REGISTERED AND RENEWED
on 21 Aug 2023
Last Applicant/ Owned by
2T3
GREENWOOD VILLAGE
CO
80111
Serial Number
85426712 filed on 20th Sep 2011
Registration Number
4366693 registered on 16th Jul 2013
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
"CAPITAL"
DAILY CAPITAL
"CAPITAL" [ 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 Read More
Classification Information
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
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 [009]
Computer & Software Products & Electrical & Scientific Products
Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting; [Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; ] Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services; [ computer software and applications for trading securities; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for managing financial records; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; ] Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; [ Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; Authentication software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts ]
First Use Date in General
29th Jul 2011
First Use Date in Commerce
29th Jul 2011
Mark Details
Serial Number
No 85426712
Mark Type
No Service Mark
Attorney Docket Number
No 11201070083
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 |
|---|---|
| 21st Aug 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 21st Aug 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 21st Aug 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 21st Aug 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 08th Mar 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 03rd Feb 2023 | TEAS SECTION 8 & 9 RECEIVED |
| 16th Jul 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 25th Aug 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 25th Aug 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 25th Aug 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |