YOUR COMPLETE FINANCIAL LIFE

Live / Registered — Registered and renewed (as of 26 Oct 2023)

What this means for you

Registered since 30 Oct 2012. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 30 Oct 2022).

Record

Serial number
77924378
Registration number
4234369
Mark type
Stylized text
Filed
31 Jan 2010
Published for opposition
04 Jan 2011
Registered
30 Oct 2012
Next maintenance due
30 Oct 2022
Attorney of record
Daniel Hwang

Goods and services

  • Class 036 — Insurance and financial services: PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A SECURE BASIS TO SUBSCRIBING CLIENTS
  • Class 042 — Scientific and technological services: PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE FOR VIEWING CLIENT ACCOUNT DATA TO FACILITATE CLIENTS' ANALYSES OF HOLDINGS AND FINANCIAL POSITIONS; PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE TO CLIENTS FOR VIEWING AND ANALYZING FINANCIAL-BASED DATA

Owner

Prosecution history

  • 17 Feb 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 17 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 17 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 26 Oct 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 26 Oct 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 26 Oct 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 26 Oct 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 May 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 25 Sept 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 18 Sept 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 23 Nov 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
  • 23 Nov 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 15 Nov 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 30 Oct 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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