mailed
on 29 Nov 2023
Last Applicant/ Owned by
2368 Greenwich Street
San Francisco
CA
94123
Serial Number
97397361 filed on 05th May 2022
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Software as a Services (SaaS) featuring software for project management and collaboration between users in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning; Providing online non-downloadable software for uploading, integrating, collecting, accessing and managing bank acRead More
Software as a Services (SaaS) featuring software for project management and collaboration between users in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning; Providing online non-downloadable software for uploading, integrating, collecting, accessing and managing bank account, credit card, loan accounts, investment accounts and financial information from different sources to facilitate analyses of debt, assets, and financial positions; Providing online non-downloadable software for providing financial information, management and advisory services; online non-downloadable software for use in the field of personal finance for searching, viewing and comparing credit cards, checking accounts, savings accounts, investment accounts, mortgages, auto insurance, life insurance and health insurance; Providing online non-downloadable software for managing finances, tracking investments, portfolio analysis, portfolio management, investment reporting, investment performance measurement; Providing online non-downloadable software for creating, managing, tracking, and implementing budgets, savings, investment and retirement plans, and finance strategies; Providing online non-downloadable software for configuring and receiving alert messages regarding goals, account changes and transactions; Providing online non-downloadable software for monitoring, performing queries, modeling and forecasting financial data and creating reports; Providing online non-downloadable software for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (ETFs), and equities; Providing temporary use of online non-downloadable computer chatbot software for simulating conversations; Providing online non-downloadable software for enabling users to register for or attend online and in person conference events; computer services, namely, creating online virtual communities for registered users to participate in discussions and engage in social, business and community networking; Providing online non-downloadable software for managing a loyalty and awards program; Providing temporary use of online non-downloadable software featuring financial planning tools in the nature of an online, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions
Arranging, conducting and organization of seminars, workshops, trainings, classes, exhibitions, presentations and conferences in the field of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning; Education services, namely, providing online non-downloadable videos, audio and video recordings featuring instruction and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; Providing online non-downloadable content in the nature of video files, audio files, images, and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; Providing online non-downloadable blogs and non-downloadable electronic publications in the nature of magazines, newsletters, posts, and articles in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management and estate planning
Streaming of audio, visual and audiovisual material via a global computer network; telecommunications services, namely, electronic transmission, broadcasting, distribution of data, images, graphics, sound, video, messages, and documents by means of the Internet or wireless communication networks; computer services, namely, providing online facilities for real-time interaction with others computer users; video on-demand transmission services; Video conferencing services; telecommunications services, namely, providing an online searchable database in connection with video conferencing services; Telecommunications services, namely, providing electronic messages transmission, electronic message alerts via the Internet and e-mail notifications alerts via the Internet
On-line financial evaluation for insurance purposes and on-line financial planning services; Providing on-line information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, estate planning; Financial and investment services, namely, financial information, management and advisory services; Information, advisory, consultancy and financial research services using artificial intelligence (AI) relating to finance, money management and investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Providing information in the field of personal finance
Advertising, marketing and promotion services; Advertising, marketing and promotional services for the purpose of facilitating networking opportunities for business purposes; Business administration of consumer loyalty programs; Conducting employee incentive award programs to promote participation, engagement and completion of goals and tasks; providing a website featuring business information in the nature of online profiles of business, merchants and service providers; provision of an online marketplace for buyers and sellers of goods and services; providing a website featuring reviews and ratings posted by consumers about local service providers in the field(s) of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning for commercial purposes
Downloadable software for project management and collaboration between users in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning; downloadable software for uploading, integrating, collecting, accessing and managing bank account, credit card, loan accounts, investment accounts and financial information from different sources to facilitate analyses of debt, assets, and financial positions; downloadable software for providing financial information, management and advisory services; downloadable software for managing finances, tracking investments, portfolio analysis, portfolio management, investment reporting, investment performance measurement; downloadable software for creating, managing, tracking, and implementing budgets, savings, investment and retirement plans, and finance strategies; downloadable software for configuring and receiving alert messages regarding goals, account changes and transactions; downloadable software for monitoring, performing queries, modeling and forecasting financial data and creating reports; downloadable software for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (ETFs), and equities; downloadable software in the nature of a mobile application for brokering and trading investments, securities, stocks, bonds, capital investments, cryptocurrencies and equities; downloadable software in the nature of a mobile application for providing information in the field of finance, securities trading, investments; downloadable software for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable software for providing text, audio, audiovisual, videos, audio and video recordings featuring instruction and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; downloadable software in the field of personal finance for searching, viewing and comparing credit cards, checking accounts, savings accounts, investment accounts, mortgages, auto insurance, life insurance and health insurance; downloadable software featuring chatbot software for simulating conversations; downloadable software for enabling users to register for live video conference events; downloadable software for virtual communities to participate in discussions and engage in social, business and community networking; downloadable software for managing a loyalty and awards program
No 97397361
No Service Mark
No 11920
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 29th Nov 2023 | SUSPENSION LETTER WRITTEN |
| 29th Nov 2023 | LETTER OF SUSPENSION E-MAILED |
| 29th Nov 2023 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| 19th Sep 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 18th Sep 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 18th Sep 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 18th Apr 2023 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| 18th Apr 2023 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| 16th Mar 2023 | NON-FINAL ACTION WRITTEN |
| 16th Mar 2023 | NON-FINAL ACTION E-MAILED |
