INCOME UNDER MANAGEMENT

Live / Registered — Registered (as of 05 Oct 2021)

What this means for you

Registered since 05 Oct 2021. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88618825
Registration number
6513232
Mark type
Stylized text
Filed
16 Sept 2019
Registered
05 Oct 2021
Attorney of record
Rhett V. Barney

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for financial advisors for managing personal finances and budgeting; Downloadable mobile application for financial advisors for managing personal finances, savings and budgeting; Downloadable software for financial advisors for tracking personal finances, personal savings, and personal finance well-being; Downloadable computer application software used by financial advisors, namely, a digital financial management platform for financial advisors to assist consumers in managing, viewing, tracking, monitoring, goal setting, analyzing, and receiving reports on personal finances and savings and personal finance well-being; Downloadable software for financial advisors for providing financial information and financial education to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving
  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services, distributed to financial advisors; Financial advice and consultancy services, distributed to financial advisors; Financial advisory and consultancy services, distributed to financial advisors; Financial consulting services, namely, expert analysis in finance and savings, distributed to financial advisors; Financial consulting services, namely, expert analysis and assistance to facilitate achievement of savings free cash flow goals, distributed to financial advisors; Financial counseling services, namely, helping financial advisors help others build a better working relationship with their money; Financial information and advisory services, distributed to financial advisors; Financial investment brokerage services, distributed to financial advisors; Financial retirement plan consulting services, distributed to financial advisors; Providing financial services with respect to securities and other financial instruments and products, namely, money management services, distributed to financial advisors; Strategic financial advisory services, distributed to financial advisors; Providing information, metrics, advice, and guidance in the field of personal finance well-being, distributed to financial advisors; Providing information, metrics, advice, and guidance in the field of personal finance status, distributed to financial advisors; Providing financial information and financial education to financial advisors and their consumers in the field of generating free cash flow and rate of accumulation and rate of saving

Owner

Prosecution history

  • 06 Oct 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 06 Oct 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 Oct 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 Oct 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 06 Oct 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 05 Oct 2021 — REGISTERED-SUPPLEMENTAL REGISTER
  • 31 Aug 2021 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 30 Aug 2021 — ASSIGNED TO LIE
  • 26 Aug 2021 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 23 Jul 2021 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 22 Jul 2021 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 22 Jul 2021 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 22 Jan 2021 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 22 Jan 2021 — FINAL REFUSAL E-MAILED
  • 22 Jan 2021 — FINAL REFUSAL WRITTEN

View this trademark record on Marksy