Drawing for P

USPTO serial 88673893

P

Reviewed by CopyMark Law Group

Status 606
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

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 80111

Goods and services

ClassDescriptionStatusFirst use
009Downloadable 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 accountsACTIVE—
016Printed 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 planningACTIVE—
035Database 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 applicationsACTIVE—
036Providing 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 investorACTIVE—
042Providing 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 accountsACTIVE—

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.

Prosecution history

Latest event (MAB6): 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.

DateCodeEventWhat it means
Dec 2, 2024MAB6ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILEDThe 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, 2024ABN6ABANDONMENT - NO USE STATEMENT FILEDThe 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, 2024MAB6ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILEDThe 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, 2024ABN6ABANDONMENT - NO USE STATEMENT FILEDThe 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, 2024EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Apr 18, 2024EX5GSOU EXTENSION 5 GRANTED—
Apr 18, 2024EXT5SOU EXTENSION 5 FILED—
Apr 18, 2024EEXTSOU TEAS EXTENSION RECEIVEDThe 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, 2023EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Oct 19, 2023EX4GSOU EXTENSION 4 GRANTED—
Oct 19, 2023EXT4SOU EXTENSION 4 FILED—
Oct 19, 2023EEXTSOU TEAS EXTENSION RECEIVEDThe 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, 2023DOCKASSIGNED TO EXAMINER—
Apr 21, 2023EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Apr 19, 2023EX3GSOU EXTENSION 3 GRANTED—
Apr 19, 2023EXT3SOU EXTENSION 3 FILED—
Apr 19, 2023EEXTSOU TEAS EXTENSION RECEIVEDThe 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, 2023ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Oct 21, 2022EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Oct 19, 2022EX2GSOU EXTENSION 2 GRANTED—
Oct 19, 2022EXT2SOU EXTENSION 2 FILED—
Oct 19, 2022EEXTSOU TEAS EXTENSION RECEIVEDThe 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, 2022EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Apr 11, 2022EX1GSOU EXTENSION 1 GRANTED—
Apr 11, 2022EXT1SOU EXTENSION 1 FILED—
Apr 11, 2022EEXTSOU TEAS EXTENSION RECEIVEDThe 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, 2021NOAMNOA E-MAILED - SOU REQUIRED FROM APPLICANTA 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, 2021EXPTEXPARTE APPEAL TERMINATED—
Aug 25, 2021TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Aug 25, 2021ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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, 2021REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Aug 24, 2021NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Aug 24, 2021PUBOPUBLISHED FOR OPPOSITIONYour 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, 2021NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Jul 17, 2021CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Jun 17, 2021EXPIEX PARTE APPEAL-INSTITUTED—
Jun 17, 2021JURTJURISDICTION RESTORED TO EXAMINING ATTORNEY—
Jun 15, 2021EXAFEXPARTE APPEAL RECEIVED AT TTAB—
Jun 10, 2021NREVNOTICE OF REVIVAL - E-MAILED—
Jun 10, 2021TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Jun 10, 2021CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Jun 10, 2021ALIEASSIGNED TO LIE—
Jun 10, 2021PGRRPETITION GRANTED - RESPONSE RECEIVED—
Jun 7, 2021APETASSIGNED TO PETITION STAFF—
May 19, 2021EXAFEXPARTE APPEAL RECEIVED AT TTAB—
May 17, 2021TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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, 2021PROATEAS PETITION TO REVIVE RECEIVED—
May 11, 2021TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
May 11, 2021ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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, 2021REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Mar 15, 2021MAB2ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPONDThe 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, 2021MAB2ABANDONMENT NOTICE MAILED - FAILURE TO RESPONDThe 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, 2021ABN2ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSEThe 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, 2020GNFNNOTIFICATION OF FINAL REFUSAL EMAILED—
Aug 31, 2020GNFRFINAL REFUSAL E-MAILEDA 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, 2020CNFRFINAL REFUSAL WRITTENA 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, 2020TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Aug 7, 2020CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Aug 7, 2020TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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, 2020GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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, 2020GNRTNON-FINAL ACTION E-MAILEDA 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, 2020CNRTNON-FINAL ACTION WRITTENA 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, 2020DOCKASSIGNED TO EXAMINER—
Nov 5, 2019MDSCNOTICE OF DESIGN SEARCH CODE E-MAILED—
Nov 3, 2019NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Nov 2, 2019NWAPNEW APPLICATION ENTERED—

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