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Live / Registered — Registered (as of 24 Jun 2025)

What this means for you

Registered since 24 Jun 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98631272
Registration number
7840430
Mark type
Design + words
Filed
03 Jul 2024
Published for opposition
06 May 2025
Registered
24 Jun 2025
Attorney of record
Hoang-chi Truong

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software for creating and managing financial and retirement plans and managing financial investments
  • Class 036 — Insurance and financial services: Financial advice and consultancy services; financial administration of retirement plans; financial planning and investment advisory services; financial retirement plan consulting services; providing financial information and financial advice via a website; providing a website featuring news and information in the fields of finance, financial planning, financial investments, the financial aspects of retirement, and retirement plans
  • Class 041 — Education and entertainment services: Education services, namely, providing non-downloadable webinars in the field of finance, financial planning, financial investments, the financial aspects of retirement, and retirement plans; providing a website featuring blogs and non-downloadable publications in the nature of articles in the fields of finance, financial planning, financial investments, the financial aspects of retirement, and retirement plans
  • Class 042 — Scientific and technological services: Platform as a service (PaaS) services featuring computer software platforms for creating and managing financial and retirement plans and managing financial investments; platform as a service (PaaS) services featuring computer software platforms for hosting software for use by others for use in retirement plan advising and administration

Owner

Prosecution history

  • 24 Jun 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 24 Jun 2025 — REGISTERED-PRINCIPAL REGISTER
  • 06 May 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 06 May 2025 — PUBLISHED FOR OPPOSITION
  • 30 Apr 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 02 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 31 Mar 2025 — ASSIGNED TO EXAMINER
  • 26 Mar 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 26 Mar 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 26 Mar 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 03 Feb 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 03 Feb 2025 — NON-FINAL ACTION E-MAILED
  • 03 Feb 2025 — NON-FINAL ACTION WRITTEN
  • 27 Jan 2025 — ASSIGNED TO EXAMINER
  • 26 Jan 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED

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