Serial 98342241

Live / Registered — Registered (as of 24 Mar 2026)

What this means for you

Registered since 24 Mar 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98342241
Registration number
8188499
Mark type
Design / logo
Filed
04 Jan 2024
Published for opposition
02 Jul 2024
Registered
24 Mar 2026
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 collection, editing, organizing, modifying, book marking, transmission, storage, and sharing of data and information 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 video recordings and audio and multimedia files 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 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 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, white 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 audio and multimedia files 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, namely, magazines, newsletters, blogs, and articles, videos, and audio and multimedia files 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

  • 24 Mar 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 24 Mar 2026 — REGISTERED-PRINCIPAL REGISTER
  • 20 Feb 2026 — ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
  • 17 Feb 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 17 Feb 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 21 Jan 2026 — STATEMENT OF USE PROCESSING COMPLETE
  • 16 Jul 2025 — USE AMENDMENT FILED
  • 21 Jan 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 16 Jul 2025 — TEAS STATEMENT OF USE RECEIVED
  • 21 Feb 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 21 Feb 2025 — SOU EXTENSION 1 GRANTED
  • 21 Feb 2025 — SOU EXTENSION 1 FILED
  • 21 Feb 2025 — SOU TEAS EXTENSION RECEIVED
  • 15 Oct 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Oct 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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