INTELLIGENT ADVICE ENGINE

Live / Registered — Registered (as of 02 Jan 2024)

What this means for you

Registered since 02 Jan 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97541044
Registration number
7265085
Mark type
Stylized text
Filed
09 Aug 2022
Registered
02 Jan 2024
Attorney of record
Carissa L. Weiss

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software for analyzing financial data for use in connection with providing financial investment services and advice; downloadable computer software for assessing a user's financial situation and investment goals and recommending a financial investment strategy; downloadable computer software for determining and recommending financial products or portfolios of products; downloadable mobile application software for analyzing financial data for use in connection with providing financial investment services and advice; downloadable mobile application software for assessing a user's financial situation and investment goals and recommending a financial investment strategy; downloadable mobile application software for determining and recommending financial products or portfolios of products
  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services, money lending, mortgage planning; financial planning and investment advisory services; financial advice, namely, budget planning; banking services; mortgage lending services; consumer lending services; insurance brokerage services; insurance services, namely, underwriting, issuance, and administration of all types of insurance; providing insurance information; financial information provided by electronic means in the field of securities trading, investments, and commercial lending; providing financial assessment services
  • Class 042 — Scientific and technological services: Providing temporary use of online, non-downloadable computer software for analyzing financial data for use in connection with providing financial investment services and advice; providing temporary use of online, non-downloadable computer software for assessing a user's financial situation and investment goals and recommending a financial investment strategy; providing temporary use of online, non-downloadable computer software for determining and recommending financial products or portfolios of products

Owner

Prosecution history

  • 02 Jan 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 02 Jan 2024 — REGISTERED-SUPPLEMENTAL REGISTER
  • 27 Apr 2023 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
  • 26 Apr 2023 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 26 Apr 2023 — USE AMENDMENT ACCEPTED
  • 22 Mar 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 21 Mar 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 21 Mar 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 22 Mar 2023 — AMENDMENT TO USE PROCESSING COMPLETE
  • 22 Mar 2023 — USE AMENDMENT FILED
  • 21 Mar 2023 — TEAS AMENDMENT OF USE RECEIVED
  • 28 Nov 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 28 Nov 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 28 Nov 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 23 Sept 2022 — NOTIFICATION OF NON-FINAL ACTION E-MAILED

View this trademark record on Marksy