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Live / Registered — Registered (as of 31 Jan 2023)
What this means for you
Registered since 31 Jan 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 79334025
- Registration number
- 6966204
- Mark type
- Design + words
- Filed
- 11 Jun 2021
- Published for opposition
- 15 Nov 2022
- Registered
- 31 Jan 2023
- Attorney of record
- Daniel C. Neustadt
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable and recorded mobile application software for use in accessing and managing financial investments; downloadable and recorded mobile application software for wealth management, financial planning, investment counseling and advisory services; downloadable and recorded mobile application software for providing advisory services in the field of credit and debit control, investment, grants and financing of loans; downloadable and recorded mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; downloadable and recorded mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; downloadable and recorded mobile application software for automated investment management; downloadable and recorded mobile application software for financial consultation in the field of cryptocurrency; downloadable and recorded mobile application software for financial asset management, namely, maintaining possession and records of financial assets of others; downloadable and recorded mobile application software for investment and management of portfolios of transferable securities and investment funds; downloadable and recorded mobile application software for providing financial lending and financing services, capital investment services; downloadable and recorded mobile application software for providing brokerage services, namely, discount brokerage services, on-line brokerage services, day trading services, and online trading; downloadable and recorded mobile application software for online trading of securities, namely, managing orders and monitoring account balances; downloadable and recorded mobile application software for providing securities market research services, namely, constructing model portfolios of securities; downloadable and recorded mobile application software for providing account management services, namely, automated fee processing, statement production, and investment management; downloadable and recorded mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; downloadable and recorded mobile application software for providing stock and securities market information; downloadable and recorded mobile application software for providing online access to trading software; downloadable and recorded mobile application software for providing financial information in the field of securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services; downloadable and recorded mobile application software for providing business news and commentary in the field of blockchain technology and cryptocurrency; downloadable and recorded mobile application software for providing online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; downloadable and recorded mobile application software for providing financial trust and estate services, namely, trust company services, estate planning, estate management; downloadable and recorded mobile application software for providing mortgage services and providing mortgage information; downloadable and recorded mobile application software for providing insurance services and providing insurance information; downloadable and recorded mobile application software for management of tax registered plans; downloadable and recorded mobile application software for providing securities brokerage account services and margin loan services; downloadable and recorded mobile application software for providing tax and taxation planning, advice, information and consultancy services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing
- Class 035 — Advertising and business services: Tax and taxation planning, advice, information and consultancy services; tax preparation services; tax filing services; preparing income tax reports; tax auditing services
- Class 036 — Insurance and financial services: Financial and investment services, namely, financial investments in the field of securities; financial management; financial management via the internet; financial planning and investment advisory services; money transfer; electronic transfer of funds; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money wiring services; money exchange services; financial services, namely, wealth management services; investment and management of portfolios of transferable securities and investment funds; automated investment management; financial planning, investment counseling and advisory services; financial advisory services in the field of credit and debit control, investment, grants and financing of loans; financial consultation in the field of cryptocurrency; financial asset management, namely, maintaining possession and records of financial assets of others; financial lending and financing services; capital investment services; financial services, namely, cryptocurrency trading services in the nature of provision of a cryptocurrency blockchain for digital currency exchange and trading services; securities brokerage services, namely, discount securities brokerage services, on-line securities brokerage services, securities day trading services, and online securities trading; online trading of securities, namely, managing orders and monitoring account balances; securities market research services, namely, financial research in the involving constructing model portfolios of securities; account management services, namely, payment processing services in the field of credit card payments in the nature of automated fee processing and statement production; investment management; financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; providing stock and securities market information; providing securities clearing, namely, securities trading services; securities underwriting; option trading, futures trading, currency trading, cryptocurrency trading, commodities trading; financial advisory services; online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; financial trust and estate services, namely, trust company services being estate planning and estate management; mortgage financing and brokerage services and providing mortgage financial information; insurance brokerage services and providing insurance information; management of tax registered plans, namely, tax payment processing services; securities brokerage account services and margin loan services, namely, loan financing; payroll tax debiting, namely, tax payment processing services; tax payment processing services
- Class 041 — Education and entertainment services: Providing on-line news in the field of finance; providing business news and commentary in the field of blockchain technology and cryptocurrency
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring trading software for securities, options, futures, currency, cryptocurrency and commodities; software as a service (SAAS) services featuring financial software for financial advisory services
- Class 045 — Legal and security services: Technology licensing, namely, licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments
Owner
Prosecution history
- 22 Dec 2023 — CHANGE OF NAME/ADDRESS REC'D FROM IB
- 30 May 2023 — FINAL DECISION TRANSACTION PROCESSED BY IB
- 08 May 2023 — FINAL DISPOSITION NOTICE SENT TO IB
- 08 May 2023 — FINAL DISPOSITION PROCESSED
- 30 Apr 2023 — FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
- 31 Jan 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 31 Jan 2023 — REGISTERED-PRINCIPAL REGISTER
- 15 Nov 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 15 Nov 2022 — PUBLISHED FOR OPPOSITION
- 26 Oct 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 07 Oct 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 13 Sept 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 12 Sept 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 12 Sept 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 25 May 2022 — REFUSAL PROCESSED BY IB