Drawing for LIVE OAK

USPTO serial 97425883

LIVE OAK

Reviewed by CopyMark Law Group

Status 661
Filing date
Status date
Registration date
—
Examiner
THOMAS-RIGGS, LESLIE A
Law office
TMO LAW OFFICE 125

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.

Devon E. White

Devon E. White Wyrick Robbins Yates & Ponton LLP4101 Lake Boone Trail, Suite 300Raleigh, NC 27607United States

Goods and services

ClassDescriptionStatusFirst use
009downloadable mobile applications for banking and financial management; downloadable computer software for assessing, analyzing, monitoring, processing, managing, planning, reporting and for the sharing of financial research and information for use in the fields of personal banking, private banking, commercial banking, finance, fund management, investment management, wealth management, risk management, portfolio management, and loan management; downloadable computer software, namely, an electronic financial platform that accommodates multiple types of payment and debt transactions on a mobile deviceACTIVE—
035Compilation of business data, namely, compiling indexes of business information all relating to business, business performance and sustainability, business and market trends, market performance and sustainability, banking, finance, and entrepreneurship; Electronic collection of data for business purposes in the field of business, business performance and sustainability, business and market trends, market performance and sustainability, banking, finance, and entrepreneurship; Providing business information via an online database; Provision of business data, namely, the collection, transcription, compilation and systemization of data; Providing by electronic means information relating to business, business performance and sustainability, business and market trends, market performance and sustainability, and business entrepreneurship; Systemization of data relating to business, business performance and sustainability, business and market trends, market performance and sustainability, banking, finance, and entrepreneurship; Provision of market studies; Business services, namely, business research services related to industry financial information and business and market performance and sustainability; Business marketing consulting services, namely, market overview and attractiveness studies, customer research and analysis, survey creation, execution and analysis, concept testing, bench-marking/best practices studies, competitor studies, industry research; Business management services, namely, providing operational reviews for the loan and mortgage industry; Providing information in the field of economics; Provision of business consultancy information and services; Providing an internet website portal featuring information in the field of business, business performance and sustainability, business and market trends, market performance and sustainability, and business entrepreneurship; Promotional advertising of products and services of third parties through sponsoring arrangements and license agreements for events, performances, and productions relating to dance, theater, music, performing arts, arts, culture, and comedyACTIVE—
036Financing loans for businesses; Banking services; Brokerage of shares and other securities; Trustee services; Investment management services; Capital investment services; Trustee and investment management services for funeral homes and cemeteries; Wealth management services; Financial advisory and consultancy services, namely, consulting for financial planners, financial advisors and financial asset managers; Financial research and information services; Financial information services provided by electronic means, namely, via a web site and mobile application; Financial information services, namely, providing information relating to business, business performance and sustainability, business and market trends, market performance and sustainability, banking, finance, and entrepreneurship; Providing financial Information relating to financial investment advisory, security brokerage services, financial evaluations, banking, insurance, investment services, banking conduct relating to economic outlook, economic position and credit outlook as related to small business, and financial market conduct, relating to economic outlook, economic position and credit outlook as related to small business, and banking performance and sustainability, business performance and sustainability, and market performance and sustainability, including the provision of such services online from a computer database or the internet; Financial information services relating to the financial performance, financial liquidity and financial reporting of banks and businesses and the grading of such banks and businesses according to such data, including the provision of such services online from a computer database or the internet; Providing information in the field of financial planning, investment management and wealth management to financial planners, financial advisors and financial asset managers to assist those individuals in making financial and investment decisions; Investment advice and brokerage services in the field of securities and annuities; Financial and investment services, namely, asset and investment acquisition and development, consultation and advisory services; Investment management and advisory services, all provided to financial planners, financial advisors and financial asset managers; Financial services, namely, wealth management services provided to financial planners, financial advisors and financial asset managers to assist those individuals in making financial decisions; Lease financing for commercial equipment, namely, providing lease financing for office machine equipment, office furniture, IT equipment, computer software; Equipment financing services; Equipment financing services, namely, industry equipment for use in the brewery, distillery, farming, and solar industries; Insurance information services; Insurance information services for small businesses; Providing insurance agent referrals; Financial sponsorship of events, performances, and productions relating to dance, theater, music, performing arts, arts, culture, and comedy; Financial sponsorship of a pavilion used for concerts, conventions, exhibitions, and other entertainment events; Financial sponsorship of performing arts venues and eventsACTIVE—
038Providing virtual facilities and message boards for real-time interaction among computer users on the topics of banking, finance, and financial loans, transactions, information and analysis, business, business development and on topics of general interest; Providing on-line access to electronic web-based audio and video chat and shared web browsing for the purpose of providing channels of real-time communications between computer users; Providing electronic message alerts, mobile application notifications, and text messages via the internet notifying individuals of any activity and changes regarding consumer financial transactions; Telecommunications services, namely, providing email notifications and alerts, text notifications and alerts, and phone call notifications; Receiving and delivery of messages, documents and other data by electronic transmission; Receiving and delivery of messages, documents and other data via the Internet; Provision of electronic communication links, namely, providing on-line communications links which transfer the web site user to other local and global web pages, telecommunications routing and junction services; Providing on-line access to electronic financial services, namely, provision of access to electronic sites for financial services, providing access to financial services websites on the Internet, providing access to the Internet for the purpose of providing and receiving electronic financial services, providing access to financial databases, providing access to local area computer networks for electronic financial servicesACTIVE—
041Providing online non-downloadable publications in the nature of articles, blogs, reports, and studies in the field of business, business performance and sustainability, business and market trends, market performance and sustainability, banking, finance, and entrepreneurship; Entertainment services, namely, providing a web site featuring audio and video events in the nature of audio and video presentations featuring speakers and information in the field of business, business performance and sustainability, business and market trends, market performance and sustainability, banking, finance, and entrepreneurship; Providing educational services in the nature of conducting programs in the field of business, business performance and sustainability, business and market trends, market performance and sustainability, banking, finance, and entrepreneurship; Providing entertainment services in the nature of web based non-downloadable educational speaker videos, conferences, seminars, and continuing programs in the field of business, business performance and sustainability, business and market trends, market performance and sustainability, banking, finance, and entrepreneurship; Education services in the nature of seminars and courses of instruction in the field of business, business management, marketing and finance to owners of businesses and professional practices; Providing pavilions for entertainment services, namely, lectures, concerts, theater productions, dance performances, public speaking events, and visual, literary and performing arts presentations; providing pavilions for performing arts events; Providing entertainment venues for performing arts, lectures, concerts, and theater productions, dance performances, public speaking events, and visual, literary and performing arts presentations; Provision of performing arts theater facilities; providing facilities for entertainment events, namely, music concerts and comedy shows; providing a pavilion, namely, providing facilities for concerts, educational conventions, educational, cultural, sporting, or entertainment exhibitions, and other social entertainment eventsACTIVE—
042Application service provider featuring application programming interface (API) software for allowing data retrieval, upload, access and management in the field of finance; Application service provider featuring software for facilitating financial transactions, retrieving, uploading, accessing, and managing financial information data, and transmitting, quantifying, and accessing financial analysis; Application service provider featuring application programming interface (API) software for allowing online payments, loan and credit management, personal financial management, financial analysis, and for providing customer service; Providing a website featuring non-downloadable software for originating and continuous real-time monitoring of commercial loan transactions accessible via electronic and wireless devices; Providing temporary use of online non-downloadable software for web-based audio and video chat and shared web browsing for the purpose of providing channels of real-time communications between computer users; Providing on-line, non-downloadable, interactive software for managing investments for use in the financial field by investment advisors; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, recording and tracking financial transactions, configuring and receiving alert messages regarding account balances and transactions, managing and facilitating financial transactions, accessing personal financial information, bill payment and electronic payment applications, database management, facilitating financial transactions, managing investments in the field of personal finance, investments and accounting, for use in accessing bank and deposit accounts, for use in accessing credit card accounts, for accessing personal financial information in the fields of financial planning and management, for accessing personal financial information regarding investments, for accessing personal financial information regarding retirement planning and related applications, and for accessing personal financial information regarding tax planning and tax-related applications; 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, bill payment, financial planning, retirement planning, investments, and tax planning, all via computer and communication networks; Providing on-line access to electronic financial services, namely, providing a web site featuring technology enabling consumers to access electronic financial services, providing a members-only website featuring technology which provides members with the ability to access multiple databases and financial services for the purpose of conducting financial services transactions, providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of financial transactionsACTIVE—
043Providing a pavilion, namely, providing general purpose pavilion facilities for concerts, conventions, exhibitions, and other entertainment eventsACTIVE—

