REGISTERED
on 27 Dec 2022
Last Applicant/ Owned by
655 Montgomery Street, Suite 1800
San Francisco
CA
94111
Serial Number
97131153 filed on 18th Nov 2021
Registration Number
6934433 registered on 27th Dec 2022
Correspondent Address
Jordan A. LaVine
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
H
Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs Financial retirement p Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs
First Use Date in General
01st Sep 2020
First Use Date in Commerce
01st Sep 2020
Class [041]
Education and Entertainment Services
Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith
First Use Date in General
15th Mar 2021
First Use Date in Commerce
15th Mar 2021
Class [036]
Insurance & Financial Services
Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, and retirement planning
First Use Date in General
01st Sep 2020
First Use Date in Commerce
01st Sep 2020
Mark Details
Serial Number
No 97131153
Mark Type
No Service Mark
Attorney Docket Number
No
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)
26.01.21 -
Circles that are totally or partially shaded
Legal History
| Status Date | Action Taken |
|---|---|
| 28th Aug 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 28th Aug 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 28th Aug 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 27th Dec 2022 | REGISTERED-PRINCIPAL REGISTER |
| 27th Dec 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 11th Oct 2022 | PUBLISHED FOR OPPOSITION |
| 11th Oct 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 05th Oct 2022 | LETTER OF PROTEST EVIDENCE REVIEWED-NO FURTHER ACTION TAKEN |
| 04th Oct 2022 | LETTER OF PROTEST EVIDENCE FORWARDED |
| 21st Sep 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |