ELEMENTS

Live / Registered — Registered (as of 13 Dec 2022)

What this means for you

Registered since 13 Dec 2022. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90056072
Registration number
6925480
Mark type
Stylized text
Filed
16 Jul 2020
Published for opposition
29 Dec 2020
Registered
13 Dec 2022
Attorney of record
Bryan J. Massey

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer application software for mobile phones, tablets, or other related electronic devices for accessing a software process used for producing and transmitting financial advice; Downloadable computer application software for mobile phones, tablets, or other related electronic devices for accessing a software process used to monitor financial health in each of the following areas: Savings, Spending, Debt, Taxes, Liquidity, Income, Retirement Accounts, Real Estate, Business, Financial Independence, Insurance, Investments and Estate Planning; Downloadable software, namely, communications software for electronically exchanging financial data and financial advice via computer, mobile, wireless, telecommunications networks; Downloadable communication software for use in the financial industry for communicating between financial professionals and their clients; Downloadable computer communications software to allow consumers to discuss financial health with their financial professionals; Downloadable communications software for connecting financial professionals with their customers; Downloadable computer software for the visualization, integration, and transmission of financial information between financial professionals and their clients; Downloadable software using bidirectional communication via the internet to monitor financial health and help consumers discuss financial health with financial professionals; Downloadable computer software for the transmission via the internet of financial data and analysis and financial advising between financial advisors and their clients, all of the foregoing directed towards professional financial advisors and dentists' practices
  • Class 042 — Scientific and technological services: Software as a service (SAAS) featuring computer software platforms for an interactive application in the fields of finance and investment; providing an application software that provides communication between financial professionals and their clients; Software as a service (SAAS) services featuring software for financial health professionals and their clients; Platform as a service (PAAS) featuring software for financial data and financial advice communication management, all of the foregoing directed towards professional financial advisors and dentists' practices

Owner

Prosecution history

  • 18 Mar 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 17 Mar 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 17 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 17 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 17 Mar 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 17 Mar 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 06 Aug 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 22 May 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 22 May 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 May 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 May 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 13 Dec 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 13 Dec 2022 — REGISTERED-PRINCIPAL REGISTER
  • 09 Nov 2022 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

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