CANCELLED - SECTION 8
section 8
on 14 Feb 2020
Last Applicant/ Owned by
1 Circle Star Way Suite 189
San Carlos
CA
94070
Serial Number
85426562 filed on 19th Sep 2011
Registration Number
4363066 registered on 09th Jul 2013
Correspondent Address
Paul A. McLean, Esq.
Filing Basis
1. use application currently
Disclaimer
NO DATA
SMART INDEX
Printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning Providing web-based, automated and customized personal financial man Read More
Classification Information
Class [016]
Paper Goods and Printed Material
Printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
First Use Date in General
29th Jul 2011
First Use Date in Commerce
29th Jul 2011
Class [035]
Advertising, Business & Retail Services
Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications; Providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
First Use Date in General
29th Jul 2011
First Use Date in Commerce
29th Jul 2011
Class [036]
Insurance & Financial Services
Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking accounts, ATM and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; Providing bill payment and processing services via computer and communication networks; Electronic processing and transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Retirement plan administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
First Use Date in General
29th Jul 2011
First Use Date in Commerce
29th Jul 2011
Mark Details
Serial Number
No 85426562
Mark Type
No Service Mark
Attorney Docket Number
No 181762-109
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 |
|---|---|
| 14th Feb 2020 | CANCELLED SEC. 8 (6-YR) |
| 17th Apr 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 17th Apr 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 17th Jul 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 09th Jul 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 14th Jun 2016 | AMENDMENT UNDER SECTION 7 ¿ PROCESSED |
| 14th Jun 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 13th Apr 2016 | TEAS SECTION 7 REQUEST RECEIVED |
| 16th Jan 2016 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 16th Jan 2016 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |