FUTUREADVISOR
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 26 Aug 2023)
What this means for you
Registered since 21 Mar 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87114050
- Registration number
- 5164891
- Mark type
- Stylized text
- Filed
- 23 Jul 2016
- Published for opposition
- 03 Jan 2017
- Registered
- 21 Mar 2017
- Attorney of record
- Carrie Webb Olson
Goods and services
- Class 009 — Scientific and electric apparatus: [Computer software and downloadable mobile applications for use by those who render 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; computer software and downloadable mobile applications used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning]
- Class 042 — Scientific and technological services: Temporary use of on-line non-downloadable computer software, web applications, and platforms in the field of financial services for collecting, analyzing, organizing, storing and transmitting data and information in connection with providing risk management, financial information, financial management, securities trading, investment management services, and retirement planning
Owner
- FUTUREADVISOR, INC., SAN FRANCISCO, CA, US
- FUTUREADVISOR, INC., SAN FRANCISCO, CA, US
- FUTUREADVISOR, INC., SAN FRANCISCO, CA, US
- Xulu, Inc., San Francisco, CA, US
Prosecution history
- 21 Mar 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 26 Aug 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 26 Aug 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 26 Aug 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Feb 2023 — TEAS SECTION 8 & 15 RECEIVED
- 21 Mar 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 21 Mar 2017 — REGISTERED-PRINCIPAL REGISTER
- 03 Jan 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Jan 2017 — PUBLISHED FOR OPPOSITION
- 14 Dec 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 29 Nov 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 19 Nov 2016 — ASSIGNED TO LIE
- 04 Nov 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 04 Nov 2016 — EXAMINER'S AMENDMENT ENTERED
- 04 Nov 2016 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED