CORI

Live / Registered — Registered and renewed (as of 12 Nov 2025)

What this means for you

Registered since 01 Sept 2015. 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 01 Sept 2025).

Record

Serial number
86024021
Registration number
4804571
Mark type
Stylized text
Filed
30 Jul 2013
Published for opposition
03 Feb 2015
Registered
01 Sept 2015
Next maintenance due
01 Sept 2025
Attorney of record
Carrie Webb Olson

Goods and services

  • Class 035 — Advertising and business services: Providing and updating a financial index; marketing services in the fields of investment funds, stocks, bonds, options, commodities, futures, investment companies, pooled investment vehicles and other securities
  • Class 036 — Insurance and financial services: Investment management; investment advice; financial risk management; consulting in the field of financial management; financial investment data analysis; funds investment; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, stocks, bonds, options, commodities, futures, pooled investment vehicles and other securities for others; financial investment services, namely, administering the issuance and distribution of exchange-traded funds; providing financial information in the field of investment opportunities; providing an interactive website featuring information and links relating to investment advisory services, investment management services and financial management; providing an online computer database in the fields of investment advisory services, investment management services and financial management; financial planning for retirement; individual retirement account services, namely, design of individual retirement plans for others, financial administration of individual retirement plans and financial advisory services regarding individual retirement plans; financial information and financial consultation in the field of retirement planning and designing retirement plans for others; providing personalized financial information in the field of financial planning and retirement
  • Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; providing on-line non-downloadable computer software for evaluating, analyzing and assessing financial risks of investments and evaluating and analyzing finances; providing temporary use of on-line non-downloadable computer software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial management, investment management, retirement plans and personalized financial planning

Owner

Prior registrations

Prosecution history

  • 12 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 12 Nov 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 12 Nov 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 03 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 01 Sept 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 14 Mar 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 14 Mar 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 14 Mar 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 14 Mar 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 14 Mar 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 28 Nov 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 28 Nov 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 27 Nov 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 25 Aug 2021 — TEAS SECTION 8 & 15 RECEIVED

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