INVEST4YOU
Live / Allowed — Notice of allowance issued (as of 13 Jan 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 08 Jan 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 98945323
- Mark type
- Stylized text
- Filed
- 08 Jan 2025
- Published for opposition
- 18 Nov 2025
- Attorney of record
- Thanasi K. Preovolos
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable and recorded software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and Downloadable and recorded software for providing analytical reporting, criteria-based messaging, and personalized financial insights
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; Software as a service (SAAS) services featuring software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and Software as a service (SAAS) services featuring software for providing analytical reporting, criteria-based messaging, and personalized financial insights
Owner
- PENCHECKS, INC., LA MESA, CA, US
- PENCHECKS, INC., LA MESA, CA, US
Prosecution history
- 13 Jan 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 18 Nov 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 18 Nov 2025 — PUBLISHED FOR OPPOSITION
- 12 Nov 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 16 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 08 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 30 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 30 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 30 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 30 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 30 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 01 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 01 Jul 2025 — NON-FINAL ACTION E-MAILED
- 01 Jul 2025 — NON-FINAL ACTION WRITTEN
- 17 Jun 2025 — ASSIGNED TO EXAMINER