tm logo
SOCIALLY RESPONSIBLE PERSONAL STRATEGY
Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 05 Jan 2024

Last Applicant/ Owned by

Serial Number

98344093 filed on 05th Jan 2024

Registration Number

N/A

Correspondent Address

Rachel A. Rice

8525 E. Orchard Rd.2T3

Greenwood Village,CO

80111

UNITE STATES

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

SOCIALLY RESPONSIBLE PERSONAL STRATEGY

Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals by electronic means Providing web-based, autRead More

Classification Information


Class [036]
Insurance & Financial Services


Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website 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; inancial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; inancial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks; Investment advisory services; inancial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services; Investment management services; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; inancial services, namely, investment portfolio construction.


First Use Date in General

06th Feb 2018

First Use Date in Commerce

06th Feb 2018

Class [035]
Advertising, Business & Retail Services


Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals by electronic means


First Use Date in General

06th Feb 2018

First Use Date in Commerce

06th Feb 2018

Mark Details


Serial Number

No 98344093

Mark Type

No Service Mark

Attorney Docket Number

No 112010751335

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


Status DateAction Taken
23rd Apr 2024NEW APPLICATION OICE SUPPLIE ATA ENTERE
05th Jan 2024NEW APPLICATION ENTERE