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OHA
Live/Pending
NOTICE OF ALLOWANCE - ISSUED

issued

on 07 Nov 2023

Last Applicant/ Owned by

16th Floor

New York

NY

10017

Serial Number

97503654 filed on 14th Jul 2022

Registration Number

N/A

Correspondent Address

Lynn M. Jordan

Kelly IP, LLP

1300 19th Street, NW

Suite 420

Washington,DC 20036

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

OHA

Financial services, namely, providing advice, information, and research in the fields of investment, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicles, hedge funds, mutual funds, financial aspectsRead More

Classification Information


Class [041]
Education and Entertainment Services


Providing online, non-downloadable electronic publications, namely, magazines, newsletters, articles, white papers, reports, podcasts, and videos in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Providing online non-downloadable videos and audio files and multimedia files featuring financial information calculators, namely, financial planning calculators and retirement calculators, all in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs; Providing a website featuring non-downloadable electronic publications, namely, magazines, newsletters, articles, white papers, and reports, videos, and audio files and multimedia files in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; Arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement

Class [036]
Insurance & Financial Services


Financial services, namely, providing advice, information, and research in the fields of investment, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicles, hedge funds, mutual funds, financial aspects of retirement, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; Providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Advisory services related to mutual funds, hedge funds, exchange traded funds, pension funds, and other collective investment vehicles; Provision of information and data concerning stocks and bonds; Advisory services related to stocks, bonds, and other investment vehicles; Mutual fund investment services; Hedge fund investment services; Financial services, namely, operation and management of hedge funds; Financial services, namely, operation and management of alternative assets and investments; Investment management and advisory services; Investment of funds for others

Class [016]
Paper Goods and Printed Material


Publications and printed matter, namely, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, and leaflets, guides, and charts, in the field of financial investment, investment management, asset management, and financial aspects of retirement

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


Downloadable computer software and mobile applications for use in maintaining records and for accessing information in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; Downloadable computer software and mobile applications for creating, accessing, managing and monitoring personal financial accounts, investment accounts, and other financial account information; Downloadable computer software and mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; Downloadable computer software and mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, pooled investment vehicles, hedge funds, mutual funds, and investment portfolios; Downloadable computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site providing news, information, transaction capability and online financial services; Downloadable software in the nature of a mobile application for providing information related to conferences, networking events, and entertainment events; Downloadable computer software and mobile applications for providing financial savings tools and making financial transactions and electronic fund transfers; Downloadable videos and audio files and multimedia files featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; Downloadable publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; Downloadable webinars in the field of finance, investment, and retirement; Downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning

Mark Details


Serial Number

No 97503654

Mark Type

No Service Mark

Attorney Docket Number

No 672.00471000

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


Show more

Status DateAction Taken
07th Nov 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
12th Sep 2023PUBLISHED FOR OPPOSITION
12th Sep 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
23rd Aug 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08th Aug 2023EXAMINERS AMENDMENT -WRITTEN
08th Aug 2023EXAMINERS AMENDMENT E-MAILED
08th Aug 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
08th Aug 2023EXAMINER'S AMENDMENT ENTERED
08th Aug 2023APPROVED FOR PUB - PRINCIPAL REGISTER
19th Jul 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED