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Official data from USPTO

FINLITI INVESTOR PROFILE INDICATOR

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: US

Quick snapshot

FINLITI INVESTOR PROFILE INDICATOR

ST13

US500000097278859

Class

9, 36, 42

Filing

97278859

Registration

8113129

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

48

Latest update

01/28/2026

Classification

Registered

Trademark type

Word

Nice classes

9, 36, 42

Filing date

02/22/2022

Registration date

01/27/2026

Expiration date

-

Recommended action

Perform a full collision analysis and validate classes before any filing or trademark investment.

Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/27/2026

Last transaction

01/28/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use, Foreign priority

Drawing code

4

Owner type

03

Owner location

Toronto, Ontario, CA

Examiner

FICKES, JERI J

Law office

L70

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

F. C. (pessoa física)

Representatives

Katherine L. Fink BANNER & WITCOFF, LTD.

Technical classification

Nice Classes

Class 9Class 36Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 9

Downloadable computer and mobile application software consisting of learning modulesgames and questionnaires in the fields of investing and managing personal finances; downloadable computer and mobile application software for use in providing customized behavioral financial advice; downloadable computer and mobile application software for creating investor personality profiles; downloadable computer and mobile application software for providing information in the field of financesecurities tradinginvestmentssecurities brokerage; downloadable computer and mobile application software for use in accessing and managing financial investments; downloadable computer and mobile application software for financial asset managementportfolio managementdiscretionary portfolio managementfinancial investments in the field of exchange traded fundsfinancial investments in the field of securitiesfinancial managementfinancial management by the internetfinancial planning and investment advisory servicesfinancial planning for retirement; downloadable computer and mobile application software for portfolio allocationfor portfolio monitoring and rebalancingclient document signingclient onboardingclient management; downloadable computer and mobile application software for brokerage and trading of investmentssecuritiesstocksbondscapital investmentscommodities and equities; downloadable computer and mobile application software consisting of questionnaires in the fields of investingfinancial asset managementmanaging personal financesmanaging financial investmentsfinancial analysis

Class 36

Financial and investment servicesfinancial investments in the field of securitiesfinancial managementfinancial management via the internetfinancial planning and investment advisory services; financial asset managementmanagement of portfolios comprising securitiesdiscretionary management of portfolios comprising securitiesfinancial investments in the field of exchange traded fundsfinancial investments in the field of securitiesfinancial managementfinancial management by the internetfinancial planning and investment advisory servicesfinancial planning for retirement; financial securities and commodity trading services for others; margin lendingmoney lending that allows the borrower to invest the money; financial servicesbrokerage and trading services for securitiesstocksbondscapital investmentscommodities and equities; financial investment brokerage services; electronic financial trading services; providing web-basedautomated and customized personal financial management services for othersmanagement of personal financial accountsdaily monitoring of financial transactions and account balancesbudget and spending reportingeach through a global computer network; providing information in the fields of investment and finance over computer networks and global communication networks; financial information provided by electronic means in the field of financesecurities tradinginvestmentssecurities brokerage

Class 42

Software as a service (SaaS) services featuring questionnaires in the fields of investingfinancial asset managementmanaging personal financesmanaging financial investmentsfinancial analysis; providing online non-downloadable computer and mobile application software consisting of learning modulesgames and questionnaires in the fields of investing and managing personal finances; providing online non-downloadable computer and mobile application software for use in providing customized behavioral financial advice; providing online non-downloadable computer and mobile application software for creating investor personality profiles; providing online non-downloadable computer and mobile application software for providing information in the field of financesecurities tradinginvestmentssecurities brokerage; providing online non- downloadable computer and mobile application software for use in accessing and managing financial investments; providing online non-downloadable computer and mobile application software for financial asset managementportfolio managementdiscretionary portfolio managementfinancial investments in the field of exchange traded fundsfinancial investments in the field of securitiesfinancial managementfinancial management by the internetfinancial planning and investment advisory servicesfinancial planning for retirement; providing online non-downloadable computer and mobile application software for portfolio allocationfor portfolio monitoring and rebalancingclient document signingclient onboardingclient management; providing online non-downloadable computer and mobile application software for brokerage and trading of investmentssecuritiesstocksbondscapital investmentscommodities and equities; providing online non-downloadable computer and mobile application software consisting of questionnaires in the fields of investingfinancial asset managementmanaging personal financesmanaging financial investmentsfinancial analysis

Publications

History of USPTO decisions and trademark events.

48 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

01/27/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

01/27/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

12/09/2025

PUBO

PUBLISHED FOR OPPOSITION

12/09/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/03/2025

PBCR

WITHDRAWN FROM PUB - OG REVIEW QUERY

11/04/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/10/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

09/19/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/19/2025

ERSI

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

09/19/2025

GNS2

NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED

09/02/2025

GNSI

INQUIRY TO SUSPENSION E-MAILED

09/02/2025

CNSI

SUSPENSION INQUIRY WRITTEN

09/02/2025

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

03/04/2025

GNSL

LETTER OF SUSPENSION E-MAILED

03/04/2025

CNSL

SUSPENSION LETTER WRITTEN

03/04/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/03/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/03/2025

ALIE

ASSIGNED TO LIE

02/28/2025

ALIE

ASSIGNED TO LIE

02/27/2025

ERSI

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

02/20/2025

GNS2

NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED

12/04/2024

GNSI

INQUIRY TO SUSPENSION E-MAILED

12/04/2024

CNSI

SUSPENSION INQUIRY WRITTEN

12/04/2024

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

01/27/2024

GNSL

LETTER OF SUSPENSION E-MAILED

01/27/2024

CNSL

SUSPENSION LETTER WRITTEN

01/27/2024

DOCK

ASSIGNED TO EXAMINER

01/18/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/05/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/08/2023

ERSI

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

09/08/2023

XELG

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

06/08/2023

XELR

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

06/08/2023

GNS2

NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED

03/19/2023

GNSI

INQUIRY TO SUSPENSION E-MAILED

03/19/2023

CNSI

SUSPENSION INQUIRY WRITTEN

03/19/2023

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

09/17/2022

GNSL

LETTER OF SUSPENSION E-MAILED

09/17/2022

CNSL

SUSPENSION LETTER WRITTEN

09/17/2022

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

09/16/2022

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/16/2022

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

09/16/2022

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

05/04/2022

GNRT

NON-FINAL ACTION E-MAILED

05/04/2022

CNRT

NON-FINAL ACTION WRITTEN

05/04/2022

DOCK

ASSIGNED TO EXAMINER

05/03/2022

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

02/28/2022

NWAP

NEW APPLICATION ENTERED

02/25/2022

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