THE FINANCIAL ADVISOR IN YOUR POCKET

Live / Registered — Registered (as of 17 Oct 2023)

What this means for you

Registered since 17 Oct 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90719720
Registration number
7196862
Mark type
Stylized text
Filed
18 May 2021
Published for opposition
29 Mar 2022
Registered
17 Oct 2023
Attorney of record
Carole R. Klein

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer application software for mobile devices, namely, software for personal finance, investments, and retirement planning
  • Class 036 — Insurance and financial services: Providing financial information and consultancy and strategic financial advisory services; providing financial analysis and research services; providing online financial calculators; financial consulting and advisory services in the field of planned giving to non-profit and charitable organizations; providing on-line interactive financial calculators and tools for use in financial planning and analysis

Owner

Prosecution history

  • 17 Oct 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 17 Oct 2023 — REGISTERED-PRINCIPAL REGISTER
  • 14 Sept 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 13 Sept 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 25 Aug 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 25 Aug 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 25 Aug 2023 — ASSIGNED TO LIE
  • 13 Apr 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 14 Oct 2022 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 14 Oct 2022 — NON-FINAL ACTION E-MAILED
  • 14 Oct 2022 — SU - NON-FINAL ACTION - WRITTEN
  • 14 Sept 2022 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 13 Sept 2022 — STATEMENT OF USE PROCESSING COMPLETE
  • 31 Aug 2022 — USE AMENDMENT FILED
  • 13 Sept 2022 — SOU EXTENSION 1 GRANTED

View this trademark record on Marksy