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FAMILYGPT
Dead/Abandoned
ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE

failure to respond or late response

on 12 Nov 2024

Last Applicant/ Owned by

465 California St. Suite 1020

San Francisco

CA

94104

Serial Number

98151029 filed on 25th Aug 2023

Registration Number

N/A

Correspondent Address

Rhett V. Barney

Rhett V. Barney LEE & HAYES, PC

SPOKANE, WA 99201

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

FAMILYGPT

Software as a service (SAAS) services featuring software for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document ma Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Software as a service (SAAS) services featuring software for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring software comprising a comprehensive database management system of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database;Software as a service (SAAS) services featuring online non-downloadable computer software for appointment scheduling; Software as a service (SAAS) services featuring online non-downloadable computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Software as a service (SAAS) services featuring online non-downloadable computer software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and transferring data and information;Providing Software-as-a-Service (SaaS) services featuring online, non-downloadable software for business management, customer relationship management, document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business communications; Software as a service (SAAS) services featuring software for business management, operations and data analysis; Providing temporary use of a non-downloadable web application for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Platform as a service (PAAS) featuring computer software platforms for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing a website featuring non-downloadable software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing temporary use of non-downloadable computer software which enables Internet users to post, upload, view and share data, information and multimedia content; provision of online non-downloadable computer software for enabling communication between users on community sites on the Internet; providing non-downloadable computer software for real-time transmission of data, messages, location information, pictures, link information and texts; provision of online non-downloadable computer software programs in data networks for accessing on-line databases;providing temporary use of non-downloadable computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; software as a service (SaaS) featuring software for use in tracking habits and goals; providing on-line temporary use of non-downloadable software for use in tracking habits and goals; provision of computer programs in data networks, namely, providing online non-downloadable software for use in tracking habits and goals; online non-downloadable computer programs and downloadable computer software for machine-learning based language and speech processing software; online non-downloadable computer chatbot software for simulating conversations; online non-downloadable computer programs and downloadable computer software for creating and generating text


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [036]
Insurance & Financial Services


Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families; Family office services, namely, financial advisory and consultancy services in the field of financial planning for families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; philanthropy consultation related to taxation planning; tax and taxation planning, advice, information, and consultancy services


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [035]
Advertising, Business & Retail Services


Family succession planning; business transition planning; tax planning; Family office business services, namely, providing business management and business consulting services for family offices; Family office business administration services


First Use Date in General

N/A

First Use Date in Commerce

N/A

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


downloadable mobile applications for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software comprising a comprehensive database management system of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable software featuring computer software for appointment scheduling; Downloadable software featuring computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Downloadable software featuring computer software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and transferring data and information; Downloadable software featuring computer software for business management, customer relationship management, document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business communications; Downloadable software featuring computer software for business management, operations and data analysis; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for users to post, upload, view and share data, information and multimedia content; Downloadable software featuring computer software for enabling communication between users on community sites on the Internet; Downloadable software featuring computer software for real-time transmission of data, messages, location information, pictures, link information and texts; Downloadable software featuring computer software for programs in data networks for accessing on-line databases; Downloadable software featuring computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; Downloadable software featuring computer software for use in tracking habits and goals; downloadable computer programs and downloadable computer software for machine-learning based language and speech processing software; downloadable computer chatbot software for simulating conversations; downloadable computer programs and downloadable computer software for creating and generating text


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98151029

Mark Type

No Service Mark

Attorney Docket Number

No W179-0003TMU

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 DateAction Taken
12th Nov 2024ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
12th Nov 2024ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
29th Jul 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
29th Jul 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
29th Apr 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
29th Apr 2024NON-FINAL ACTION E-MAILED
29th Apr 2024NON-FINAL ACTION WRITTEN
25th Apr 2024ASSIGNED TO EXAMINER
25th Sep 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
29th Aug 2023NEW APPLICATION ENTERED