REGISTERED
on 13 Dec 2022
Last Applicant/ Owned by
879 Baxter Drive
South Jordan
UT
84095
Serial Number
90056072 filed on 16th Jul 2020
Registration Number
6925480 registered on 13th Dec 2022
Correspondent Address
Robert R. Gempeler
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
ELEMENTS
Software as a service (SAAS) featuring computer software platforms for an interactive application in the fields of finance and investment; providing an application software that provides communication between financial professionals and their clients; Software as a service (SAAS) services featuring software for financial health professionals and their clients; Platform as a service (PAAS) featurin Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Software as a service (SAAS) featuring computer software platforms for an interactive application in the fields of finance and investment; providing an application software that provides communication between financial professionals and their clients; Software as a service (SAAS) services featuring software for financial health professionals and their clients; Platform as a service (PAAS) featuring software for financial data and financial advice communication management, all of the foregoing directed towards professional financial advisors and dentists' practices
First Use Date in General
15th Mar 2022
First Use Date in Commerce
15th Mar 2022
Class [009]
Computer & Software Products & Electrical & Scientific Products
Downloadable computer application software for mobile phones, tablets, or other related electronic devices for accessing a software process used for producing and transmitting financial advice; Downloadable computer application software for mobile phones, tablets, or other related electronic devices for accessing a software process used to monitor financial health in each of the following areas: Savings, Spending, Debt, Taxes, Liquidity, Income, Retirement Accounts, Real Estate, Business, Financial Independence, Insurance, Investments and Estate Planning; Downloadable software, namely, communications software for electronically exchanging financial data and financial advice via computer, mobile, wireless, telecommunications networks; Downloadable communication software for use in the financial industry for communicating between financial professionals and their clients; Downloadable computer communications software to allow consumers to discuss financial health with their financial professionals; Downloadable communications software for connecting financial professionals with their customers; Downloadable computer software for the visualization, integration, and transmission of financial information between financial professionals and their clients; Downloadable software using bidirectional communication via the internet to monitor financial health and help consumers discuss financial health with financial professionals; Downloadable computer software for the transmission via the internet of financial data and analysis and financial advising between financial advisors and their clients, all of the foregoing directed towards professional financial advisors and dentists' practices
First Use Date in General
15th Mar 2022
First Use Date in Commerce
15th Mar 2022
Mark Details
Serial Number
No 90056072
Mark Type
No Service Mark
Attorney Docket Number
No 6192.3.1
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 22nd May 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 22nd May 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 22nd May 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 22nd May 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 13th Dec 2022 | REGISTERED-PRINCIPAL REGISTER |
| 13th Dec 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 09th Nov 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 08th Nov 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 19th Oct 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 18th Oct 2022 | STATEMENT OF USE PROCESSING COMPLETE |