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Official data from USPTO

PERSONAL CAPITAL AN EMPOWER COMPANY

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

PERSONAL CAPITAL AN EMPOWER COMPANY

ST13

US500000090731609

Class

9, 16, 35, 36, 42

Filing

90731609

Registration

7056305

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

44

Latest update

07/02/2026

Trademark type

Word

Nice classes

9, 16, 35, 36, 42

Filing date

05/24/2021

Registration date

05/16/2023

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/16/2023

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

08/18/2020

First use in commerce

08/18/2020

Drawing code

4

Owner type

03

Owner location

GREENWOOD VILLAGE, CO, US

Examiner

MOLINOFF, JEFFREY S.

Law office

N40

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
Great-West Life & Annuity Insurance Company

Representatives

Adam S. Weiss Polsinelli PC

Technical classification

Nice Classes

Class 9Class 16Class 35Class 36Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 9

Downloadable computer software for use on desktop computerslaptops computersmobile phonestablet computershandheld computersfor accessingmaintainingmanaging and reporting financial information in the field of personal financebankinginvestments and accounting; Downloadable computer software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for performing queries and transactionsfor storingmodifyingtransmitting and receiving informationfor accessingmaintainingmanaging and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computerslaptops computersmobile phonestablet computershandheld computersfor performing queries and transactionsfor storingmodifyingtransmitting and receiving informationfor accessingmaintainingmanaging and reporting financial information in the field of financial services; Downloadable computer software for use on desktop computerslaptops computersmobile phonestablet computershandheld computersfor processing and managing financial transactions; Downloadable computer software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for managing financial records; Downloadable computer software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for managing banking transactionschecking accountssavings accountspaymentsexpenses and billing; downloadable computer 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 for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for maintainingmanaging and reporting financial information and investment portfolios; downloadable computer 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 for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for initiatingprocessing and tracking financial transactions; downloadable computer 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 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 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 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 computer software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in online security and authenticationaccount and identity managementelectronic safeguards protecting online accounts; Downloadable electronic newslettersguidesarticlespapersblogs in the fields of financeinvestmentretirementpersonal financefinancial analysisfinancial researchfinancial market newsglobal financial trendsinvestment opportunities

Class 16

Printed materialsbrochuresnewslettersmanualsguides and printed instructional materials in the fields of accountingbusinessfinanceinvestmentsretirement planningtax planning

Class 35

Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business newsinformationopinion and advice via computer networksthe Internetmobile devices; Referrals in the field of investment advice and financial planning; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financialsecuritiesstock exchangetrade and quoteindex value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory servicesconsultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction dataaccount managementfinancial reportingaccounting features

Class 36

Providing web-basedautomated and customized personal financial management servicescustomized management of an individual's investments in the field of retirementsecuritiesmutual fundsannuities; providing web-basedautomated and customized personal financial management servicesfinancial portfolio management; Financial servicesenabling users to retrieveaggregateanalyze accounttransactionbalance information from banks and other financial institutionscredit card and debit card issuersconsumer and mortgage lenders; Financial servicesinvestment brokerage servicesfinancial planning for retirementfinancial planning servicesall via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio managementportfolio allocationsector analysisportfolio modelingportfolio rebalancingemployee pension plansretirement; Providing electronic cashcredit carddebit 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; Investment management services; Brokerage and distribution of mutual fundssecurities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal financebankinginvestments and retirement planningthrough electronic means; Providing information consisting of financial newsinformationopinion and advice via computer and communication networksthe Internetmobile 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

Class 42

Providing temporary use of online non-downloadable software and applications for accessingmaintainingmanaging and reporting financial information 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 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 performing queries and transactionsfor storingmodifyingtransmitting and receiving informationfor accessingmaintaining and managing data in the field of bankingbill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactionsfor storingmodifyingtransmitting and receiving informationfor accessingmaintainingmanaging and reporting financial information in the fields of financial planning and managementinvestmentsretirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactionsfor storingmodifyingtransmitting and receiving informationfor accessingmaintainingmanaging 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 transactionsfor storingmodifyingtransmitting and receiving information and data in the fields of personal financeaccountingbankingbill paymentfinancial planningretirement planninginvestments and tax planningall via computer and communication networks; computer security servicesrestricting unauthorized access to bankingbrokercredit cardother financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

Publications

History of USPTO decisions and trademark events.

44 publications found

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

07/01/2026

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

05/16/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

05/16/2023

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

04/08/2023

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

04/07/2023

SUPC

STATEMENT OF USE PROCESSING COMPLETE

03/03/2023

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

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

11/25/2022

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

10/18/2022

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

08/23/2022

PUBO

PUBLISHED FOR OPPOSITION

08/23/2022

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

08/03/2022

PBCR

WITHDRAWN FROM PUB - OG REVIEW QUERY

07/12/2022

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/08/2022

XAEC

EXAMINER'S AMENDMENT ENTERED

07/08/2022

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

07/08/2022

GNEA

EXAMINERS AMENDMENT E-MAILED

07/08/2022

CNEA

EXAMINERS AMENDMENT -WRITTEN

07/08/2022

ZZZX

PREVIOUS ALLOWANCE COUNT WITHDRAWN

07/08/2022

PBMR

WITHDRAWN FROM PUB - MANAGING ATTORNEY REQUEST

07/08/2022

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/28/2022

XAEC

EXAMINER'S AMENDMENT ENTERED

06/28/2022

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

06/28/2022

GNEA

EXAMINERS AMENDMENT E-MAILED

06/28/2022

CNEA

EXAMINERS AMENDMENT -WRITTEN

06/28/2022

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

06/13/2022

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/13/2022

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

06/13/2022

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

02/08/2022

GNRT

NON-FINAL ACTION E-MAILED

02/08/2022

CNRT

NON-FINAL ACTION WRITTEN

02/08/2022

DOCK

ASSIGNED TO EXAMINER

02/03/2022

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

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/19/2021

NWAP

NEW APPLICATION ENTERED

05/27/2021

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