TREA

90731662 - P

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Information

  • Trademark
  • 90731662
  • Serial Number
    90731662
  • Registration Number
    7360885
  • Filing Date
    May 24, 2021
    4 years ago
  • Registration Date
    April 16, 2024
    a year ago
  • Transaction Date
    April 16, 2024
    a year ago
  • Status Date
    April 16, 2024
    a year ago
  • Published for Opposition Date
    November 22, 2022
    3 years ago
  • Location Date
    March 11, 2024
    a year ago
  • First Use Anywhere Date
    August 18, 2020
    5 years ago
  • First Use In Commerce Date
    August 18, 2020
    5 years ago
Information
Mark Drawing Code
3
Mark Identification
P
Case File Statements
  • AF0092: The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014
  • AF0091: The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014
  • DM0000: The mark consists of wavy lines next to the letter "P" in white on a blue background.
  • AF0421: The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014
  • GS0091: Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers 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 retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; downloadable computer 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; downloadable computer 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; downloadable computer 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; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to obtain price information, balance information and other data about funds and accounts; downloadable computer 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; downloadable computer 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; downloadable computer 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; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities
  • AF0422: The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014
  • AF0351: The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014
  • AF0362: The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014
  • AF0352: The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014
  • GS0361: 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, 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; 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
  • CC0000: The color(s) white and blue is/are claimed as a feature of the mark.
  • GS0351: Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features
  • AF0361: The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014
  • GS0421: 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 non-downloadable 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; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet
Case File Event Statements
  • 5/27/2021 - 4 years ago
    1 - NEW APPLICATION ENTERED Type: NWAP
  • 8/19/2021 - 4 years ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 8/20/2021 - 4 years ago
    3 - NOTICE OF DESIGN SEARCH CODE E-MAILED Type: MDSC
  • 8/25/2021 - 4 years ago
    4 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Type: REAP
  • 8/25/2021 - 4 years ago
    5 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Type: ARAA
  • 8/25/2021 - 4 years ago
    6 - TEAS CHANGE OF CORRESPONDENCE RECEIVED Type: TCCA
  • 2/3/2022 - 3 years ago
    7 - ASSIGNED TO EXAMINER Type: DOCK
  • 2/9/2022 - 3 years ago
    8 - NON-FINAL ACTION WRITTEN Type: CNRT
  • 2/9/2022 - 3 years ago
    9 - NON-FINAL ACTION E-MAILED Type: GNRT
  • 2/9/2022 - 3 years ago
    10 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN
  • 5/31/2022 - 3 years ago
    11 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA
  • 5/31/2022 - 3 years ago
    12 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 5/31/2022 - 3 years ago
    13 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 6/7/2022 - 3 years ago
    14 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA
  • 6/7/2022 - 3 years ago
    15 - EXAMINERS AMENDMENT E-MAILED Type: GNEA
  • 6/7/2022 - 3 years ago
    16 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN
  • 6/7/2022 - 3 years ago
    17 - EXAMINER'S AMENDMENT ENTERED Type: XAEC
  • 6/7/2022 - 3 years ago
    18 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 6/21/2022 - 3 years ago
    19 - WITHDRAWN FROM PUB - OG REVIEW QUERY Type: PBCR
  • 7/8/2022 - 3 years ago
    20 - PREVIOUS ALLOWANCE COUNT WITHDRAWN Type: ZZZX
  • 7/8/2022 - 3 years ago
    21 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA
  • 7/8/2022 - 3 years ago
    22 - EXAMINERS AMENDMENT E-MAILED Type: GNEA
  • 7/8/2022 - 3 years ago
    23 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN
  • 7/8/2022 - 3 years ago
    24 - EXAMINER'S AMENDMENT ENTERED Type: XAEC
  • 7/8/2022 - 3 years ago
    25 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 7/26/2022 - 3 years ago
    26 - WITHDRAWN FROM PUB - OG REVIEW QUERY Type: PBCR
  • 8/1/2022 - 3 years ago
    27 - PREVIOUS ALLOWANCE COUNT WITHDRAWN Type: ZZZX
  • 10/4/2022 - 3 years ago
    28 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA
  • 10/4/2022 - 3 years ago
    29 - EXAMINERS AMENDMENT E-MAILED Type: GNEA
  • 10/4/2022 - 3 years ago
    30 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN
  • 10/4/2022 - 3 years ago
    31 - EXAMINER'S AMENDMENT ENTERED Type: XAEC
  • 10/4/2022 - 3 years ago
    32 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 10/11/2022 - 3 years ago
    33 - ASSIGNED TO LIE Type: ALIE
  • 10/17/2022 - 3 years ago
    34 - LAW OFFICE PUBLICATION REVIEW COMPLETED Type: PREV
  • 11/2/2022 - 3 years ago
    35 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP
  • 11/22/2022 - 3 years ago
    36 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 11/22/2022 - 3 years ago
    37 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB
  • 11/25/2022 - 3 years ago
    38 - AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Type: ASGN
  • 1/17/2023 - 2 years ago
    39 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM
  • 2/15/2023 - 2 years ago
    40 - TEAS STATEMENT OF USE RECEIVED Type: EISU
  • 2/15/2023 - 2 years ago
    42 - USE AMENDMENT FILED Type: IUAF
  • 3/4/2023 - 2 years ago
    41 - CASE ASSIGNED TO INTENT TO USE PARALEGAL Type: AITU
  • 4/21/2023 - 2 years ago
    43 - STATEMENT OF USE PROCESSING COMPLETE Type: SUPC
  • 4/24/2023 - 2 years ago
    44 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 5/15/2023 - 2 years ago
    46 - SU - NON-FINAL ACTION - WRITTEN Type: CNRT
  • 4/24/2023 - 2 years ago
    45 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 5/15/2023 - 2 years ago
    47 - NON-FINAL ACTION E-MAILED Type: GNRT
  • 5/15/2023 - 2 years ago
    48 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN
  • 8/15/2023 - 2 years ago
    49 - APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED Type: XELR
  • 8/15/2023 - 2 years ago
    50 - APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED Type: XELG
  • 11/15/2023 - 2 years ago
    51 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA
  • 11/15/2023 - 2 years ago
    52 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 11/16/2023 - 2 years ago
    53 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 12/8/2023 - 2 years ago
    54 - SU - FINAL REFUSAL - WRITTEN Type: CNFR
  • 12/8/2023 - 2 years ago
    55 - FINAL REFUSAL E-MAILED Type: GNFR
  • 12/8/2023 - 2 years ago
    56 - NOTIFICATION OF FINAL REFUSAL EMAILED Type: GNFN
  • 3/5/2024 - a year ago
    58 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 3/5/2024 - a year ago
    59 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 3/5/2024 - a year ago
    57 - TEAS REQUEST FOR RECONSIDERATION RECEIVED Type: ERFR
  • 3/11/2024 - a year ago
    60 - ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Type: CNPR
  • 3/12/2024 - a year ago
    61 - NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Type: SUNA
  • 4/16/2024 - a year ago
    62 - REGISTERED-PRINCIPAL REGISTER Type: R.PR
  • 4/16/2024 - a year ago
    63 - NOTICE OF REGISTRATION CONFIRMATION EMAILED Type: NRCC