THE NEXT-GENERATION FINANCIAL ADVISOR - Trademark Details
Status: 710 - Cancelled - Section 8
Image for trademark with serial number 85426732
Serial Number
85426732
Registration Number
4294311
Word Mark
THE NEXT-GENERATION FINANCIAL ADVISOR
Status
710 - Cancelled - Section 8
Status Date
2019-09-27
Filing Date
2011-09-20
Registration Number
4294311
Registration Date
2013-02-26
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2012-09-04
Attorney Name
Law Office Assigned Location Code
M10
Employee Name
CASTRO, GIANCARLO
Statements
Amendment to a Registration/Renewal Certificate
In the statement, Lines 2-3 is deleted, and "1 Circle Star Way, Suite 189, San Carlos, CA 94070" is inserted.
Certificate of Correction for Registration
In the statement, line 1, "California" should be deleted, and "Delaware" should be inserted.
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"FINANCIAL ADVISOR"
Goods and Services
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; 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; 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; computer software and applications for trading securities; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; 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; 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; 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; 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; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; 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; 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; 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; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; 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; 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, including account and identity management, security measures, and electronic safeguards protecting online accounts
Goods and Services
Printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, 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
Goods and Services
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, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing 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; Providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
Goods and Services
Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, bank account management services, 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; Providing a wide variety of banking services, namely, online savings and checking accounts, ATM and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; Providing bill payment and processing services via computer and communication networks; Electronic processing and transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Retirement plan administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; 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, including global computer networks, mobile devices and online services
Goods and Services
Providing temporary use of online non-downloadable software and applications for use 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 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, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting services, namely, hosting software programs and applications 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, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
Goods and Services
Monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; Providing financial fraud and identity theft protection services
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
2 - Sec. 8 - Entire Registration
Class Status Date
2019-09-27
Primary Code
009
First Use Anywhere Date
2011-07-29
First Use In Commerce Date
2011-07-29
International Class
016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks. - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks.
US Class Codes
002, 005, 022, 023, 029, 037, 038, 050
Class Status Code
2 - Sec. 8 - Entire Registration
Class Status Date
2019-09-27
Primary Code
016
First Use Anywhere Date
2011-07-29
First Use In Commerce Date
2011-07-29
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
2 - Sec. 8 - Entire Registration
Class Status Date
2019-09-27
Primary Code
035
First Use Anywhere Date
2011-07-29
First Use In Commerce Date
2011-07-29
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
2 - Sec. 8 - Entire Registration
Class Status Date
2019-09-27
Primary Code
036
First Use Anywhere Date
2011-07-29
First Use In Commerce Date
2011-07-29
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
2 - Sec. 8 - Entire Registration
Class Status Date
2019-09-27
Primary Code
042
First Use Anywhere Date
2011-07-29
First Use In Commerce Date
2011-07-29
International Class
045 - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals. - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals.
US Class Codes
100, 101
Class Status Code
2 - Sec. 8 - Entire Registration
Class Status Date
2019-09-27
Primary Code
045
First Use Anywhere Date
2011-07-29
First Use In Commerce Date
2011-07-29
Correspondences
Name
JENNIFER L. COUTURE
Address
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Trademark Events
Event DateEvent Description
2011-09-23NEW APPLICATION ENTERED IN TRAM
2011-09-23NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2012-01-04ASSIGNED TO EXAMINER
2012-01-10NON-FINAL ACTION WRITTEN
2012-01-10NON-FINAL ACTION E-MAILED
2012-01-10NOTIFICATION OF NON-FINAL ACTION E-MAILED
2012-07-10TEAS RESPONSE TO OFFICE ACTION RECEIVED
2012-07-10CORRESPONDENCE RECEIVED IN LAW OFFICE
2012-07-10TEAS/EMAIL CORRESPONDENCE ENTERED
2012-07-10APPROVED FOR PUB - PRINCIPAL REGISTER
2012-07-25ASSIGNED TO LIE
2012-07-27LAW OFFICE PUBLICATION REVIEW COMPLETED
2012-08-15NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2012-09-04PUBLISHED FOR OPPOSITION
2012-09-04OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2012-09-26EXTENSION OF TIME TO OPPOSE RECEIVED
2013-01-18EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
2013-02-26REGISTERED-PRINCIPAL REGISTER
2014-04-17TEAS SECTION 7 REQUEST RECEIVED
2014-04-22CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2014-04-17SEC 7 REQUEST FILED
2014-04-22CERTIFICATE OF CORRECTION ISSUED
2016-01-16TEAS CHANGE OF OWNER ADDRESS RECEIVED
2016-01-16APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2016-04-13TEAS SECTION 7 REQUEST RECEIVED
2016-06-14CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2016-06-14AMENDMENT UNDER SECTION 7 - ISSUED
2018-02-26COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2018-07-17TEAS CHANGE OF CORRESPONDENCE RECEIVED
2019-09-27CANCELLED SEC. 8 (6-YR)