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SEARCHED
on 15 Jul 2024
Last Applicant/ Owned by
PLENTY FINANCIAL INC.
2368 Greenwich StreetSan Francisco CA 94123
US
Serial Number
2248612 filed on 01st Nov 2022
Correspondent Address
7100-380 rue Saint-Antoine OMontréal
QUÉBEC
CA
H2Y3X7
PLENTY
Trademark usage description
downloadable software in the fields of financial management, retirement planning and management, money management, debt and asset management, investme Read MoreClassification Information
Class [009]
Downloadable software in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning; downloadable software for uploading, integrating, collecting, accessing and managing bank account, credit card, loan accounts, investment accounts and financial information from different sources to facilitate analyses of debt, assets, and financial positions; downloadable software for providing financial information, management and advisory services; downloadable software for managing finances, tracking investments, portfolio analysis, portfolio management, investment reporting, investment performance measurement; downloadable software for creating, managing, tracking, and implementing budgets, savings, investment and retirement plans, and finance strategies; downloadable software for configuring and receiving alert messages regarding goals, account changes and transactions; downloadable software for monitoring, performing queries, modeling and forecasting financial data and creating reports; downloadable software for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (etfs), and equities; downloadable software in the nature of a mobile application for brokering and trading investments, securities, stocks, bonds, capital investments, cryptocurrencies and equities; downloadable software in the nature of a mobile application for providing information in the field of finance, securities trading, investments; downloadable software for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable software for providing text, audio, audiovisual, videos, audio and video recordings featuring instruction and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; downloadable software in the field of personal finance for searching, viewing and comparing credit cards, checking accounts, savings accounts, investment accounts, mortgages, auto insurance, life insurance and health insurance; downloadable software featuring chatbot software for simulating conversations; downloadable software for enabling users to register for live- video conference events; downloadable software for virtual communities to participate in discussions and engage in social, business and community networking; downloadable software for managing a loyalty and awards program.
Classification kind code
11
Class [035]
Advertising, marketing and promotion services; advertising, marketing and promotional services for the purpose of facilitating networking opportunities for business purposes; administration of consumer loyalty program; incentive award programs designed to reward users for participation, engaging and completing goals and tasks; providing business profiles of businesses, merchants, and service providers via a website; provision of an online marketplace for buyers and sellers of goods and services; providing business reviews and ratings of the services of others via a website.
Classification kind code
11
Class [036]
On-line financial evaluation and planning services; providing on-line information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, estate planning; providing on-line financial planning tools in the nature of financial calculators, questionnaires and information to assist in making investment and financial planning decisions via an online searchable database; financial and investment services, namely, financial information, management and advisory services; information, advisory, consultancy and financial research services using artificial intelligence (ai) relating to finance, money management and investments; management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; providing information in the field of personal finance.
Classification kind code
11
Class [038]
Streaming of audio, visual and audiovisual material via a global computer network; telecommunications services, namely, electronic transmission, broadcasting, distribution of data, images, graphics, sound, video, messages, and documents by means of the internet or wireless communication networks; computer services, namely, providing online facilities for real-time interaction with others; video on-demand transmission services; video conferencing services; telecommunications services, namely, providing video conferencing services via an online searchable database; telecommunications services, namely, providing electronic messages, alerts and notifications.
Classification kind code
11
Class [041]
Arranging, conducting and organization of seminars, workshops, trainings, classes, exhibitions, presentations and conferences; education services, namely, providing online non-downloadable videos, audio and video recordings featuring instruction and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; providing online non-downloadable educational content and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; providing online non-downloadable blogs and non-downloadable publications in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management and estate planning (term considered too vague by the International Bureau - Rule 13 (2) (b) of the Regulations).
Classification kind code
11
Class [042]
Software as a services (saas) in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning; providing online non-downloadable software for uploading, integrating, collecting, accessing and managing bank account, credit card, loan accounts, investment accounts and financial information from different sources to facilitate analyses of debt, assets, and financial positions; providing online non-downloadable software for providing financial information, management and advisory services; providing online non-downloadable software for use in the field of personal finance for searching, viewing and comparing credit cards, checking accounts, savings accounts, investment accounts, mortgages, auto insurance, life insurance and health insurance; providing online non-downloadable software for managing finances, tracking investments, portfolio analysis, portfolio management, investment reporting, investment performance measurement; providing online non-downloadable software for creating, managing, tracking, and implementing budgets, savings, investment and retirement plans, and finance strategies; providing online non-downloadable software for configuring and receiving alert messages regarding goals, account changes and transactions; providing online non-downloadable software for monitoring, performing queries, modeling and forecasting financial data and creating reports; providing online non-downloadable software for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (etfs), and equities; providing temporary use of online non-downloadable computer chatbot software for simulating conversations; providing online non-downloadable software for enabling users to register for or attend online and in person conference events; computer services, namely, creating online virtual communities for registered users to participate in discussions and engage in social, business and community networking; providing online non-downloadable software for managing a loyalty and awards program.
Classification kind code
11
Mark Details
Serial Number
2248612
Mark Type
Trademark
Legal History
| Action Taken | Status |
|---|---|
| Submitted for opposition 22 on 15th Jul 2024 | Search Recorded |
| Submitted for opposition 20 on 15th Jul 2024 | Examiner's First Report |
| Submitted for opposition 223 on 15th Jul 2024 | Total Provisional Refusal |
| Submitted for opposition 256 on 30th Jan 2024 | Notification of Possible Opposition Sent |
| Submitted for opposition 48 on 05th Jun 2023 | Agent Changed |
| Submitted for opposition 257 on 30th Mar 2023 | Designation Notification - Madrid Protocol |
| Submitted for opposition 31 on 29th Mar 2023 | Formalized |
| Submitted for opposition 1 on 29th Mar 2023 | Created |
| Submitted for opposition 228 on 01st Nov 2022 | International Registration |
| Submitted for opposition 30 on 01st Nov 2022 | Filed |