| INVESTMENT WIZARD CapitalROCK, LLC
98473471 28 Mar 2024 | on 31 Dec 2024
| Providing on-line non-downloadable software for analyzing clients' fin... Class 042 Class 042 Computer & Software Services & Scientific Services "INVESTMENT" | | | PRODUCT PROFILER CapitalRock, LLC
87462199 24 May 2017 | on 25 Aug 2023
| Providing on-line non-downloadable software for analyzing clients' fin... Class 042 Class 042 Computer & Software Services & Scientific Services Providing on-line non-downloadable software for analyzing clients' financial needs using a scoring methodology and matching financial products to consumers | | | CLIENT PROFILER CapitalRock, LLC
87568252 14 Aug 2017 | on 24 Aug 2023
| Providing on-line non-downloadable software for analyzing client's key... Class 042 Class 042 Computer & Software Services & Scientific Services Providing on-line non-downloadable software for analyzing client's key financial planning needs by financial advisors within the financial services industry using a scoring methodology to determine the highest priority needs for consumers | | | CAPITALROCK CapitalRock LLC
77038041 06 Nov 2006 | on 25 Jun 2017
| Computer search engine software; Computer software for application and... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Computer search engine software; Computer software for application and database integration; Computer software for creating searchable databases of information and data; Computer software for providing an on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and re ports; Computer software for use in customer relationship management (CRM); Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface; Computer software to automate data warehousing; Computer software, namely, an application allowing sales and field service employees to update and receive data stored in an enterprise's computer databases in real time, using a mobile device, with full telephony integration with the telephone and/or software features of the mobile device; Computer software, namely, software development tools for the creation of mobile internet applications and client interfaces; Electronic game software for handheld electronic devices; Enterprise software in the nature of a database for non-transactional data and a search engine for database content; Graphical user interface software; Web site development software Class 042 Class 042 Computer & Software Services & Scientific Services Computer search engine software; Computer software for application and database integration; Computer software for creating searchable databases of information and data; Computer software for providing an on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and re ports; Computer software for use in customer relationship management (CRM); Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface; Computer software to automate data warehousing; Computer software, namely, an application allowing sales and field service employees to update and receive data stored in an enterprise's computer databases in real time, using a mobile device, with full telephony integration with the telephone and/or software features of the mobile device; Computer software, namely, software development tools for the creation of mobile internet applications and client interfaces; Electronic game software for handheld electronic devices; Enterprise software in the nature of a database for non-transactional data and a search engine for database content; Graphical user interface software; Web site development software | | | LIFE INSURANCE WIZARD CapitalROCK, LLC
98473595 28 Mar 2024 | on 21 Nov 2024 | Providing on-line non-downloadable software for analyzing clients' fin... Class 042 Class 042 Computer & Software Services & Scientific Services Providing on-line non-downloadable software for analyzing clients' financial needs using a scoring methodology and matching life insurance products to consumers | | | REASONTEXT CapitalROCK, LLC
98436860 06 Mar 2024 | on 20 Nov 2024 | Providing on-line non-downloadable software for analyzing clients' fin... Class 042 Class 042 Computer & Software Services & Scientific Services REASON TEXT | | | SUGGESTION ENGINE CapitalROCK, LLC
98474986 29 Mar 2024 | on 26 Sep 2024 | Providing on-line non-downloadable software for identifying relevant c... Class 042 Class 042 Computer & Software Services & Scientific Services The mark was first used anywhere in a different form other than that sought to be registered at least as early as | | | ANNUITY WIZARD CapitalROCK, LLC
98471328 27 Mar 2024 | on 09 Aug 2024 | Providing on-line non-downloadable software for analyzing clients' fin... Class 042 Class 042 Computer & Software Services & Scientific Services Providing on-line non-downloadable software for analyzing clients' financial needs using a scoring methodology and matching annuity products to consumers | | | REASONTEXT CapitalROCK, LLC
97493472 08 Jul 2022 | on 30 Jan 2024 | Providing on-line non-downloadable search engine software for analyzin... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products REASON TEXT | | | RIGHTBRIDGE CapitalRock LLC
77040758 09 Nov 2006 | on 23 Mar 2018 | Computer application software for mobile phones; Computer communicatio... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products RIGHT BRIDGE | |