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EF
Live/Registered
REGISTERED

on 18 Feb 2020

Last Applicant/ Owned by

1050 Enterprise Way, 3rd Floor

Sunnyvale

CA

94089

Serial Number

88299335 filed on 13th Feb 2019

Registration Number

5992452 registered on 18th Feb 2020

in the Principal Register

Correspondent Address

Andrew G. Colombo

ANDREW G. COLOMBO

10801 MASTIN BLVD., SUITE 1000

OVERLAND PARK KS 66210

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

EF

Downloadable newsletters in the field of business, finance, investment, and money management Entertainment services in the nature of an ongoing program in the field of mutual funds, personal finance, and financial planning and advice, broadcast over radio, television, and the Internet; educational services, namely, conducting online classes, seminars, conferences, and workshops in the field of bu Read More

Classification Information


Class [016]
Paper Goods and Printed Material


Printed materials, namely, newsletters, periodic reports, brochures, and customized investor reports regarding financial planning and education, business, finance, investment, money management, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments; notepads; pens


First Use Date in General

14th Oct 2019

First Use Date in Commerce

14th Oct 2019

Class [036]
Insurance & Financial Services


Financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management, planning, and advice services; financial analysis and research services; investment management services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the field of finance, business, money management, financial planning, and financial investments; financial services, namely, financial and retirement planning and guidance, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial services offered via a global computer network, namely, financial planning, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial planning services; financial investment for others in the fields of securities, mutual funds; financial retirement trust management services; asset administration; financial and investment services, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary services


First Use Date in General

14th Oct 2019

First Use Date in Commerce

14th Oct 2019

Class [041]
Education and Entertainment Services


Entertainment services in the nature of an ongoing program in the field of mutual funds, personal finance, and financial planning and advice, broadcast over radio, television, and the Internet; educational services, namely, conducting online classes, seminars, conferences, and workshops in the field of business, finance, investment, money management, and financial planning; online electronic newsletters delivered by email in the field of personal finance and financial planning; providing online non-downloadable newsletters in the field of business, finance, investment, and money management


First Use Date in General

14th Oct 2019

First Use Date in Commerce

14th Oct 2019

Class [042]
Computer & Software Services & Scientific Services


Interactive computer on-line services offered via a global computer network in the nature of an interactive website featuring technology that allows users to schedule a call with a financial advisor, upload and download documents, and manage investments in the fields of financial and retirement planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments


First Use Date in General

14th Oct 2019

First Use Date in Commerce

14th Oct 2019

Class [009]
Computer & Software Products & Electrical & Scientific Products


Downloadable newsletters in the field of business, finance, investment, and money management


First Use Date in General

16th Oct 2019

First Use Date in Commerce

16th Oct 2019

Mark Details


Serial Number

No 88299335

Mark Type

No Service Mark

Attorney Docket Number

No 52116

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.13.21 -

Quadrilaterals that are completely or partially shaded

26.13.28 -

Miscellaneous designs with overall quadrilateral shape

27.03.01 -

Geometric figures forming letters or numerals, including punctuation

Legal History


Show more

Status DateAction Taken
18th Feb 2020REGISTERED-PRINCIPAL REGISTER
14th Jan 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
13th Jan 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
26th Dec 2019STATEMENT OF USE PROCESSING COMPLETE
26th Dec 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
13th Dec 2019TEAS STATEMENT OF USE RECEIVED
13th Dec 2019USE AMENDMENT FILED
06th Aug 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
11th Jun 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11th Jun 2019PUBLISHED FOR OPPOSITION