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Live / Registered — Registered (as of 23 Mar 2021)

What this means for you

Registered since 23 Mar 2021. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88957936
Registration number
6298507
Mark type
Design + words
Filed
10 Jun 2020
Published for opposition
05 Jan 2021
Registered
23 Mar 2021
Attorney of record
Gary Hirsch

Goods and services

  • Class 036 — Insurance and financial services: Self-directed individual retirement account services; Financial services, namely, financial administration of individual retirement accounts; Financial services, namely, providing an Internet web portal for individuals to direct and manage investments in private company securities, real estate, and digital assets; Financial services, namely, financial administration of crowdfunding investments and transactions through funding portals involving individual retirement accounts; Financial services, namely, providing financial reporting services relating to individual retirement accounts; Financial information provided by electronic means in the field of self-directed individual retirement accounts
  • Class 042 — Scientific and technological services: Providing temporary use of a non-downloadable web application for managing self-directed individual retirement accounts via viewing and sharing investment information and electronic documents; Providing a website featuring on-line non-downloadable software for administration of financial transactions involving individual retirement accounts; Providing a website featuring on-line non-downloadable software for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts; Providing a website featuring on-line non-downloadable software, electronic forms and instructions for opening self-directed individual retirement accounts and investing in private company securities, real estate and digital assets using funds from self-directed individual retirement accounts; Providing a website featuring on-line non-downloadable software that enables users to make crowdfunding investments in self-directed individual retirement accounts; Providing a website featuring on-line non-downloadable software that enables users to manage financial transactions involving individual retirement accounts; Providing a website featuring on-line non-downloadable software for reporting financial transactions involving individual retirement accounts; Providing an Internet web portal for custodians of individual retirement accounts and funding portals featuring technology that allows users to send and receive financial records

Owner

Prosecution history

  • 23 Mar 2026 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 23 Mar 2021 — REGISTERED-PRINCIPAL REGISTER
  • 05 Jan 2021 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 05 Jan 2021 — PUBLISHED FOR OPPOSITION
  • 16 Dec 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 02 Dec 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 02 Dec 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 02 Dec 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 30 Nov 2020 — ASSIGNED TO LIE
  • 14 Sept 2020 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 14 Sept 2020 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 14 Sept 2020 — NON-FINAL ACTION E-MAILED
  • 14 Sept 2020 — NON-FINAL ACTION WRITTEN
  • 14 Sept 2020 — ASSIGNED TO EXAMINER
  • 08 Jul 2020 — NOTICE OF DESIGN SEARCH CODE E-MAILED

View this trademark record on Marksy