GUIDELINE

Live / Registered — Registered (as of 13 Jan 2026)

What this means for you

Registered since 13 Jan 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98631286
Registration number
8098448
Mark type
Design + words
Filed
03 Jul 2024
Published for opposition
25 Nov 2025
Registered
13 Jan 2026
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

  • 13 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 13 Jan 2026 — REGISTERED-PRINCIPAL REGISTER
  • 25 Nov 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 25 Nov 2025 — PUBLISHED FOR OPPOSITION
  • 19 Nov 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 29 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 06 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 06 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 06 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 23 Jun 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 23 Jun 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 07 Apr 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 07 Apr 2025 — NON-FINAL ACTION E-MAILED
  • 07 Apr 2025 — NON-FINAL ACTION WRITTEN
  • 31 Mar 2025 — ASSIGNED TO EXAMINER

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