providing an interactive website featuring technology that allows users to schedule a call with a financial advisor, manage investments, and upload and download documents in the fields of financial and retirement planning, investment analysis, and portfolio allocation financial consultancy services in the nature of financial advice, analysis, education, and guidance; Investment advisory services; Read More

Classification Information

Class [042]
Computer & Software Services & Scientific Services

Class [036]
Insurance & Financial Services

financial consultancy services in the nature of financial advice, analysis, education, and guidance; Investment advisory services; investment management, planning, and advice services; financial analysis and research services; investment advisory services featuring the management of an account holder's investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial services offered via a global computer network, namely, financial planning, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial planning services; financial investment for others in the fields of securities, mutual funds financial retirement trust management services; financial asset administration; financial asset management, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary representative services; funds investment, namely, high-yield cash and liquid asset management

Class [016]
Paper Goods and Printed Material

printed materials, namely, newsletters, periodic reports, brochures, and customized investor reports in the fields of financial planning and education, business, finance, investment, money management, investment analysis, portfolio allocation, and recommendations for selecting specific financial instruments

Class [009]
Computer & Software Products & Electrical & Scientific Products

downloadable electronic newsletters in the fields of business, finance, investment, and money management; downloadable podcasts in the fields of mutual funds, personal finance, and financial planning and advice; downloadable software in the nature of a mobile application for providing investment account and portfolio information and statements, retirement goal information, investment activity and plan updates and information, and contact to a financial advisor

Mark Details

Serial Number

No 97379616

Mark Type

No Service Mark

Attorney Docket Number

No 57261-US

44D Filed

44D Current

44E filed

44E Current

66A Filed

66A Current

Current Basis

No Basis

Legal History

Status Date	Action Taken
08^th Apr 2024	ABANDONMENT - NO USE STATEMENT FILED
08^th Apr 2024	ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
09^th Sep 2023	NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
07^th Sep 2023	SOU TEAS EXTENSION RECEIVED
07^th Sep 2023	SOU EXTENSION 1 FILED
07^th Sep 2023	SOU EXTENSION 1 GRANTED
07^th Mar 2023	NOA E-MAILED - SOU REQUIRED FROM APPLICANT
10^th Jan 2023	PUBLISHED FOR OPPOSITION
10^th Jan 2023	OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
21^st Dec 2022	NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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