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Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 26 Aug 2022)

What this means for you

Registered since 24 May 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86656648
Registration number
4966265
Mark type
Design + words
Filed
09 Jun 2015
Published for opposition
27 Oct 2015
Registered
24 May 2016
Attorney of record
Carrie Webb Olson

Goods and services

  • Class 035 — Advertising and business services: Providing information and analysis in the field of economic market data; market analysis; business risk management; preparing financial reports for others; providing and updating a financial index; investment marketing services, namely, promoting or advertising the investment funds, stocks, bonds, options, commodities, futures and other securities and commodity pools and other collective investment vehicles of others
  • Class 036 — Insurance and financial services: Investment management; investment advice; financial risk management; financial management consultation; financial consultation; providing financial management information; providing financial information; financial research; financial investment data analysis; financial analysis of financial reports; funds investment; financial investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial investment services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; financial investment services, namely, administering the issuance and distribution of securities; financial investment services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal or a credit or debit card over a global data network; distribution of exchange-traded funds; financial administration of exchange-traded funds; providing financial information in the field of investment opportunities and financial analysis; providing an interactive website and on-line computer database in the fields of finance information, investment advisory services, investment management 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 and consultancy services regarding individual retirement plans; providing financial information and financial consultation in the field of designing retirement plans for others and retirement planning; 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 the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of 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 the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information in the fields of financial management, investment management, retirement plans and personalized financial planning

Owner

Prior registrations

Prosecution history

  • 24 May 2025 — 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
  • 26 Aug 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 26 Aug 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 26 Aug 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 04 Mar 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 24 May 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 24 May 2016 — REGISTERED-PRINCIPAL REGISTER
  • 22 Apr 2016 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 21 Apr 2016 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 20 Apr 2016 — STATEMENT OF USE PROCESSING COMPLETE

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