FINANCIAL GOAL POSITIONING SYSTEM

What this means for you

This application is over — abandoned 19 Feb 2019. 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

87924368

Mark type

Stylized text

Filed

16 May 2018

Abandoned

19 Feb 2019

Attorney of record

Brenda Pomerance

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, investment brokerage, money lending and insurance consulting 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: Financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investment management, investment brokerage, money lending and insurance consulting 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, investment brokerage, money lending and insurance consulting 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

• Wealth Technologies Inc., New York, NY, US

Prosecution history

• 04 Mar 2019 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 04 Mar 2019 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 17 Aug 2018 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 17 Aug 2018 — NON-FINAL ACTION E-MAILED
• 17 Aug 2018 — NON-FINAL ACTION WRITTEN
• 15 Aug 2018 — ASSIGNED TO EXAMINER
• 24 May 2018 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 19 May 2018 — NEW APPLICATION ENTERED