GS0361: Banking services; financial services, namely, wealth management services, investment and portfolio management services, investment counseling and advisory services, online and automated investment counselling and advisory services; financial services, namely, financial factoring agencies, credit card factoring and factoring agency services; financial planning and advisory services; online and automated financial planning and advisory services; private banking services and private financial asset management; financial and investment account management services, namely, online and automated fee processing, statement production, investment management and brokerage, securities trade execution and debt settlement services; investment services, namely, mutual fund, exchange traded funds and equities investment and brokerage services; online and automated mutual fund, securities exchange traded funds and equities investment and brokerage services; financial services, namely, credit card, debit card and electronic check transaction processing services; issuing stored value cards; investment consultation, investment brokerage and investment management services; financial investment services in the fields of securities, mutual funds, certificates of deposit, and portfolio management; insurance agencies, insurance consultation and insurance administration services in the fields of accident, flood, fire, automobile, life, health, home, renters, long-term care, in home business, watercraft, umbrella, liability, property, identity theft and employer insurance; financial evaluation for insurance purposes; administration of employee benefits plans concerning insurance and finance; accounts payable debiting services; mortgage banking services, mortgage lending services, mortgage brokerage services; commercial lending services; consumer lending services; issuing letters of credit; foreign exchange services, namely, foreign exchange transactions, foreign exchange information services and providing for the exchange of foreign currency; financial consultation for educational financial assistance and student loan services; treasury financial management services; trust management accounts services; cash management services; online banking services; online business banking services; bill payment services; electronic payment, namely, electronic processing and subsequent transmission of ACH payment data, electronic check payment data, electronic payments, and invoice, bill, tax, and distribution payment data; tax payment processing services; payment processing services in the field of debit card payments, credit card payments, electronic wallet payments, contactless credit and debit card payments, electronic funds transfer, ACH payments; electronic payment services involving electronic processing and subsequent transmission of bill payment data; electronic commerce payment services, namely, establishing funded accounts used to purchase goods and services via the internet; providing financial information in the field of banking, credit card and debit card services, credit card, debit card and electronic check transaction processing services, financial management, investment brokerage, investment management, financial investment in the field of securities, mutual funds, certificates of deposit, financial portfolio management, insurance, accounts payable debiting services, mortgage banking, mortgage lending, mortgage brokerage, commercial lending, consumer lending, issuing letters of credit, foreign exchange services, financial treasury management services, trust management accounts services, cash management services, online banking, bill payment services, and tax payment processing services; consultation in the field of banking, credit card and debit card services, credit card, debit card and electronic check transaction processing services, financial management, investment brokerage, investment management, financial portfolio management, insurance, accounts payable debiting services, mortgage banking, mortgage lending, mortgage brokerage, commercial lending, consumer lending, issuing letters of credit, foreign exchange services, financial treasury management services, trust management accounts services, cash management services, online banking, bill payment services, and tax payment processing services; financial consultation regarding securities, mutual funds, and certificates of deposit
GS0421: Computer and technology services, namely, providing a website featuring technology that enables users to access and manage banking and financial accounts and services
Case File Event Statements
4/9/2020 - 4 years ago
1 - NEW APPLICATION ENTEREDType:NWAP
4/14/2020 - 4 years ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS
6/24/2020 - 4 years ago
3 - ASSIGNED TO EXAMINERType:DOCK
6/24/2020 - 4 years ago
4 - NON-FINAL ACTION WRITTENType:CNRT
6/24/2020 - 4 years ago
6 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
6/24/2020 - 4 years ago
5 - NON-FINAL ACTION E-MAILEDType:GNRT
11/24/2020 - 4 years ago
7 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA
11/24/2020 - 4 years ago
8 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA
11/25/2020 - 4 years ago
9 - TEAS/EMAIL CORRESPONDENCE ENTEREDType:TEME
12/15/2020 - 4 years ago
10 - EXAMINERS AMENDMENT -WRITTENType:CNEA
12/15/2020 - 4 years ago
12 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILEDType:GNEN
12/15/2020 - 4 years ago
11 - EXAMINERS AMENDMENT E-MAILEDType:GNEA
12/15/2020 - 4 years ago
13 - EXAMINER'S AMENDMENT ENTEREDType:XAEC
12/15/2020 - 4 years ago
14 - APPROVED FOR PUB - PRINCIPAL REGISTERType:CNSA
12/30/2020 - 4 years ago
15 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILEDType:NONP
1/19/2021 - 4 years ago
16 - PUBLISHED FOR OPPOSITIONType:PUBO
1/19/2021 - 4 years ago
17 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILEDType:NPUB
3/16/2021 - 3 years ago
18 - NOA E-MAILED - SOU REQUIRED FROM APPLICANTType:NOAM
8/20/2021 - 3 years ago
19 - SOU TEAS EXTENSION RECEIVEDType:EEXT
8/20/2021 - 3 years ago
20 - SOU EXTENSION 1 FILEDType:EXT1
8/20/2021 - 3 years ago
21 - SOU EXTENSION 1 GRANTEDType:EX1G
8/24/2021 - 3 years ago
22 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
3/14/2022 - 2 years ago
23 - SOU TEAS EXTENSION RECEIVEDType:EEXT
3/14/2022 - 2 years ago
24 - SOU EXTENSION 2 FILEDType:EXT2
8/22/2022 - 2 years ago
27 - TEAS STATEMENT OF USE RECEIVEDType:EISU
3/14/2022 - 2 years ago
25 - SOU EXTENSION 2 GRANTEDType:EX2G
3/16/2022 - 2 years ago
26 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
4/21/2022 - 2 years ago
31 - DIVISIONAL REQUEST RECEIVEDType:DRRR
8/22/2022 - 2 years ago
28 - SOU TEAS EXTENSION RECEIVEDType:EEXT
8/22/2022 - 2 years ago
29 - TEAS REQUEST TO DIVIDE RECEIVEDType:ERTD
8/22/2022 - 2 years ago
33 - SOU EXTENSION 3 FILEDType:EXT3
8/22/2022 - 2 years ago
34 - SOU EXTENSION 3 GRANTEDType:EX3G
8/22/2022 - 2 years ago
35 - USE AMENDMENT FILEDType:IUAF
9/12/2022 - 2 years ago
30 - CASE ASSIGNED TO INTENT TO USE PARALEGALType:AITU
9/14/2022 - 2 years ago
32 - DIVISIONAL PROCESSING COMPLETEType:DPCC
9/14/2022 - 2 years ago
36 - STATEMENT OF USE PROCESSING COMPLETEType:SUPC
9/15/2022 - 2 years ago
37 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
9/17/2022 - 2 years ago
39 - NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILEDType:SUNA
9/16/2022 - 2 years ago
38 - ALLOWED PRINCIPAL REGISTER - SOU ACCEPTEDType:CNPR
10/25/2022 - 2 years ago
40 - REGISTERED-PRINCIPAL REGISTERType:R.PR
10/25/2022 - 2 years ago
41 - NOTICE OF REGISTRATION CONFIRMATION EMAILEDType:NRCC