assigned To Examiner
Sep 12, 2023
Non-Final Action Written
Sep 12, 2023
Non-Final Action E-Mailed
Sep 12, 2023
Notification Of Non-Final Action E-Mailed
Nov 7, 2023
Assigned To Examiner
Dec 12, 2023
Teas Response To Office Action Received
Dec 12, 2023
Correspondence Received In Law Office
Dec 13, 2023
Teas/Email Correspondence Entered
Jan 11, 2024
Non-Final Action Written
Jan 11, 2024
Non-Final Action E-Mailed
Jan 11, 2024
Notification Of Non-Final Action E-Mailed
Apr 11, 2024
Teas Response To Office Action Received
Apr 11, 2024
Correspondence Received In Law Office
Apr 12, 2024
Teas/Email Correspondence Entered
Apr 29, 2024
Approved For Pub - Principal Register
Apr 29, 2024
Examiners Amendment -Written
Apr 29, 2024
Examiners Amendment E-Mailed
Apr 29, 2024
Notification Of Examiners Amendment E-Mailed
Apr 29, 2024
Examiner's Amendment Entered

Trademark Alertz updated from USPTO on 2030-01-24