on 03 Apr 2024
Last Applicant/ Owned by
8525 E. ORCHARD RD. 2T3
GREENWOOD VILLAGE
CO
80111
Serial Number
97211339 filed on 10th Jan 2022
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for processing transactions; providing temporary use of online non-downloadable software applications for financial planning and management, managing investments, and retirement planning; providing temporary use of non-downloadable computer software applicatRead More
Regulatory compliance consulting in the field of employer-sponsored defined contribution plans
Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for processing transactions; providing temporary use of online non-downloadable software applications for financial planning and management, managing investments, and retirement planning; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users 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 record keeping for employer-sponsored defined contribution plans and defined benefit plans; financial record keeping for regulatory compliance purposes; enrollment processing services being administration of employer-sponsored defined contribution and defined benefit plans; financial record keeping services for retirement and investment accounts; Database management; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information via a website; providing information and news in the field of business; business advisory services, consultancy and information; information services relating to business matters
Downloadable software in the nature of a mobile application for accessing financial records related to employer-sponsored defined contribution plans and defined benefit plans provided to individual retirement and investment accounts; downloadable software in the nature of a mobile application for retirement plan financial record keeping for participants; downloadable software in the nature of a mobile application for financial administration of employee pension plans and retirement plans; downloadable software in the nature of a mobile application for providing database access to information in the field of employer-sponsored defined contribution, defined benefit plans, individual retirement accounts and individual investment accounts; downloadable software for financial record keeping and retirement fund management; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting for processing transactions; downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities
No 97211339
No Service Mark
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| Status Date | Action Taken |
|---|---|
| 17th Apr 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 01st Apr 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 18th Mar 2024 | EXPARTE APPEAL TERMINATED |
| 18th Mar 2024 | EXAMINERS AMENDMENT -WRITTEN |
| 18th Mar 2024 | EXAMINERS AMENDMENT E-MAILED |
| 18th Mar 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 18th Mar 2024 | EXAMINER'S AMENDMENT ENTERED |
| 07th Feb 2024 | EXPARTE APPEAL DISMISSED - FAILURE TO FILE BRIEF |
| 27th Nov 2023 | ACTION CONTINUING FINAL - COMPLETED |
| 27th Nov 2023 | ACTION DENYING REQ FOR RECON E-MAILED |
