USPTO serial 97975740
PERSONAL STRATEGY+
Reviewed by CopyMark Law Group
Status 819
- Filing date
- Status date
- Registration date
- —
- Examiner
- MOLINOFF, JEFFREY S.
- Law office
- PUBLICATION AND ISSUE 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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Current trademark owner
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Owner
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
GREENWOOD VILLAGE, CO, US
Other trademarks owned by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
Great-West Life & Annuity Insurance Company
GREENWOOD VILLAGE, CO, US
Other trademarks owned by Great-West Life & Annuity Insurance Company
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
GREENWOOD VILLAGE, CO, US
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.
Adam S. Weiss
Adam S. Weiss Polsinelli PCPO Box 140310Kansas City, MO 64114-0310United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; 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, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. financial administration of Retirement plans administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing economic information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance | ACTIVE | — |
| 042 | Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; 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 nondownloadable software and applications for 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 performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; 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; monitoring of computer systems for security purposes, namely, computer security services for protecting banking, broker, credit card, and other financial account data and information from unauthorized access; electronic monitoring of personally identifying information to detect identity theft via the Internet | 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 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
- Other trademarks owned by Great-West Life & Annuity Insurance Company
- Other trademarks owned by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named PERSONAL STRATEGY+
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 8, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 8, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 15, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 14, 2026 | IUAF | USE AMENDMENT FILED | — |
| Sep 14, 2026 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jun 30, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Jun 30, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 30, 2026 | 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. |
| Jun 30, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 30, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 30, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 30, 2026 | WOAG | WITHDRAWAL OF ATTORNEY GRANTED | — |
| Jun 30, 2026 | WOAR | TEAS WITHDRAWAL OF ATTORNEY RECEIVED | — |
| Mar 5, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 5, 2026 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Mar 4, 2026 | EXT5 | SOU EXTENSION 5 FILED | — |
| Mar 4, 2026 | 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. |
| Sep 15, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 15, 2025 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Sep 12, 2025 | 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. |
| Sep 11, 2025 | EXT4 | SOU EXTENSION 4 FILED | — |
| Jul 8, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 8, 2025 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Jul 8, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 12, 2025 | 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 11, 2025 | EXT3 | SOU EXTENSION 3 FILED | — |
| Sep 12, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 12, 2024 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Sep 12, 2024 | EXT2 | SOU EXTENSION 2 FILED | — |
| Sep 12, 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. |
| Mar 13, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 12, 2024 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 12, 2024 | EXT1 | SOU EXTENSION 1 FILED | — |
| Mar 12, 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. |
| Sep 12, 2023 | 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. |
| Jul 18, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 18, 2023 | 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. |
| Jun 28, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 14, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 14, 2023 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 14, 2023 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 14, 2023 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 14, 2023 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 22, 2023 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| May 19, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 7, 2023 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Apr 7, 2023 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Apr 7, 2023 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Apr 7, 2023 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Apr 7, 2023 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Apr 7, 2023 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Nov 25, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 7, 2022 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Oct 7, 2022 | 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. |
| Oct 7, 2022 | 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. |
| Jul 19, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 19, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 19, 2022 | 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 10, 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. |
| Feb 10, 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. |
| Feb 10, 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. |
| Feb 3, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 16, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 9, 2021 | NWAP | NEW APPLICATION ENTERED | — |