Serial 88562690
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 16 Sept 2025)
What this means for you
Registered since 10 Mar 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88562690
- Registration number
- 6006469
- Mark type
- Design / logo
- Filed
- 02 Aug 2019
- Published for opposition
- 24 Dec 2019
- Registered
- 10 Mar 2020
- Attorney of record
- Patrick C. Stephenson
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable computer software and downloadable mobile applications for use by those who provide financial services, namely, software for collecting, organizing, analyzing, transmitting and storing data and information in the fields of financial management, financial risk management, and investment management; Downloadable computer software and downloadable mobile applications used in connection with financial services, namely, software for collecting, organizing, analyzing, transmitting and storing data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning
- Class 036 — Insurance and financial services: Providing web-based, automated and customized personal financial management services, namely, discretionary management of personal financial accounts, guidance and portfolio review, daily monitoring of financial transactions and account balances; financial services, namely, financial planning and investment advisory services via a website
- Class 042 — Scientific and technological services: Providing online, non-downloadable computer software in the field of financial services for collecting, organizing, analyzing, transmitting and storing data and information in connection with providing financial information, securities trading, financial risk management, investment management services, and retirement planning
Owner
- Nvest, Inc., San Francisco, CA, US
- Nvest, Inc., San Francisco, CA, US
- Nvest, Inc., San Francisco, CA, US
Prosecution history
- 16 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 16 Sept 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 16 Sept 2025 — POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED
- 15 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 15 Sept 2025 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
- 15 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 May 2025 — TEAS SECTION 8 & 15 RECEIVED
- 10 Mar 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 10 Mar 2020 — REGISTERED-PRINCIPAL REGISTER
- 24 Dec 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 24 Dec 2019 — PUBLISHED FOR OPPOSITION
- 04 Dec 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 15 Nov 2019 — ASSIGNED TO LIE
- 12 Nov 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 06 Nov 2019 — EXAMINER'S AMENDMENT ENTERED