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

DateCodeEventWhat it means
Nov 1, 2026TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Nov 1, 2026CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Oct 29, 2026ERSITEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED—
May 12, 2026RCSCREPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED—
Oct 28, 2025RCSCREPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED—
Apr 24, 2025RCSCREPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED—
Oct 23, 2024GNS3NOTIFICATION OF LETTER OF SUSPENSION E-MAILED—
Oct 23, 2024GNSLLETTER OF SUSPENSION E-MAILED—
Oct 23, 2024CNSLSUSPENSION LETTER WRITTEN—
Oct 7, 2024TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Oct 7, 2024CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Oct 7, 2024ALIEASSIGNED TO LIE—
Feb 9, 2024RCSCREPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED—
Nov 16, 2023ERSITEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED—
Jul 29, 2023RCSCREPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED—
Jan 12, 2023GNS3NOTIFICATION OF LETTER OF SUSPENSION E-MAILED—
Jan 12, 2023GNSLLETTER OF SUSPENSION E-MAILED—
Jan 12, 2023CNSLSUSPENSION LETTER WRITTEN—
Dec 15, 2022TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Dec 15, 2022CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Dec 15, 2022TROATEAS 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.
Sep 15, 2022GNRNNOTIFICATION 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.
Sep 15, 2022GNRTNON-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.
Sep 15, 2022CNRTNON-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.
Aug 10, 2022DOCKASSIGNED TO EXAMINER—
Jun 1, 2022TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Jun 1, 2022ARAAATTORNEY/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.
Jun 1, 2022REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
May 31, 2022NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
May 27, 2022NWAPNEW APPLICATION ENTERED—

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