Word

PERSONAL STRATEGY+

Status

Pending

Status Code

730

Status Date

Tuesday, March 12, 2024

Serial Number

97975740

Mark Type

4000

Filing Date

Friday, November 5, 2021

Published for Opposition

Tuesday, July 18, 2023

Trademark Owner History

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

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 and applications for trading securities; 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, checks, savings, 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 enter securities trading orders, to receive confirmation of such orders, and 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, 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; 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

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 nondownloadable 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; monitoring of computer systems for security purposes, namely, computer security services for protecting banking, broker, credit card, and other financial account data and information from unauthorized access; electronic monitoring of personally identifying information to detect identity theft via the Internet

PERSONAL STRATEGY PLUS

Trademark Events

Mar 13, 2024

Notice Of Approval Of Extension Request E-Mailed

Mar 12, 2024

Sou Extension 1 Granted

Mar 12, 2024

Sou Extension 1 Filed

Mar 12, 2024

Sou Teas Extension Received

Sep 12, 2023

Noa E-Mailed - Sou Required From Applicant

Jul 18, 2023

Official Gazette Publication Confirmation E-Mailed

Jul 18, 2023

Published For Opposition

Jun 28, 2023

Notification Of Notice Of Publication E-Mailed

Jun 14, 2023

Approved For Pub - Principal Register

Jun 14, 2023

Examiner's Amendment Entered

Jun 14, 2023

Notification Of Examiners Amendment E-Mailed

Jun 14, 2023

Examiners Amendment E-Mailed

Jun 14, 2023

Examiners Amendment -Written

May 22, 2023

Divisional Processing Complete

Apr 7, 2023

Divisional Request Received

May 19, 2023

Case Assigned To Intent To Use Paralegal

Apr 7, 2023

Teas Request For Reconsideration Received

Apr 7, 2023

Teas Request To Divide Received

Apr 7, 2023

Ex Parte Appeal-Instituted

Apr 7, 2023

Jurisdiction Restored To Examining Attorney

Apr 7, 2023

Exparte Appeal Received At Ttab

Nov 25, 2022

Automatic Update Of Assignment Of Ownership

Oct 7, 2022

Notification Of Final Refusal Emailed

Oct 7, 2022

Final Refusal E-Mailed

Oct 7, 2022

Final Refusal Written

Jul 19, 2022

Teas/Email Correspondence Entered

Jul 19, 2022

Correspondence Received In Law Office

Jul 19, 2022

Teas Response To Office Action Received

Feb 10, 2022

Notification Of Non-Final Action E-Mailed

Feb 10, 2022

Non-Final Action E-Mailed

Feb 10, 2022

Non-Final Action Written

Feb 3, 2022

Assigned To Examiner

Nov 16, 2021

New Application Office Supplied Data Entered

Nov 9, 2021

New Application Entered