tm logo
Live/Pending
SU - REGISTRATION REVIEW COMPLETE

registration review complete

on 09 Feb 2024

Last Applicant/ Owned by

3000 Schwab Way

Westlake

TX

76262

Serial Number

90318065 filed on 13th Nov 2020

Registration Number

N/A

Correspondent Address

Louise Arnott

Michael Best & Friedrich LLP

444 W. Lake Street, Suite 3200

Chicago, IL 60606

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

Logo Mark Trademark Information

Providing online non-downloadable software that allows a chatbot character to interact directly with clients through natural language processing in the field of personal finance, asset management, wealth management, investment, and banking; providing a website which features technology that enables customers to interact directly with a chatbot character through natural language processing in the fRead More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing online non-downloadable software that allows a chatbot character to interact directly with clients through natural language processing in the field of personal finance, asset management, wealth management, investment, and banking; providing a website which features technology that enables customers to interact directly with a chatbot character through natural language processing in the fields of personal finance, asset management, wealth management, investment, and banking; providing online non-downloadable computer software for conducting account transactions, securities trades, research, analysis and portfolio management activities; providing online non-downloadable computer software for financial account management, financial information management, financial education, and customer support services


First Use Date in General

05th Oct 2022

First Use Date in Commerce

05th Oct 2022

Class [036]
Insurance & Financial Services


Financial advisory, financial asset management, wealth management, financial investment brokerage, banking, and financial investment consultation services; providing information, news, and commentary in the field of banking, personal finance and investment


First Use Date in General

31st Dec 2019

First Use Date in Commerce

31st Dec 2019

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


Downloadable computer software that allows a chatbot character to interact directly with clients through natural language processing in the fields of personal finance, asset management, wealth management, investment, and banking; downloadable computer software for conducting account transactions, securities trades, research, analysis and portfolio management activities; downloadable computer software for financial account management, financial information management, financial education, and customer support services


First Use Date in General

31st Dec 2019

First Use Date in Commerce

31st Dec 2019

Specimens


 specimen specimen specimen specimen specimen

Mark Details


Serial Number

No 90318065

Mark Type

No Service Mark

Attorney Docket Number

No 888677-0005

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.01.09 -

Geometric figures, objects, humans, plants or animals forming or bordering the perimeter of a circle

26.05.15 -

Four or more triangles

26.11.14 -

Three or more rectangles

26.19.05 -

Prisms and pyramids

Description of Design Search

The mark consists of connected geometric shapes shown in outline and forming a roughly-shaped ring.

Legal History


Show more

Status DateAction Taken
16th Feb 2024ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
10th Feb 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09th Feb 2024STATEMENT OF USE PROCESSING COMPLETE
09th Feb 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08th Feb 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
19th Jan 2024TEAS STATEMENT OF USE RECEIVED
19th Jan 2024USE AMENDMENT FILED
07th Dec 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
07th Dec 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07th Dec 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED