SEE THINGS IN HD

Dead / Abandoned — Abandoned — no statement of use filed (as of 30 Mar 2020)

What this means for you

This application is over — abandoned 30 Mar 2020. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
87721422
Mark type
Stylized text
Filed
14 Dec 2017
Published for opposition
03 Jul 2018
Abandoned
30 Mar 2020
Attorney of record
Cheryl P. Leb

Goods and services

  • Class 009 — Scientific and electric apparatus: Computer software and mobile applications for use in conducting financial and investment transactions and managing personal finances and investments; Downloadable software in the nature of a mobile application for accessing and reviewing advice and information in the field of finance and investments; Downloadable software in the nature of a mobile application for conducting financial assessments of individual investors; Downloadable software in the nature of a mobile application for conducting investment portfolio review and analysis; Downloadable software in the nature of a mobile application for tax preparation and filing
  • Class 016 — Paper goods and printed matter: Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, insurance brokerage, and financial information; Printed financial services forms to financial services representatives
  • Class 035 — Advertising and business services: Providing online business information in the field of financial services and taxation; Providing online business information, namely, commission statements, quarterly reports, client account information and invoices to financial services representatives; Dissemination of advertising for others via the internet; Promoting the goods and services of others through search engine referral traffic and analysis; Providing tax and taxation information, consultation, calculation, preparation, and e-filing services
  • Class 042 — Scientific and technological services: Providing on-line, non-downloadable software for the creation, marketing and presentation of financial plans for financial advisors and consumers; Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for federal tax returns; Providing online non-downloadable software for assisting users in the preparation of common legal documents, namely, wills and estate planning documents; Providing online non-downloadable software for tax calculating, preparing, and filing; Transaction processing software, namely, providing temporary use of on-line non-downloadable software for processing tax payments; Providing on-line non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; Providing temporary use of on-line non-downloadable cloud computing software for financial planning or financial advice; Providing temporary use of on-line non-downloadable software in the financial planning field of financial services, namely, software for the design, assessment, management, and reporting of financial plans and software for the management of financial advisor, certified financial planner and certified public accountant marketing and client communications; Providing a website featuring temporary use of online non-downloadable software for the creation, marketing and presentation of financial plans, for use by professional financial advisers, certified financial planners, and certified public accountants; Software as a service (SAAS) services featuring software for use in conducting financial and investment transactions and managing personal finances and investments; software as a service (SAAS) services featuring software for use in conducting financial assessments of individual investors; software as a service (SAAS) services featuring software for use in investment portfolio review and analysis; Computer services, namely, creating computer network-based indexes of information, sites, and other resources available on computer networks; searching and retrieving information, sites, and other resources available on computer networks for others; computer services, namely, providing search engines for obtaining data on a global computer network; Help desk support services, both online and via telephone, to assist with the preparation of tax returns and financial services

Owner

Prosecution history

  • 30 Mar 2020 — ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
  • 30 Mar 2020 — ABANDONMENT - NO USE STATEMENT FILED
  • 26 Feb 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 01 Aug 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 30 Jul 2019 — SOU EXTENSION 2 GRANTED
  • 30 Jul 2019 — SOU EXTENSION 2 FILED
  • 30 Jul 2019 — SOU TEAS EXTENSION RECEIVED
  • 27 Mar 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 27 Mar 2019 — CORRECTED NOA E-MAILED
  • 26 Mar 2019 — DIVISIONAL PROCESSING COMPLETE
  • 27 Feb 2019 — DIVISIONAL REQUEST RECEIVED
  • 26 Mar 2019 — SOU EXTENSION 1 GRANTED
  • 27 Feb 2019 — SOU EXTENSION 1 FILED
  • 21 Mar 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 27 Feb 2019 — TEAS REQUEST TO DIVIDE RECEIVED

View this trademark record on Marksy