Serial 97111011

Live / Registered — Registered (as of 14 Feb 2023)

What this means for you

Registered since 14 Feb 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97111011
Registration number
6982108
Mark type
Design / logo
Filed
05 Nov 2021
Published for opposition
27 Sept 2022
Registered
14 Feb 2023
Attorney of record
Allison Strickland Ricketts, Esq.

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software application for managing investments;downloadable software application for use in financial planning and management of investments and retirement savings
  • Class 036 — Insurance and financial services: Providing automated and customized personal financial management services, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting; financial services, namely, investment advisory services; securities brokerage services; online financial planning services; online financial valuations, information, research and investment recommendations
  • Class 042 — Scientific and technological services: Providing on-line, non-downloadable, interactive software for managing investments; providing on-line, non-downloadable, interactive software and applications for use in financial planning and management of investments and retirement savings

Owner

Prosecution history

  • 02 Feb 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 28 Mar 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 28 Mar 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 28 Mar 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 28 Mar 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 28 Mar 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 14 Feb 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 14 Feb 2023 — REGISTERED-PRINCIPAL REGISTER
  • 12 Jan 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 11 Jan 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 10 Jan 2023 — STATEMENT OF USE PROCESSING COMPLETE
  • 08 Dec 2022 — USE AMENDMENT FILED
  • 10 Jan 2023 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 08 Dec 2022 — TEAS STATEMENT OF USE RECEIVED
  • 22 Nov 2022 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT

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