USPTO serial 88673893
P
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- BERTRAND, JOSEPH A
- Law office
- INTENT TO USE SECTION
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Redwood City, CA
Redwood City, CA
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
GREENWOOD VILLAGE, CO
Other trademarks owned by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
RACHEL A. RICE
8525 E. ORCHARD RD.2T3GREENWOOD VILLAGE, CO 80111Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and applications for trading securities; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, namely, account and identity management, and implementing security measures and electronic safeguards for protecting online accounts | ACTIVE | — |
| 016 | Printed materials, namely, accounting and financial forms, bank checks, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning | ACTIVE | — |
| 035 | Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications | ACTIVE | — |
| 036 | Providing web-based, automated and customized personal financial management services, namely, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a web site featuring financial information used to track consumer financial accounts and balances, track spending and personal budgets, and to retrieve and display data from third party financial and investment web sites on one consolidated view; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking account services, ATM banking and debit card transaction processing, and bank transaction monitoring, bill payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Providing online banking service; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Retirement plan financial administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; financial management services related to the management of customized collections of individual securities portfolios comprising stocks, exchange traded funds and securities, namely, financial portfolio management and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor | ACTIVE | — |
| 042 | Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investment, and retirement planning which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in tax planning; Providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Providing temporary use of non-downloadable computer software for transaction order entry, directing and order confirmation to consumers all in the field of investing; monitoring of computer systems for security purposes, namely, monitoring computer systems for detecting unauthorized access or data breach in relation to bank, broker, credit card and other financial accounts; electronic monitoring of personally identifying information to detect identity theft via the internet in relation to bank, broker, credit card and other financial accounts | ACTIVE | — |
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 Personal Capital Corporation
- Other trademarks owned by Personal Capital Corporation
- Other trademarks owned by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
- Other trademarks in Class 009
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named P
- Prosecution event MAB6 explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 2, 2024 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Dec 2, 2024 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Dec 2, 2024 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Dec 2, 2024 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Apr 19, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 18, 2024 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Apr 18, 2024 | EXT5 | SOU EXTENSION 5 FILED | — |
| Apr 18, 2024 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Oct 21, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 19, 2023 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Oct 19, 2023 | EXT4 | SOU EXTENSION 4 FILED | — |
| Oct 19, 2023 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jun 29, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 21, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 19, 2023 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Apr 19, 2023 | EXT3 | SOU EXTENSION 3 FILED | — |
| Apr 19, 2023 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Mar 8, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 21, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 19, 2022 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Oct 19, 2022 | EXT2 | SOU EXTENSION 2 FILED | — |
| Oct 19, 2022 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Apr 13, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 11, 2022 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 11, 2022 | EXT1 | SOU EXTENSION 1 FILED | — |
| Apr 11, 2022 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Oct 19, 2021 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Aug 26, 2021 | EXPT | EXPARTE APPEAL TERMINATED | — |
| Aug 25, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 25, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Aug 25, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 24, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 24, 2021 | 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. |
| Aug 4, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 17, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 17, 2021 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Jun 17, 2021 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Jun 15, 2021 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Jun 10, 2021 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Jun 10, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 10, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 10, 2021 | ALIE | ASSIGNED TO LIE | — |
| Jun 10, 2021 | PGRR | PETITION GRANTED - RESPONSE RECEIVED | — |
| Jun 7, 2021 | APET | ASSIGNED TO PETITION STAFF | — |
| May 19, 2021 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| May 17, 2021 | 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. |
| May 17, 2021 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| May 11, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 11, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| May 11, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 15, 2021 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Mar 15, 2021 | MAB2 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Mar 15, 2021 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Aug 31, 2020 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Aug 31, 2020 | 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. |
| Aug 31, 2020 | 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. |
| Aug 7, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 7, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 7, 2020 | 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. |
| Feb 7, 2020 | 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. |
| Feb 7, 2020 | 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. |
| Feb 7, 2020 | 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. |
| Feb 4, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 5, 2019 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Nov 3, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 2, 2019 | NWAP | NEW APPLICATION ENTERED | — |