USPTO serial 90758431
INVESTING ON AUTOPILOT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- BULLOFF, TOBY ELLEN
- Law office
- TMO LAW OFFICE 119 - EXAMINING ATTORNEY ASSIGNED
What this means
These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances. If abandonment was unintentional, consult counsel about a petition to revive. Otherwise file a new application if protection is still needed.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Daniel C. Neustadt
DANIEL C. NEUSTADT HOLLAND & KNIGHT LLP800 17TH STREET NW, SUITE 1100WASHINGTON, DC 20006UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Mobile application software for use in accessing and managing financial investments; Mobile application software for wealth management, financial planning, investment counseling and advisory services; Mobile application software for advisory services in the field of credit and debit control, investment, grants and financing of loans; Mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; Mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; Mobile application software automated investment management; Mobile application software for financial consultation in the field of cryptocurrency; Mobile application software for financial asset management, namely, maintaining possession and records of financial assets of others, investment and management of portfolios of transferable securities and investment funds; Mobile application software for financial lending and financing services, capital investment services, brokerage services, namely, discount brokerage services, on-line brokerage services, day trading services, and online trading, online trading of securities, namely, managing orders and monitoring account balances, securities market research services, namely, constructing model portfolios of securities, account management services, namely, automated fee processing, statement production, and investment management; Mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading, providing stock and securities market information, providing online access to trading software, securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services, providing business news and commentary in the field of blockchain technology and cryptocurrency, and online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; Mobile application software for financial trust and estate services, namely, trust company services, estate planning, estate management; Mobile application software for mortgage services and providing mortgage information; Mobile application software, for insurance services and providing insurance information; Mobile application software for management of tax registered plans; Mobile application software for securities brokerage account services and margin loan services; Mobile application software for tax and taxation planning, advice, information and consultancy; services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing | ACTIVE | — |
| 035 | Tax and taxation planning, advice, information and consultancy services; Tax preparation services; Tax filing services; Preparing income tax reports; Tax auditing services | ACTIVE | — |
| 036 | Financial and investment services, namely, financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; Technology licensing, namely, licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments; Providing on-line news in the field of finance; Money transfer; Electronic transfer of funds; Electronic payment services; Money wiring services; Money exchange services; Wealth management; Investment and management of portfolios of transferable securities and investment funds; Automated investment management; Financial planning, investment counseling and advisory services; Advisory services in the field of credit and debit control, investment, grants and financing of loans; Financial consultation in the field of cryptocurrency; Financial asset management, namely, maintaining possession and records of financial assets of others; Financial lending and financing services; Capital investment services; Financial services, namely, provision of a cryptocurrency blockchain for digital currency exchange and trading services; Brokerage services, namely, discount brokerage services, on-line brokerage services, day trading services, and online trading; Online trading of securities, namely, managing orders and monitoring account balances; Securities market research services, namely, constructing model portfolios of securities; Account management services, namely, automated fee processing, statement production, and investment management; Financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; Providing stock and securities market information; Providing online access to trading software, securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services; Providing business news and commentary in the field of blockchain technology and cryptocurrency; Online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; Financial trust and estate services, namely, trust company services, estate planning, estate management; Mortgage services and providing mortgage information; Insurance services and providing insurance information; Management of tax registered plans; Securities brokerage account services and margin loan services; Providing online access to software to simulate securities market activity in order to permit user to practice the skills of trading securities; Payroll tax debiting; Tax payment processing services | 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 Wealthsimple Technologies Inc.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named INVESTING ON AUTOPILOT
- Prosecution event MAB2 explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 11, 2022 | 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. |
| Aug 11, 2022 | 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. |
| Aug 11, 2022 | 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. |
| Jan 27, 2022 | 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 27, 2022 | 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 27, 2022 | 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. |
| Jan 26, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 27, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 10, 2021 | NWAP | NEW APPLICATION ENTERED | — |