INVESTING IN A BRIGHTER FUTURE TOGETHER

Live / Applied — Third extension granted (statement of use) (as of 09 Apr 2025)

What this means for you

Not registered yet, but its 06 Mar 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97825741
Mark type
Stylized text
Filed
06 Mar 2023
Published for opposition
15 Aug 2023
Attorney of record
Keith A. Weltsch

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software and mobile applications for use in financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management; downloadable computer software and mobile applications for the provision of information relating to finance and investment; downloadable electronic publications, namely, journals, magazines, and articles in the field of finance and downloadable electronic course materials in the field of continuing professional development information provided on-line from databases or the internet; downloadable databases in the field of financial investments
  • Class 035 — Advertising and business services: Economic forecasting and analysis; providing information and analysis in the field of economics relating to economic market data; providing business and market research services to financial professionals and financial investors; provision of business information and advice to financial professionals and financial investors; providing online educational resources and educational material in the nature of information in the field of business to financial professionals and financial investors
  • Class 036 — Insurance and financial services: Financial management; financial risk management; financial planning; investment management; investment scenario development, namely, asset and investment development; financial portfolio construction being planning and management; hedge fund investment services; mutual funds investment services; funds investment services in the nature of unit trusts, equities, bonds, gilts and Open Ended Investment Companies provided to clients; financial information services provided by access to a computer database; aggregated financial investment product services in the nature of financial investment brokerage services; financial investment property asset management and consultancy; property funds development and management of property funds; fund management, namely, private equity fund management, capital investment fund management; advice, information and consulting services relating to all the aforesaid services
  • Class 041 — Education and entertainment services: Providing educational workshops and seminars in the fields of business, finance, and continuing professional development to financial professionals and financial investors; providing online educational resources and educational material, namely, providing a website that features information in the fields of continuing education and financial education in the nature of instruction in the field of finance to financial professionals and financial investors, and providing non-downloadable electronic publications in the nature of journals, magazines, articles, and course materials in the fields of business, finance, and continuing professional development to financial professionals and financial investors
  • Class 042 — Scientific and technological services: Providing temporary use of non-downloadable computer software relating to financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management; Platform as a Service (PaaS) featuring computer software platforms for use in financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management; Software as a Service (SaaS) services featuring software for use in financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management

Owner

Prosecution history

  • 09 Oct 2025 — TEAS STATEMENT OF USE RECEIVED
  • 10 Apr 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 10 Apr 2025 — SOU EXTENSION 3 GRANTED
  • 09 Apr 2025 — SOU EXTENSION 3 FILED
  • 09 Apr 2025 — SOU TEAS EXTENSION RECEIVED
  • 10 Oct 2024 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 10 Oct 2024 — SOU EXTENSION 2 GRANTED
  • 10 Oct 2024 — SOU EXTENSION 2 FILED
  • 09 Oct 2024 — SOU TEAS EXTENSION RECEIVED
  • 11 Apr 2024 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 10 Apr 2024 — SOU EXTENSION 1 GRANTED
  • 10 Apr 2024 — SOU EXTENSION 1 FILED
  • 10 Apr 2024 — SOU TEAS EXTENSION RECEIVED
  • 10 Oct 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 15 Aug 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

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