EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
07/01/2026
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Official data from USPTO
PERSONAL STRATEGY
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PERSONAL STRATEGY
ST13
US500000085426433Class
9, 16, 35, 36, 42, 45
Filing
85426433
Registration
4244527
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
55
Latest update
07/02/2026
Trademark type
Word
Nice classes
9, 16, 35, 36, 42, 45
Filing date
09/19/2011
Registration date
11/20/2012
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/16/2023
Last transaction
07/02/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
07/29/2011
First use in commerce
07/29/2011
Drawing code
4
Owner type
03
Owner location
GREENWOOD VILLAGE, CO, US
Examiner
CASTRO, GIANCARLO
Law office
M10
Current location
TMO LAW OFFICE 110
Holders and representatives
Holders
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
P. C. (pessoa física)
P. C. (pessoa física)
Representatives
Adam S. Weiss Polsinelli PC
Technical classification
Nice Classes
Class 9Class 16Class 35Class 36Class 42Class 45
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computersfor use in the field of personal financebankinginvestments and accounting; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in retirement and tax planning; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in the field of financial services; computer software and applications for trading securities; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in financial transaction processing and management; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for managing financial records; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for managing banking transactionscheckssavingspaymentsexpenses and billing; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers used for the electronic exchange and management of financialbankinginvestingpersonal net worth data; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for maintainingmanaging and reporting financial information and investment portfolios; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use by financial service providers to obtain investment transaction and account information; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for initiatingprocessing and tracking financial transactions; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use by investment advisors to enter securities trading ordersto receive confirmation of such ordersto obtain price informationbalance information and other data about funds and accounts; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in obtaining access to a web site which provides newsinformation and online financial services; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use by individuals and financial investment advisors in portfolio allocationsector analysisportfolio modeling and portfolio rebalancing; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; Authentication software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for controlling access to and communications with computers and mobile devices; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in online security and authenticationincluding account and identity managementsecurity measureselectronic safeguards protecting online accounts
Class 16
Printed materialsaccounting and financial formsbank checksblank formsbookkeeping formsbusiness formsbrochuresnewslettersmanualsguides and printed instructional materials in the fields of computer software and applicationsaccountingbusinessfinanceinvestmentsretirement planningtax planning
Class 35
Database management; Management of an online database where individuals may store financialretirement and investment related data; Financial and investments records management servicesnamely organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business newsinformationopinion and advice via computer networksincluding global computer networksmobile devices and online services; Providing economic information for business purposesaggregated economic data from various sources for purposes of researching and analyzing investments of individualsby electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications; Providing online facilities featuring transaction order entryorder directing and order confirmation services to customers in the field of investing
Class 36
Providing web-basedautomated and customized personal financial management servicescustomized management of an individual's investmentbanking and other personal financial accountsdaily monitoring of transactions and account balancesbudget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balancestrack spending and personal budgetsmanage investment and retirement accountsconsolidate online access to third party financial and investment websites; Financial servicesenabling users to retrieveaggregateanalyze accounttransactionbalance information from a wide variety of sourcesincluding banks and other financial institutionscredit card and debit card issuersconsumer and mortgage lenderspersonal bills and expense accountsother online financial transaction providers; Financial servicesbank account management servicesinvestment brokerage servicesfinancial planning for retirementfinancial planning servicesconsumer lendingmortgage lendingsecurities brokeragecredit reportingpayroll tax debiting servicesbill payment servicesall via computer and communications networks; Providing a wide variety of banking servicesonline savings and checking accountsATM and debit cardsbank transaction monitoringpayment services and providing financial servicesprocessing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cashcredit carddebit card transaction services via computer and communication networks; Providing online banking service; Providing bill payment and processing services via computer and communication networks; Electronic processing and transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services; Investment management services; Brokerage and distribution of mutual fundssecurities and annuities; Wealth management services; Providing customized investment objectivesmanaging separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocksexchange traded funds and other types of securitiespreparing investment strategies and selecting comprehensivedynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal financebankinginvestments and retirement planningthrough electronic means; Providing information consisting of financial newsinformationopinion and advice via computer and communication networksincluding global computer networksmobile devices and online services
Class 42
Providing temporary use of online non-downloadable software and applications for use in the field of personal financeinvestments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit accountcredit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgetingmanaging moneyrecording 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 use in bankingbill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and managementinvestmentsretirement planning and related applications; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting serviceshosting software programs and applications for use in managingorganizingsharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactionsfor storingmodifyingtransmitting and receiving information and data in the fields of personal financeaccountingbankingbill paymentfinancial planningretirement planninginvestments and tax planningall via computer and communication networks
Class 45
Monitoring of computer systems for security purposesprovide monitoring of bankbrokercredit card and other financial accounts for security and identity threats; Providing financial fraud and identity theft protection services
Publications
History of USPTO decisions and trademark events.
55 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/01/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/01/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/01/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/01/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/01/2026
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
11/16/2023
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
11/16/2023
9G8P
REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
11/16/2023
8PRT
REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
11/16/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/16/2023
E89R
TEAS SECTION 8 & 9 RECEIVED
05/22/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/08/2023
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
11/20/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/25/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/25/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/25/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05/11/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/11/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/11/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/11/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
05/11/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/17/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/17/2019
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01/25/2019
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01/25/2019
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/25/2019
E815
TEAS SECTION 8 & 15 RECEIVED
12/26/2018
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/17/2018
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/20/2017
A7OK
AMENDMENT UNDER SECTION 7 - PROCESSED
07/05/2016
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/14/2016
ES7R
TEAS SECTION 7 REQUEST RECEIVED
04/13/2016
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/16/2016
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/16/2016
COC.
CORRECTION UNDER SECTION 7 - PROCESSED
04/22/2014
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/22/2014
AMD7
SEC 7 REQUEST FILED
04/17/2014
ES7R
TEAS SECTION 7 REQUEST RECEIVED
04/17/2014
R.PR
REGISTERED-PRINCIPAL REGISTER
11/20/2012
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/04/2012
PUBO
PUBLISHED FOR OPPOSITION
09/04/2012
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/15/2012
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
07/27/2012
ALIE
ASSIGNED TO LIE
07/25/2012
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/11/2012
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/10/2012
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/09/2012
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/09/2012
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/10/2012
GNRT
NON-FINAL ACTION E-MAILED
01/10/2012
CNRT
NON-FINAL ACTION WRITTEN
01/10/2012
DOCK
ASSIGNED TO EXAMINER
01/04/2012
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/22/2011
NWAP
NEW APPLICATION ENTERED
09/22/2011
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