GS0091: Downloadable reports featuring financial information; Downloadable reports featuring individual financial savings behaviors and actions taken by individuals in preparation for retirement; 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
GS0161: Printed reports featuring financial information; Printed reports featuring individual financial savings behaviors, and actions taken by individuals in preparation for retirement; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning
GS0361: Providing financial information; Providing an interactive website and online computer database in the field of personal finance; Providing financial information pertaining to personal finance, investments, savings, and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
GS0351: Providing business 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 and savings of individuals, by electronic means; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Providing industry information relating to the personal finance industry; Compiling financial information for business purposes; Providing business information via a website; Providing information and news in the field of business
GS0421: Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for processing transactions; providing temporary use of on-line non-downloadable software for accessing and reading reports in the field of financial information; Providing temporary use of on-line non-downloadable software for accessing and reading reports in the field of individual financial savings behaviors and actions taken by individuals in preparation for retirement
Case File Event Statements
12/14/2021 - 3 years ago
1 - NEW APPLICATION ENTEREDType:NWAP
12/16/2021 - 3 years ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS
9/19/2022 - 3 years ago
3 - ASSIGNED TO EXAMINERType:DOCK
9/19/2022 - 3 years ago
4 - NON-FINAL ACTION WRITTENType:CNRT
9/19/2022 - 3 years ago
5 - NON-FINAL ACTION E-MAILEDType:GNRT
9/19/2022 - 3 years ago
6 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
11/25/2022 - 3 years ago
7 - AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIPType:ASGN
3/15/2023 - 2 years ago
8 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA
3/15/2023 - 2 years ago
9 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA
3/15/2023 - 2 years ago
10 - TEAS/EMAIL CORRESPONDENCE ENTEREDType:TEME
4/4/2023 - 2 years ago
11 - APPROVED FOR PUB - PRINCIPAL REGISTERType:CNSA
4/19/2023 - 2 years ago
12 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILEDType:NONP
5/9/2023 - 2 years ago
13 - PUBLISHED FOR OPPOSITIONType:PUBO
5/9/2023 - 2 years ago
14 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILEDType:NPUB
7/4/2023 - 2 years ago
15 - NOA E-MAILED - SOU REQUIRED FROM APPLICANTType:NOAM
1/3/2024 - a year ago
16 - SOU TEAS EXTENSION RECEIVEDType:EEXT
1/3/2024 - a year ago
17 - SOU EXTENSION 1 FILEDType:EXT1
1/3/2024 - a year ago
18 - SOU EXTENSION 1 GRANTEDType:EX1G
1/5/2024 - a year ago
19 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
7/2/2024 - a year ago
20 - SOU TEAS EXTENSION RECEIVEDType:EEXT
7/2/2024 - a year ago
23 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
7/2/2024 - a year ago
22 - SOU EXTENSION 2 GRANTEDType:EX2G
7/2/2024 - a year ago
21 - SOU EXTENSION 2 FILEDType:EXT2
1/3/2025 - 11 months ago
24 - SOU TEAS EXTENSION RECEIVEDType:EEXT
1/3/2025 - 11 months ago
26 - SOU EXTENSION 3 GRANTEDType:EX3G
1/3/2025 - 11 months ago
25 - SOU EXTENSION 3 FILEDType:EXT3
7/3/2025 - 5 months ago
28 - SOU TEAS EXTENSION RECEIVEDType:EEXT
7/3/2025 - 5 months ago
29 - SOU EXTENSION 4 FILEDType:EXT4
7/3/2025 - 5 months ago
30 - SOU EXTENSION 4 GRANTEDType:EX4G
7/4/2025 - 5 months ago
31 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
1/3/2025 - 11 months ago
27 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA