INVEST WITH CONFIDENCE

Live / Registered — Registered (as of 19 Sept 2023)

What this means for you

Registered since 19 Sept 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97708494
Registration number
7169723
Mark type
Stylized text
Filed
08 Dec 2022
Published for opposition
04 Jul 2023
Registered
19 Sept 2023
Attorney of record
Lynn M. Jordan

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software and mobile applications for use in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; downloadable computer software and mobile applications for creating, accessing, managing and monitoring personal financial accounts, investment accounts, and other financial account information; downloadable computer software and mobile applications for use in budgeting, managing, recording, and tracking financial and investment transactions; downloadable computer software and mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; downloadable computer software and mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, pooled investment vehicles, hedge funds, mutual funds, and investment portfolios; downloadable computer game software in the fields of investment, investment management, portfolio management, asset management, and financial and monetary affairs; downloadable computer game software offered via the internet and wireless devices; downloadable video recordings and video content featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; downloadable electronic publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; Downloadable computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site providing news, information, transaction capability and online financial services; downloadable software in the nature of a mobile application for providing information related to conferences, networking events, and entertainment events; downloadable webinars in the field of finance, investment, and retirement; downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning
  • Class 016 — Paper goods and printed matter: Printed publications and printed matter, namely, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, and leaflets, guides, and charts, in the field of financial investment, investment management, asset management, and financial aspects of retirement
  • Class 036 — Insurance and financial services: Providing financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; mutual fund investment services; providing advice, information and research in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; advisory services related to mutual funds, hedge funds, exchange traded funds, pension funds, and other collective investment vehicles; provision of information and data concerning stocks and bonds; advisory services related to stocks, bonds, and other investment vehicles; hedge fund investment services; financial services, namely, operation and management of hedge funds
  • Class 041 — Education and entertainment services: Providing online, non-downloadable electronic publications, namely, magazines, newsletters, articles, papers, reports, podcasts, and videos in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; providing online non-downloadable videos and video content featuring financial information calculators, namely, financial planning calculators and retirement calculators, all in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs; providing a website featuring non-downloadable electronic publications being magazines, newsletters, blogs, and articles, videos, and video content in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Education services, namely, providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement

Owner

Prior registrations

Prosecution history

  • 15 Oct 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Oct 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Oct 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 15 Oct 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 15 Oct 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 19 Sept 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 19 Sept 2023 — REGISTERED-PRINCIPAL REGISTER
  • 04 Jul 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 04 Jul 2023 — PUBLISHED FOR OPPOSITION
  • 14 Jun 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 26 May 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 12 May 2023 — ASSIGNED TO EXAMINER
  • 25 Apr 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 25 Apr 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 25 Apr 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

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