SPECIFI

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 09 Aug 2024)

What this means for you

Registered since 13 Feb 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87976540
Registration number
5403524
Mark type
Stylized text
Filed
05 Jan 2017
Published for opposition
02 May 2017
Registered
13 Feb 2018
Attorney of record
Robert M. O'Connell, Jr.

Goods and services

  • Class 036 — Insurance and financial services: Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments
  • Class 042 — Scientific and technological services: Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts

Owner

Prosecution history

  • 23 Jan 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 23 Jan 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 23 Jan 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 09 Aug 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 09 Aug 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 09 Aug 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 23 Jan 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 13 Feb 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 12 May 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 12 May 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 12 May 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 30 May 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 13 Feb 2018 — REGISTERED-PRINCIPAL REGISTER
  • 09 Jan 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 07 Jan 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

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