FGPS

Live / Registered — Registered (as of 03 Mar 2020)

What this means for you

Registered since 03 Mar 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87890026
Registration number
6003195
Mark type
Stylized text
Filed
24 Apr 2018
Published for opposition
09 Apr 2019
Registered
03 Mar 2020
Attorney of record
David Jackson

Goods and services

  • Class 009 — Scientific and electric apparatus: Computer software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Computer software for simulations and analysis of algorithmic financial planning strategies; Computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; Computer software for maintenance of products and services financial profiles used in algorithmic financial planning; Computer software for delivering trusts and estates planning using algorithmic financial planning strategies; Computer software for delivering customized financial services, namely, customized investment management, brokerage, lending and insurance services, integrated with algorithmic financial planning strategies; Computer software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies
  • Class 036 — Insurance and financial services: Estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investment management, brokerage, lending and insurance services, integrated with algorithmic financial planning strategies; customized wealth management financial advice integrated with algorithmic financial planning strategies; customized money management financial advice integrated with algorithmic financial planning strategies; customized consumer financial advice integrated with algorithmic financial planning strategies
  • Class 042 — Scientific and technological services: Software as a service (SaaS) services featuring cloud based software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SaaS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SaaS) services featuring cloud based software for delivering trusts and estates planning using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized financial services, namely, customized investment management, brokerage, lending and insurance services, integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies

Owner

Prosecution history

  • 05 Jan 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 05 Jan 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 05 Jan 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 05 Jan 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 05 Jan 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 06 Aug 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 12 Jun 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 12 Jun 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 12 Jun 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 12 Jun 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 12 Jun 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 24 Apr 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 03 Mar 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 04 Dec 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 18 Jul 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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