TREA

98200612 - TURBOINVESTOR

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Information

  • Trademark
  • 98200612
  • Serial Number
    98200612
  • Filing Date
    September 27, 2023
    a year ago
  • Transaction Date
    January 21, 2025
    11 days ago
  • Status Date
    January 21, 2025
    11 days ago
  • Published for Opposition Date
    January 21, 2025
    11 days ago
  • Location Date
    October 30, 2024
    3 months ago
  • Status Code
    686
  • Current Location
    PUBLICATION AND ISSUE SECTION
    Employee Name
    LOTT, MAUREEN
  • Attorney Docket Number
    20797-00073
    Attorney Name
    Connie L. Ellerbach
    Law Office Assigned Location Code
    L50
  • Owners
Information
Mark Drawing Code
4
Mark Identification
TURBOINVESTOR
Case File Statements
  • PM0001: TURBO INVESTOR
  • GS0361: Providing financial analysis of tax payments for tax planning purposes; financial consultation, advisory, and analysis services with regard to tax payment management for personal investments; online, real-time tax payment financial management and tax payment financial analysis services; financial services, namely, coordination, within a single account, of a personal investment portfolio's tax management needs; tax payment processing services; financial portfolio management that uses custom models and custom model allocations to create custom portfolios, all for purposes of minimizing costs, decreasing tax liability and decreasing volatility; tax savings account services provided by a tax withholding agent, namely, savings account services where funds are held in trust for others so that the funds may be used to pay tax liabilities; financial planning, namely, creating personalized strategies for achieving financial goals and minimizing income and estate tax liabilities
  • GS0351: Tax consultation, tax advisory, tax assessment, and tax preparation services; tax consultation, tax advisory, tax assessment, and tax preparation services relating to tax liability on personal investing activity; providing calculation of tax payments for tax planning purposes
  • GS0421: Providing temporary use of online non-downloadable software for use in tax planning, tax calculation, and tax return preparation; Providing temporary use of online non-downloadable software for organizing, tracking and calculating tax liabilities on personal investing activity; providing temporary use of online non-downloadable software for importing information regarding personal investing activity and providing tax liability estimates on personal investments; providing temporary use of online non-downloadable software for providing consumers with a snapshot of their annual personal investment taxes, portfolio allocation, and performance insights; providing temporary use of online non-downloadable software for connecting consumers with experts that provide tax guidance on personal investment tax strategy; providing temporary use of online non-downloadable software for analyzing investments and developing personal tax optimization strategies; providing temporary use of online non-downloadable software to pre-populate tax forms with data from online personal investment accounts; accounts payable automation, namely, providing online non-downloadable software for use in streamlining data feed integration in the field of tax liabilities
Case File Event Statements
  • 9/30/2023 - a year ago
    1 - NEW APPLICATION ENTERED Type: NWAP
  • 10/11/2023 - a year ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 5/20/2024 - 8 months ago
    3 - ASSIGNED TO EXAMINER Type: DOCK
  • 5/23/2024 - 8 months ago
    6 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN
  • 5/23/2024 - 8 months ago
    4 - NON-FINAL ACTION WRITTEN Type: CNRT
  • 5/23/2024 - 8 months ago
    5 - NON-FINAL ACTION E-MAILED Type: GNRT
  • 8/23/2024 - 5 months ago
    8 - APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED Type: XELG
  • 8/23/2024 - 5 months ago
    7 - APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED Type: XELR
  • 10/22/2024 - 3 months ago
    11 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 10/22/2024 - 3 months ago
    10 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 10/22/2024 - 3 months ago
    9 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA
  • 10/24/2024 - 3 months ago
    15 - EXAMINER'S AMENDMENT ENTERED Type: XAEC
  • 10/24/2024 - 3 months ago
    12 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA
  • 10/24/2024 - 3 months ago
    13 - EXAMINERS AMENDMENT E-MAILED Type: GNEA
  • 10/24/2024 - 3 months ago
    14 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN
  • 10/25/2024 - 3 months ago
    16 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 1/15/2025 - 17 days ago
    17 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP
  • 1/21/2025 - 11 days ago
    18 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 1/21/2025 - 11 days ago
    19 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB