final action
on 23 Oct 2024
Last Applicant/ Owned by
Suite 100
San Diego
US
CA
92122
Serial Number
98503230 filed on 16th Apr 2024
Registration Number
N/A
Correspondent Address
David M. Kramer
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
banking services; checking and savings account services; bill payment services, namely, payment administration; bank card, debit card and electronic payment card services; money transmission services, namely, electronic transfer of money; mortgage lending services; financing of loans; arranging and provision of loans; financing services, namely, purchasing of lottery prize, structured settlement, Read More
banking services; checking and savings account services; bill payment services, namely, payment administration; bank card, debit card and electronic payment card services; money transmission services, namely, electronic transfer of money; mortgage lending services; financing of loans; arranging and provision of loans; financing services, namely, purchasing of lottery prize, structured settlement, and deferred payment obligations; consumer lending services, namely, providing loans whereby lottery prize, structured settlement, and deferred payments are used as loan collateral; equipment financing services, namely, providing financing for the purchase and leasing of equipment; electronic payment card services, namely, debit card transaction processing services, and automated teller machine transaction processing services; ATM banking services; debit card transaction processing services; financial investment brokerage and financial investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, derivatives, warrants, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; providing web-based, automated and customized personal financial management services, namely, management of personal financial accounts and investments, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; online financial advisory services in the nature of automated financial robo-advisory services; online financial management services in the nature of automated robo-wealth management and portfolio management and rebalancing; end-point investor services, namely, capital investment and investment of funds; investment consultancy and management and financial portfolio management; individual retirement account services; investment consultation services in the area of investment risk assessment
N/A
N/A
No 98503230
No Service Mark
No 0106601-062
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
23rd Oct 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
23rd Oct 2024 | NON-FINAL ACTION E-MAILED |
23rd Oct 2024 | NON-FINAL ACTION WRITTEN |
22nd Oct 2024 | ASSIGNED TO EXAMINER |
29th Sep 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
16th Apr 2024 | NEW APPLICATION ENTERED |