97975740 - PERSONAL STRATEGY+

Information

• Trademark
• 97975740

• Source

• Serial Number

  97975740

• International Classifications

  • 9 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments
  • 16 - Paper, cardboard and goods made from these materials, not included in other classes
  • 36 - Insurance
  • 42 - Scientific and technological services and research and design relating thereto

• Filing Date

  November 05, 2021
  4 years ago

• Transaction Date

  July 09, 2025
  5 months ago

• Status Date

  July 08, 2025
  5 months ago

• Published for Opposition Date

  July 18, 2023
  2 years ago

• Location Date

  July 08, 2025
  5 months ago

• Status Code

  732

• Current Location

  INTENT TO USE SECTION

  Employee Name

  MOLINOFF, JEFFREY

• Attorney Name

  RACHEL A. RICE

  Law Office Assigned Location Code

  N40

• Owners

  • GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
  • Empower Annuity Insurance Company of America

Case File Statements

• 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 and applications for trading securities; 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, checks, savings, 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 enter securities trading orders, to receive confirmation of such orders, and 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
• GS0161: Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning
• PM0001: PERSONAL STRATEGY PLUS
• 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, 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
• 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 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

Case File Event Statements

• 2/10/2022 - 3 years ago

  4 - NON-FINAL ACTION WRITTEN Type: CNRT

• 11/9/2021 - 4 years ago

  1 - NEW APPLICATION ENTERED Type: NWAP

• 11/16/2021 - 4 years ago

  2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS

• 2/3/2022 - 3 years ago

  3 - ASSIGNED TO EXAMINER Type: DOCK

• 2/10/2022 - 3 years ago

  6 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN

• 2/10/2022 - 3 years ago

  5 - NON-FINAL ACTION E-MAILED Type: GNRT

• 7/19/2022 - 3 years ago

  7 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA

• 7/19/2022 - 3 years ago

  9 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 7/19/2022 - 3 years ago

  8 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 10/7/2022 - 3 years ago

  10 - FINAL REFUSAL WRITTEN Type: CNFR

• 10/7/2022 - 3 years ago

  12 - NOTIFICATION OF FINAL REFUSAL EMAILED Type: GNFN

• 10/7/2022 - 3 years ago

  11 - FINAL REFUSAL E-MAILED Type: GNFR

• 11/25/2022 - 3 years ago

  13 - AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Type: ASGN

• 4/7/2023 - 2 years ago

  18 - TEAS REQUEST FOR RECONSIDERATION RECEIVED Type: ERFR

• 4/7/2023 - 2 years ago

  20 - DIVISIONAL REQUEST RECEIVED Type: DRRR

• 4/7/2023 - 2 years ago

  14 - EXPARTE APPEAL RECEIVED AT TTAB Type: EXAF

• 4/7/2023 - 2 years ago

  15 - JURISDICTION RESTORED TO EXAMINING ATTORNEY Type: JURT

• 4/7/2023 - 2 years ago

  16 - EX PARTE APPEAL-INSTITUTED Type: EXPI

• 4/7/2023 - 2 years ago

  17 - TEAS REQUEST TO DIVIDE RECEIVED Type: ERTD

• 5/19/2023 - 2 years ago

  19 - CASE ASSIGNED TO INTENT TO USE PARALEGAL Type: AITU

• 5/22/2023 - 2 years ago

  21 - DIVISIONAL PROCESSING COMPLETE Type: DPCC

• 6/14/2023 - 2 years ago

  22 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA

• 6/14/2023 - 2 years ago

  23 - EXAMINERS AMENDMENT E-MAILED Type: GNEA

• 6/14/2023 - 2 years ago

  24 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN

• 6/14/2023 - 2 years ago

  25 - EXAMINER'S AMENDMENT ENTERED Type: XAEC

• 6/14/2023 - 2 years ago

  26 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA

• 6/28/2023 - 2 years ago

  27 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP

• 7/18/2023 - 2 years ago

  28 - PUBLISHED FOR OPPOSITION Type: PUBO

• 7/18/2023 - 2 years ago

  29 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB

• 9/12/2023 - 2 years ago

  30 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM

• 3/12/2024 - a year ago

  31 - SOU TEAS EXTENSION RECEIVED Type: EEXT

• 3/12/2024 - a year ago

  32 - SOU EXTENSION 1 FILED Type: EXT1

• 3/12/2024 - a year ago

  33 - SOU EXTENSION 1 GRANTED Type: EX1G

• 9/12/2024 - a year ago

  35 - SOU TEAS EXTENSION RECEIVED Type: EEXT

• 9/12/2024 - a year ago

  36 - SOU EXTENSION 2 FILED Type: EXT2

• 3/13/2024 - a year ago

  34 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA

• 9/12/2024 - a year ago

  38 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA

• 7/8/2025 - 5 months ago

  42 - SOU EXTENSION 3 GRANTED Type: EX3G

• 7/8/2025 - 5 months ago

  40 - CASE ASSIGNED TO INTENT TO USE PARALEGAL Type: AITU

• 7/8/2025 - 5 months ago

  43 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA

• 3/12/2025 - 9 months ago

  39 - SOU TEAS EXTENSION RECEIVED Type: EEXT

• 9/12/2024 - a year ago

  37 - SOU EXTENSION 2 GRANTED Type: EX2G

• 3/11/2025 - 9 months ago

  41 - SOU EXTENSION 3 FILED Type: EXT3