SOCIALLY RESPONSIBLE PERSONAL STRATEGY

Live / Registered — Registered (as of 25 Mar 2025)

What this means for you

Registered since 25 Mar 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98344093
Registration number
7735331
Mark type
Stylized text
Filed
05 Jan 2024
Published for opposition
04 Feb 2025
Registered
25 Mar 2025
Attorney of record
Rachel A. Rice

Goods and services

  • Class 035 — Advertising and business services: Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals by electronic means
  • Class 036 — Insurance and financial services: Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services; Investment management services; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, banking, investments and the financial aspects of retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial services, namely, investment portfolio construction

Owner

Prior registrations

Prosecution history

  • 25 Mar 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 25 Mar 2025 — REGISTERED-PRINCIPAL REGISTER
  • 04 Feb 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 04 Feb 2025 — PUBLISHED FOR OPPOSITION
  • 29 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 09 Jan 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 08 Jan 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 08 Jan 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 08 Jan 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 07 Oct 2024 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 07 Oct 2024 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 08 Jul 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 08 Jul 2024 — NON-FINAL ACTION E-MAILED
  • 08 Jul 2024 — NON-FINAL ACTION WRITTEN
  • 07 Jul 2024 — ASSIGNED TO EXAMINER

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