EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
07/01/2026
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Official data from USPTO
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INVEST WITH LOGIC. PLAN WITH HEART.
ST13
US500000088673900Class
9, 35, 36, 42
Filing
88673900
Registration
7157632
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, 35, 36, 42
Filing date
10/30/2019
Registration date
09/05/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/05/2023
Last transaction
07/02/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
11/04/2019
First use in commerce
11/04/2019
Drawing code
4
Owner type
03
Owner location
GREENWOOD VILLAGE, CO, US
Examiner
MUMM, WHITLEY
Law office
M20
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
EMPOWER ANNUITY INSURANCE COMPANY OF AME
P. C. (pessoa física)
Representatives
Adam S. Weiss Polsinelli PC
Technical classification
Nice Classes
Class 9Class 35Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computersfor use in the field of personal financebankinginvestments and accountingwhich allows the software user to link multiple accounts held at various financial institutionsto incorporate data from those various accountsto display that information to the user in a consolidated viewto provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in retirement and tax planning; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutionsto incorporate data from those various accountsto display that information to the user in a consolidated viewto provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in financial transaction processing and management; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for managing financial records; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for managing banking transactionscheckssavingspaymentsexpenses and billing; downloadable 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; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for maintainingmanaging and reporting financial information and investment portfolios; downloadable 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; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for initiatingprocessing and tracking financial transactions; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use by investment advisors to obtain price informationbalance information and other data about funds and accounts; downloadable 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; downloadable 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; downloadable 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; downloadable 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; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in online security and authenticationaccount and identity managementimplementing security measures and electronic safeguards for protecting online accounts
Class 35
Database management; Management of an online database where individuals may store financialretirement and investment related data; Financial and investments records management servicesorganizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business newsinformationopinion and advice via computer networksin particular global computer networksmobile devices and online services; Providing economic information for business purposesaggregated economic data from various sources for allowing others to research and analyze investments of individualsby electronic means; Referrals in the field of investment advice and financial planning
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 web site featuring financial information used to track consumer financial accounts and balancestrack spending and personal budgetsmanage investment and retirement accountsto retrieve and display data from third party financial and investment web sites on one consolidated view; Providing financial information to consumers including accounttransactionbalance information from a wide variety of sourcesbanks 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 servicesall via computer and communications networks; Providing a wide variety of banking servicesonline savings and checking account servicesbank transaction monitoringproviding 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 processing services via computer and communication networks; Providing online banking service; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Investment management services; Wealth management services; Providing financial advisory services relating to the creation of customized investment objectivesmanaging separately managed investment accounts and portfolios of individual securities; financial management services related to the management of customized collections of individual securities portfolios comprising stocksexchange traded funds and securitiesfinancial portfolio management relating to preparing investment strategies and selecting comprehensivedynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal financebankinginvestments and financial planning for retirementthrough electronic means; Providing information consisting of financial newsinformationopinion and advice via computer and communication networksglobal 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 which allows the software user to link multiple accounts held at various financial institutionsto incorporate data from those various accountsto display that information to the user in a consolidated viewto provide an analysis of the consolidated financial data in the form of summary reports and dashboards; 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 nondownloadable 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 processing; Providing temporary use of online non-downloadable software and applications for use in financial planning and managementinvestmentretirement planning which allows the software user to link multiple accounts held at various financial institutionsto incorporate data from those various accountsto display that information to the user in a consolidated viewto provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in tax planning; Providing onlinenon-downloadable software for use in managingorganizingsharing financial and investment data on a global computer network; Providing temporary use of nondownloadable 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; Providing temporary use of nondownloadable computer software for transaction order entrydirecting and order confirmation to consumers all in the field of investing; monitoring of computer systems for security purposesmonitoring computer systems for detecting unauthorized access or data breach in relation to bankbrokercredit card and other financial accounts; electronic monitoring of personally identifying information to detect identity theft via the internet in relation to bankbrokercredit card and other financial accounts
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
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/05/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
09/05/2023
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
07/29/2023
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
07/28/2023
DOCK
ASSIGNED TO EXAMINER
06/29/2023
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/26/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/08/2023
IURF
IU INFORMAL RESPONSE RECEIVED
03/02/2023
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/02/2023
IUFF
USE AFFIDAVIT FAILED FORMALITIES
02/27/2023
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
02/27/2023
IUAF
USE AMENDMENT FILED
02/06/2023
EISU
TEAS STATEMENT OF USE RECEIVED
02/06/2023
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
11/15/2022
EX4G
SOU EXTENSION 4 GRANTED
11/11/2022
EXT4
SOU EXTENSION 4 FILED
11/11/2022
EEXT
SOU TEAS EXTENSION RECEIVED
11/11/2022
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
05/20/2022
EX3G
SOU EXTENSION 3 GRANTED
05/18/2022
EXT3
SOU EXTENSION 3 FILED
05/18/2022
EEXT
SOU TEAS EXTENSION RECEIVED
05/18/2022
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
11/23/2021
EX2G
SOU EXTENSION 2 GRANTED
11/21/2021
EXT2
SOU EXTENSION 2 FILED
11/21/2021
EEXT
SOU TEAS EXTENSION RECEIVED
11/21/2021
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
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
05/18/2021
EX1G
SOU EXTENSION 1 GRANTED
05/14/2021
EXT1
SOU EXTENSION 1 FILED
05/14/2021
EEXT
SOU TEAS EXTENSION RECEIVED
05/14/2021
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
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
11/24/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/29/2020
PUBO
PUBLISHED FOR OPPOSITION
09/29/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
09/09/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/21/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/07/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/07/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/07/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/07/2020
GNRT
NON-FINAL ACTION E-MAILED
02/07/2020
CNRT
NON-FINAL ACTION WRITTEN
02/07/2020
DOCK
ASSIGNED TO EXAMINER
02/04/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/03/2019
NWAP
NEW APPLICATION ENTERED
11/02/2019
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