PROTECTIVE INVESTING
Dead / Abandoned — Abandoned — no statement of use filed (as of 13 May 2024)
What this means for you
This application is over — abandoned 13 May 2024. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 97499298
- Mark type
- Design + words
- Filed
- 12 Jul 2022
- Published for opposition
- 15 Aug 2023
- Abandoned
- 13 May 2024
- Attorney of record
- Hillary E. Maynard
Goods and services
- Class 036 — Insurance and financial services: Provision of protective investment consultation for financial planning professionals; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Investment by electronic means; Investment consultancy; Investment advisory services; Provision of online financial information, research and investment recommendations for financial planning professionals; Investment management services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial analysis and consultation; Providing financial information in the field of financial planning and investment for financial planning professionals; Providing financial information pertaining to financial tools and products for financial planning professionals; Financial services, namely, financial management, consultation and advice in the field of alternative investments
- Class 042 — Scientific and technological services: Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to track, monitor, and manage investment portfolios; Platform as a Service (PaaS) featuring computer software platform for investment portfolio selection, construction, monitoring, reporting, and management; Platform as a Service (PaaS) featuring computer software platform for managing investments; Platform as a Service (PaaS) featuring computer software platform for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, and investment performance measurement; Platform as a Service (PaaS) featuring computer software platform that allows users to research, analyze, and invest in annuities, buffer EFTs, structured notes, and alternative investments; Platform as a Service (PaaS) featuring computer software platform that allows users to manage and administer investments; Platform as a Service (PaaS) featuring computer software platform that allows banks, issuers, and financial institutions to sell annuities, ETFs, structured notes, and alternative investments to financial planning professionals and their clients; Providing on-line non-downloadable software in the nature of a financial technology software platform for providing information, analysis, management and administration services in the field of investments; Platform as a Service (PaaS) featuring computer software platform that enables investors to select, issue and monitor financial products; Platform as a Service (PaaS) featuring computer software platform that provides protective investment solutions for financial planning professionals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals draft proposals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to draft and deliver customized financial planning strategies and asset management and investment advice
Owner
- Halo Investing, Inc., Wheaton, IL, US
- Halo Investing, Inc., Wheaton, IL, US
Prosecution history
- 13 May 2024 — ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
- 13 May 2024 — ABANDONMENT - NO USE STATEMENT FILED
- 10 Oct 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 15 Aug 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 15 Aug 2023 — PUBLISHED FOR OPPOSITION
- 26 Jul 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 07 Jul 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 08 Jun 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 07 Jun 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 07 Jun 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 29 Apr 2023 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 29 Apr 2023 — NON-FINAL ACTION E-MAILED
- 29 Apr 2023 — NON-FINAL ACTION WRITTEN
- 26 Apr 2023 — ASSIGNED TO EXAMINER
- 02 Aug 2022 — NOTICE OF DESIGN SEARCH CODE E-MAILED