failure to respond or late response
on 06 Jan 2023
Last Applicant/ Owned by
1 Letterman Drive, Bldg. C #3500
San Francisco
CA
94129
Serial Number
97040438 filed on 22nd Sep 2021
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Providing temporary use of on-line non-downloadable software via an online platform for managing bank accounts, enabling electronic transfers of money; providing temporary use of on-line non-downloadable software via an online platform for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (ETFs), and equities; providing temporary use of non-downloadable computeRead More
Providing temporary use of on-line non-downloadable software via an online platform for managing bank accounts, enabling electronic transfers of money; providing temporary use of on-line non-downloadable software via an online platform for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (ETFs), and equities; providing temporary use of non-downloadable computer software via an online platform for providing financial information, management and advisory services; providing temporary use of non-downloadable computer software via an online platform for providing portfolio analysis and retirement plan consulting; providing temporary use of non-downloadable computer software via an online platform for creating, managing, tracking, and implementing savings, investment and retirement plans and strategies; providing temporary use of non-downloadable computer software via an online platform for managing individual retirement accounts; providing temporary use of non-downloadable computer software via an online platform for collecting, accessing and managing financial information from different sources to facilitate analyses of holdings and financial positions; providing temporary use of non-downloadable computer software via an online platform for accessing financial information and financial planning and investment advisory services; providing temporary use of non-downloadable computer software via an online platform for coordinating an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Financial information and advisory services; online financial planning services; financial planning and investment advisory services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial retirement plan consulting services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial portfolio analysis services; financial services, namely, wealth management services; financial planning for retirement; brokerage services for stocks, bond, and exchange traded funds (ETFs); individual retirement account services; electronic transfers of money; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Tax and taxation planning, advice, information and consultancy services
Downloadable software for managing bank accounts, enabling electronic transfers of money; downloadable software for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (ETFs), and equities; downloadable software for providing financial information, management and advisory services; downloadable software for providing portfolio analysis and retirement plan consulting; downloadable software for creating, managing, tracking, and implementing savings, investment and retirement plans and strategies; downloadable software for managing individual retirement accounts; downloadable software for collecting, accessing and managing financial information from different sources to facilitate analyses of holdings and financial positions; downloadable software for accessing financial information and financial planning and investment advisory services; downloadable software for coordinating an investment portfolio's maintenance, trading, rebalancing, and tax management needs
No 97040438
No Service Mark
No H26-07527
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 06th Jan 2023 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| 06th Jan 2023 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| 24th Jun 2022 | NON-FINAL ACTION WRITTEN |
| 24th Jun 2022 | NON-FINAL ACTION E-MAILED |
| 24th Jun 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 23rd Jun 2022 | ASSIGNED TO EXAMINER |
| 25th Oct 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 25th Sep 2021 | NEW APPLICATION ENTERED IN TRAM |
