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Live / Registered — Registered (as of 02 Feb 2021)

What this means for you

Registered since 02 Feb 2021. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
79244485
Registration number
6258579
Mark type
Stylized text
Filed
09 Aug 2018
Published for opposition
17 Nov 2020
Registered
02 Feb 2021
Attorney of record
Mark D Simpson

Goods and services

  • Class 009 — Scientific and electric apparatus: Finance software for database management for use by financial advisors; banking software for managing bank accounts; financial planning software, namely, software for managing bank accounts; software for planning the purchase of financial, investment and insurance products; scenario planning software for users to identify risks in financial planning; scenario planning software that identifies risks to personal or household financial planning and proposes solutions to address those risks; computer databases, namely, electronic computer database in the field of finance recorded on computer media
  • Class 035 — Advertising and business services: Collection and compilation of information into computer databases in the field of business and finance; collection and compilation of personal financial information into computer databases in the field of business and finance; computerized and computer database management; computerized and computer database management for banking and financial services
  • Class 042 — Scientific and technological services: Computer programming services for commercial analysis and reporting, including computer programming services for commercial analysis and reporting of personal financial planning data; computer services for the computers used in the analysis of data, including personal financial planning data, namely, computer system analysis for computers used in personal financial planning research data; design of computer software for commercial analysis and reporting, including the commercial analysis of personal financial planning data; technical data analysis services, namely, computer security threat analysis for protecting data; design, installation, maintenance, technical consultancy and technical support services being troubleshooting of computer software problems, all relating to computer software, downloadable computer software and cloud-based computer software, all relating to finance software and banking software, financial planning software, software for planning the purchase of financial, investment and insurance products, and scenario planning software, and scenario planning software that identifies risks to personal or household financial planning and proposes solutions to address those risks; design, installation, maintenance, technical consultancy and technical support services being troubleshooting of computer software problems, all relating to finance software and banking software; design, installation, maintenance, technical consultancy and technical support services being troubleshooting of computer software problems, all relating to financial planning software, software for planning the purchase of financial, investment and insurance products, and scenario planning software; design, installation, maintenance, technical consultancy and technical support services being troubleshooting of computer software problems, all relating to scenario planning software that identifies risks to personal or household financial planning and proposes solutions to address those risks; design, installation, maintenance, technical consultancy and technical support services being troubleshooting of computer software problems, all relating to computer databases, namely, electronic computer database in the field of finance recorded on computer media

Owner

Prosecution history

  • 02 Feb 2026 — COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED
  • 23 May 2021 — FINAL DECISION TRANSACTION PROCESSED BY IB
  • 03 May 2021 — FINAL DISPOSITION NOTICE SENT TO IB
  • 03 May 2021 — FINAL DISPOSITION PROCESSED
  • 02 May 2021 — FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
  • 02 Feb 2021 — REGISTERED-PRINCIPAL REGISTER
  • 17 Nov 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 17 Nov 2020 — PUBLISHED FOR OPPOSITION
  • 14 Nov 2020 — NOTIFICATION PROCESSED BY IB
  • 28 Oct 2020 — NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
  • 28 Oct 2020 — NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB
  • 28 Oct 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 09 Oct 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 09 Oct 2020 — EXAMINER'S AMENDMENT ENTERED
  • 09 Oct 2020 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

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