8FIGURES

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
98356129
Registration number
7727610
Mark type
Stylized text
Filed
13 Jan 2024
Published for opposition
28 Jan 2025
Registered
18 Mar 2025
Attorney of record
Victoria Walker

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable mobile application software for personal finance management, investing and financial portfolio tracking; Downloadable software for the integration and aggregation of financial data from various sources including bank, broker, retirement and crypto accounts; Downloadable software for tracking and analyzing investment portfolios across all asset classes including stocks, bonds, real estate, startups; Downloadable software for tracking stock market prices, dividends, coupons, mortgages and other financial instruments; Downloadable software for calculating and tracking investment returns, assets, liabilities, and net worth
  • Class 036 — Insurance and financial services: Personal financial management in the field of investing and financial portfolio analysis and tracking services; Financial research services, namely, integration and aggregation of financial data from various sources including bank, broker, retirement and crypto accounts; Financial investment brokerage, financial trading, financial portfolio management, financial advice, and financial analysis all in the fields of stocks and bonds; Financial portfolio management, financial advice, and financial analysis in the fields of real estate and start-up companies; Financial tracking of stock market prices, dividends, coupons, mortgages and other financial instruments; Financial calculation and tracking of investment returns, assets, liabilities, and net worth; Online community of private investors

Owner

Prosecution history

  • 18 Mar 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 18 Mar 2025 — REGISTERED-PRINCIPAL REGISTER
  • 28 Jan 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 28 Jan 2025 — PUBLISHED FOR OPPOSITION
  • 22 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 07 Jan 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 09 Dec 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 09 Dec 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 09 Dec 2024 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 18 Nov 2024 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 18 Nov 2024 — FINAL REFUSAL E-MAILED
  • 18 Nov 2024 — FINAL REFUSAL WRITTEN
  • 14 Oct 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 14 Oct 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 14 Oct 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED

View this trademark record on Marksy