SHEP
Live / Registered — Registered (as of 18 Mar 2025)
What this means for you
Registered since 18 Mar 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98253787
- Registration number
- 7733819
- Mark type
- Stylized text
- Filed
- 03 Nov 2023
- Published for opposition
- 23 Jul 2024
- Registered
- 18 Mar 2025
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means in the field of management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts; Investment services, namely, asset acquisition, consultation, development and management services; Strategic financial advisory services; Financial investment brokerage services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
- Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing a website featuring non-downloadable software using artificial intelligence for managing and monitoring personal financial and investment accounts; Providing on-line non-downloadable software for news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing on-line non-downloadable software for establishing managed personal investment accounts; Providing on-line non-downloadable software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing online non-downloadable computer software platforms for managing, monitoring and creating reports for personal financial and investment accounts; Providing temporary use of non-downloadable cloud-based software for establishing managed personal investment accounts; Software as a service (SAAS) services featuring software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data
Owner
- Jerrod Summers, Fair Oaks Ranch, TX, US
- Jerrod Summers, Fair Oaks Ranch, TX, US
- Jerrod Summers, Fair Oaks Ranch, TX, US
Prosecution history
- 18 Mar 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 18 Mar 2025 — REGISTERED-PRINCIPAL REGISTER
- 26 Feb 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 26 Feb 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 26 Feb 2025 — EXAMINER'S AMENDMENT ENTERED
- 26 Feb 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 26 Feb 2025 — EXAMINERS AMENDMENT E-MAILED
- 26 Feb 2025 — SU-EXAMINER'S AMENDMENT WRITTEN
- 10 Feb 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 10 Feb 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 10 Feb 2025 — ASSIGNED TO LIE
- 03 Feb 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 01 Feb 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 01 Feb 2025 — NON-FINAL ACTION E-MAILED
- 01 Feb 2025 — SU - NON-FINAL ACTION - WRITTEN