USPTO serial 85572218
YODLEE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 21, 2014
- Examiner
- ULRICH, NANCY G
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Raleigh, NC
Redwood City, CA
Redwood City, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Martin R Greenstein
Martin R Greenstein TechMark a Law Corporation4820 Harwood Road, Suite 110San Jose, CA 95124-5273United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | [ Computer software for aggregation of banking, financial, investment and personal records and information; computer software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; Computer software for conducting and accepting online financial and e-commerce transactions; computer program development tools for the creation, development, distribution and control of computer software in the field of financial management and online financial and e-commerce transactions; computer software for the creation and operation of an e-commerce business and for the operation of an online retail store site for the purchase and download of computer software applications ] | SECTION 7(e) - CANCELLED | Nov 20, 2002 |
| 035 | [ Online retail store services for the purchase and download of computer software applications in the field of financial management and online financial and e-commerce transactions; ] providing billing alerts | ACTIVE | Nov 9, 2005 |
| 036 | Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; Financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, [ insurance policies ] and loans all over electronic communications networks; providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, [ insurance ] and loans by means of electronic communications networks; providing online personal banking services; providing online financial management services for personal, household and business applications; Providing online electronic funds transfer, debit card and bill payment services; Providing electronic and web-based processing and subsequent transmission of funds transfers, bill payments and electronic payment data; electronic payment services, namely, electronic processing and subsequent transmission of bill payment data; financial transaction services, namely, providing secure commercial transactions and electronic payment options; providing electronic processing of electronic payments and transfers via a global computer network; electronic debit transactions | ACTIVE | Feb 1, 2000 |
| 042 | Computer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial management and online payments; developing and hosting a server on a computer network for the purpose of facilitating e-commerce via such a server featuring computer software applications; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Technical assistance in the field of computer systems, networks and software all of which are provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Customer technical support services, namely, consulting and customization services for custom integration and customization of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; * software as a services (SaaS) services featuring computer software for aggregation of banking, financial, investment and personal records and information; application service provider featuring application programming interface (API) software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; providing temporary use of on-line non-downloadable computer program development tools for the creation, development, distribution and control of computer software in the field of financial management and online financial and e-commerce transactions; application service provider featuring application programming interface (API) software for the creation and operation of an e-commerce business and for the operation of an online retail store site for the purchase and download of computer software applications * | ACTIVE | Feb 1, 2000 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Yodlee, Inc.
- Other trademarks owned by Yodlee, Inc.
- Other trademarks owned by Yodlee, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named YODLEE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Aug 20, 2024 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Aug 20, 2024 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Aug 20, 2024 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Aug 20, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 4, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Oct 21, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Dec 20, 2022 | NURC | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED | — |
| Nov 15, 2022 | NCP7 | NOTICE OF PARTIAL CANCELLATION SEC. 7 SURRENDER EMAILED | — |
| Nov 12, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Nov 12, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Nov 12, 2022 | C7P. | CANCELLED SEC. 7 - PARTIAL | — |
| Nov 12, 2022 | A7OK | AMENDMENT UNDER SECTION 7 - PROCESSED | — |
| Mar 29, 2022 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Mar 28, 2022 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Sep 29, 2021 | PR23 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 | — |
| Feb 2, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 21, 2020 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 21, 2019 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Apr 5, 2017 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 5, 2017 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 22, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 22, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 21, 2014 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Aug 5, 2014 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 5, 2014 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jul 16, 2014 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 27, 2014 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jun 26, 2014 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 26, 2014 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 26, 2014 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 26, 2014 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 26, 2014 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 12, 2014 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Feb 12, 2014 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Feb 12, 2014 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jan 22, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 21, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 21, 2014 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 21, 2014 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 13, 2013 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 13, 2013 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 13, 2013 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 23, 2013 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 22, 2013 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 22, 2013 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 20, 2013 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 20, 2013 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 20, 2013 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 28, 2012 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 28, 2012 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 19, 2012 | ALIE | ASSIGNED TO LIE | — |
| Dec 13, 2012 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 13, 2012 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 13, 2012 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 13, 2012 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 13, 2012 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 6, 2012 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 26, 2012 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 20, 2012 | NWAP | NEW APPLICATION ENTERED | — |