Serial 97260260

Live / Registered — Registered (as of 10 Oct 2023)

What this means for you

Registered since 10 Oct 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97260260
Registration number
7186014
Mark type
Design / logo
Filed
09 Feb 2022
Published for opposition
25 Jul 2023
Registered
10 Oct 2023
Attorney of record
Janet Garetto

Goods and services

  • Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for providing personalized financial coaching, access to coaches, tools, and educational resources and providing access to financial professionals for employees; software as a services (SAAS) services featuring software for providing personalized financial coaching and financial education, financial management, financial planning, assessing financial literacy and financial wellness, providing finance analytics, budgeting, employee and retirement benefits analysis and for analyzing personal financial data and generating reports in the fields of financial planning, savings, investment, personal finance and debt elimination, enabling individuals to assess, manage, and track their financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; providing temporary use of on-line non-downloadable software for financial planning, financial coaching, retirement planning and financial management; providing temporary use of non-downloadable software for assessment and tracking of financial planning priorities and data aggregation in employer sponsored retirement plans including providing temporary use of non-downloadable educational software featuring instruction in financial planning; providing temporary use of non-downloadable software under individual access codes and passwords to financial planning software to model future financial goals; providing temporary use of on-line non-downloadable software for financial planning, financial coaching, retirement planning and financial management using artificial intelligence; providing temporary use of non-downloadable software for assessment and tracking of financial planning priorities and data aggregation in employer sponsored retirement plans including providing temporary use of non-downloadable educational software featuring instruction in financial planning using artificial intelligence; providing temporary use of non-downloadable software under individual access codes and passwords to financial planning software to model future financial goals using artificial intelligence; platform as a service (PAAS) featuring software for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a service (SAAS) featuring software for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a services (SAAS) services featuring software using artificial intelligence for providing personalized financial coaching and financial education, financial management, financial planning, assessing financial literacy and financial wellness, providing finance analytics, budgeting, employee and retirement benefits analysis and for analyzing personal financial data and generating reports in the fields of financial planning, savings, investment, personal finance and debt elimination, enabling individuals to assess, manage, and track their financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a service (SAAS) featuring software using artificial intelligence for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals

Owner

Prosecution history

  • 10 Oct 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 10 Oct 2023 — REGISTERED-PRINCIPAL REGISTER
  • 25 Jul 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 25 Jul 2023 — PUBLISHED FOR OPPOSITION
  • 05 Jul 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 20 Jun 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 25 May 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 24 May 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 24 May 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 25 Nov 2022 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 25 Nov 2022 — NON-FINAL ACTION E-MAILED
  • 25 Nov 2022 — NON-FINAL ACTION WRITTEN
  • 22 Nov 2022 — ASSIGNED TO EXAMINER
  • 16 Feb 2022 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 15 Feb 2022 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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