YODLEE

Live / Registered — Registered and renewed (as of 20 Aug 2024)

What this means for you

Registered since 21 Oct 2014. 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 21 Oct 2024).

Record

Serial number
85572218
Registration number
4623137
Mark type
Stylized text
Filed
16 Mar 2012
Published for opposition
05 Aug 2014
Registered
21 Oct 2014
Next maintenance due
21 Oct 2024
Attorney of record
Martin R Greenstein

Goods and services

  • Class 009 — Scientific and electric apparatus: [ Computer software for aggregation of banking, financial, investment and personal records and information; computer software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; Computer software for conducting and accepting online financial and e-commerce transactions; computer program development tools for the creation, development, distribution and control of computer software in the field of financial management and online financial and e-commerce transactions; computer software for the creation and operation of an e-commerce business and for the operation of an online retail store site for the purchase and download of computer software applications ]
  • Class 035 — Advertising and business services: [ Online retail store services for the purchase and download of computer software applications in the field of financial management and online financial and e-commerce transactions; ] providing billing alerts
  • Class 036 — Insurance and financial services: Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; Financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, [ insurance policies ] and loans all over electronic communications networks; providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, [ insurance ] and loans by means of electronic communications networks; providing online personal banking services; providing online financial management services for personal, household and business applications; Providing online electronic funds transfer, debit card and bill payment services; Providing electronic and web-based processing and subsequent transmission of funds transfers, bill payments and electronic payment data; electronic payment services, namely, electronic processing and subsequent transmission of bill payment data; financial transaction services, namely, providing secure commercial transactions and electronic payment options; providing electronic processing of electronic payments and transfers via a global computer network; electronic debit transactions
  • Class 042 — Scientific and technological services: Computer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial management and online payments; developing and hosting a server on a computer network for the purpose of facilitating e-commerce via such a server featuring computer software applications; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Technical assistance in the field of computer systems, networks and software all of which are provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Customer technical support services, namely, consulting and customization services for custom integration and customization of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; * software as a services (SaaS) services featuring computer software for aggregation of banking, financial, investment and personal records and information; application service provider featuring application programming interface (API) software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; providing temporary use of on-line non-downloadable computer program development tools for the creation, development, distribution and control of computer software in the field of financial management and online financial and e-commerce transactions; application service provider featuring application programming interface (API) software for the creation and operation of an e-commerce business and for the operation of an online retail store site for the purchase and download of computer software applications *

Owner

Prior registrations

Prosecution history

  • 04 Dec 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 20 Aug 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 20 Aug 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 20 Aug 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 20 Aug 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 04 Jun 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 21 Oct 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 20 Dec 2022 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
  • 15 Nov 2022 — NOTICE OF PARTIAL CANCELLATION SEC. 7 SURRENDER EMAILED
  • 12 Nov 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 12 Nov 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 12 Nov 2022 — CANCELLED SEC. 7 - PARTIAL
  • 12 Nov 2022 — AMENDMENT UNDER SECTION 7 - PROCESSED
  • 29 Mar 2022 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 28 Mar 2022 — TEAS SECTION 7 REQUEST RECEIVED

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