NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
06/11/2026
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Official data from USPTO
WEBSTERBANK
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
39
Latest update
06/12/2026
Trademark type
Word
Nice classes
36
Filing date
08/20/2018
Registration date
08/25/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/11/2026
Last transaction
06/12/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
2014-09-00
First use in commerce
2014-09-00
Drawing code
4
Owner type
03
Owner location
Waterbury, CT, US
Examiner
LIU, PHILIP HUAI-EN
Current location
Historical data usage
Holders and representatives
Holders
W. C. (pessoa física)
Representatives
Gail Podolsky Podolsky Law LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesbanking services; banking services directed to business entitiesbanking services directed to consumers; Internetonline banking services; banking services provided by mobile telephone connections; personal and commercial banking services; checking account services; electronic checking account services; savings account services; banking servicesdirect electronic remote check deposit servicessafety deposit box servicesproviding certificates of deposit featuring special rate offers; online banking; online bill payment services; electronic funds transfer services; electronic funds transfer serviceswire transfer services; automated teller machine services; providing bank account information by telephonevia network devices and other means; credit carddebit cardcash card payments processing services; relationship banking services that offer customers the opportunity to receive a variety of money savingwealth accumulation and convenience features; relationship banking services featuring online bankingrebates on automated teller surchargesdiscounted rates on home equity linespersonal loansspecial deposit rate offersspecial rates on savings accountspremium rates on savings accounts; cash management servicesautomated clearing house transaction processingcontrolled disbursement in the nature of check cashingproviding monetary exchange servicesfinancial assets and financial transaction information; financial investment custody servicesmaintaining possession of financial assets for others for financial management purposes; tracking and reporting financial accountsfinancial management; financial asset and financial transaction information; lockbox processing in the nature of processing of checks and credit card payments; wire transfers and zero balance accounts in the nature of money wiring services; money wire transfers and zero balance accounts in the nature of cash flow management services for manufacturingdistributionwholesaleretailservice entities; capital investment services; online capital investment services; providing banking and securities underwriting and brokerage services; loan financing; providing personal loanscommercial loanslines of credit; mortgage lending services; mortgage banking servicesoriginationacquisitionservicingsecuritizationbrokerage of mortgage loans; home equity lines of credit and loans; mortgage planning; maintaining mortgage escrow accounts; mortgage banking; mortgage banking servicesoriginationacquisitionservicingsecuritizationbrokerage of consumer mortgage loans; selling and purchasing of loan portfolios for othersfinancing of loans; mortgage brokerage; mortgage lending; mortgage procurement for others; mortgage servicesbuyer pre- qualification of mortgages for mortgage brokers and banks; real estate financing services; providing loans secured by commercial paper; providing temporary loans; installment loans; lease-purchase financing services; asset-based lending servicesreal estate lending; commercial lending services; financing services; structured financing services; retail financing services; trade financing services; providing working capital loans; loan financingproviding revolving working capital loansterm loan facilities in the nature of commercial loan servicescredit facilities in the nature revolving credit and term loans in the nature of financing servicescapital expenditure lines of credit and issuing of letters of credit; offering financing in the form of equity servicesequity capital investment; equipment financing services; collateralized debt obligationstructured financing servicescollateralized bond obligation in the nature of financing servicessyndicated loan services; money lending services; customized financing programsrevolving loan services for purchasing and leasing of equipment; loan participation in the nature of loan servicing and financial management; syndicated lending in the nature of equipment financing services and real estate syndication; financial planning; financial advisory services; financial management services; customized financial management; financial asset management; investment management; investment consultation; fund investment services; online fund investment services; investment brokerage services; online investment brokerage services; financial asset valuation services in the nature of real estate valuation; money market account services; mutual fund administration and brokerage services; trust servicesinvestment and trust company services; financial trust administration; fiduciary servicestrust and estate planningtrust and estate plan consultationestate settlement; trustestate and investment custody and administration servicesinvesting and management of financial assets in the nature of financial asset managementexecuting and settling securities trades; bill payment services; online financial account servicestrading of financial instrumentssharesoptionsother derivative products; financial planning for retirement; college tuition financial planning; fund investment services in the nature of providing individual retirement accounts529 education savings plansUniform Gifts to Minors Act accounts; ERISATaft-Hartleyemployee benefit and employee financial pension plan administration and consultation; bill payment services; check processing; consumer lending services; electronic cash transactions; electronic debit card transactions; electronic paymentelectronic processing and subsequent transmission of bill payment data; electronic transfer of money; financial servicesassisting others with the completion of financial transactions for stocksbondssecuritiesequities; providing online financial calculators; health savings account servicesproviding banking services and savings account administration for consumer-driven health care plans and defined contribution health care plans; custodial services in the nature of maintaining possession of financial assets for others for financial management purposes and trustee services for health savings accounts; providing online financial calculators for customizing health savings account contribution planning; investment management of and distribution of annuities; providing interest rate protection against fluctuations in interest ratesinterest rate swap in the nature of debt financing services; submission and acceptance of electronic depositschecks and other written instruments via web-based portal; online cash managementfinancial account managementonline financial account management; payroll tax debiting services; providing electronic processing of electronic funds transferACHcredit carddebit cardelectronic transactionselectronic checkselectronic payments; business remote deposit serviceselectronic remote check deposit services; financial servicesassisting others with automatic daily transfers of cash into investment optionssecuritiesbondsstocksequities; merchant services for access to cashpayment credit card transaction processing and settling of financial accounts; next-day funding of payment card receivablesproviding available funds to customers in anticipation of the settlement of incoming payment card receivables in the nature of accounts receivables financing; expedited accounts receivable financing; financial management of accounts payable; electronic banking via a global computer network; electronic banking servicesproviding digital reproductions of checks in the nature of check recovery services; certified check servicesissuing certified checks; credit and financial risk management; financial evaluationtrackinganalysisforecastingconsultancyadvisoryresearch services relating to securities and other financial instruments; financial tracking of financial accountfinancial assetfinancial transaction information relating to taxable transactions; financial management of portfolios comprising securities; investment reporting servicestracking financial accounts; providing an Internet web site portal featuring personal financial account information; processingadministering and managing employee benefit plans concerning insurance and finance; financial serviceswealth management services; providing an Internet web site portal in the field of personal financial account information; providing a web site featuring financial information and news in the field of finance; and providing financial information in the fields of bankingfinancetrustsestatesinvestmentsfinancial asset managementmortgagesfinancial planninginvestment managementretirement planningfinancial risk managementhealth savings accountsemployee welfare benefit plansemployee pension plans via the Internetglobal networkssocial mediatelephonein persone-mail and facsimile
Publications
History of USPTO decisions and trademark events.
39 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
06/11/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/11/2026
E815
TEAS SECTION 8 & 15 RECEIVED
03/16/2026
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08/25/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/13/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/13/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/13/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
08/25/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/09/2020
PUBO
PUBLISHED FOR OPPOSITION
06/09/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/20/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/07/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
05/06/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/06/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
05/06/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/06/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/03/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/02/2020
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
04/02/2020
GNS1
NOTIFICATION OF SUBSEQUENT FINAL EMAILED
03/04/2020
GNCF
CONTINUATION OF FINAL REFUSAL E-MAILED
03/04/2020
CNCF
ACTION CONTINUING A FINAL - COMPLETED
03/04/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/31/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/30/2020
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
01/30/2020
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
07/31/2019
GNFR
FINAL REFUSAL E-MAILED
07/31/2019
CNFR
FINAL REFUSAL WRITTEN
07/31/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/06/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/05/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/05/2019
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/10/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/07/2018
GNRT
NON-FINAL ACTION E-MAILED
12/07/2018
CNRT
NON-FINAL ACTION WRITTEN
12/07/2018
DOCK
ASSIGNED TO EXAMINER
12/06/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/28/2018
NWAP
NEW APPLICATION ENTERED
08/23/2018
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