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Active USPTO registrationTipo: VerbalEscritório: Estados Unidos

Snapshot rápido

INVEST WITH LOGIC. PLAN WITH HEART.

ST13

US500000088673900

Classe

9, 35, 36, 42

Pedido

88673900

Registro

7157632

Diagnóstico de risco e oportunidade

Leitura executiva para decisão de naming, protocolo e monitoramento.

Situação USPTO

Active USPTO registration

Tipo de processo

Pedido e registro

Eventos registrados

55

Atualização mais recente

02/07/2026

Tipo de marca

Verbal

Classes Nice

9, 35, 36, 42

Data de depósito

30/10/2019

Data de registro

05/09/2023

Data de expiração

-

Dados completos do processo

Campos estruturados da autoridade responsável e do histórico oficial.

Data da situação

05/09/2023

Última transação

02/07/2026

Escritório responsável

United States Patent and Trademark Office

Código da situação

700

Cadastro oficial

Principal Register

Fundamento do pedido

Intent to use

Primeiro uso

04/11/2019

Primeiro uso no comércio

04/11/2019

Código do desenho

4

Tipo de titular

03

Localização do titular

GREENWOOD VILLAGE, CO, US

Examinador

MUMM, WHITLEY

Unidade examinadora

M20

Localização atual

PUBLICATION AND ISSUE SECTION

Titulares e representantes

Titulares

EMPOWER ANNUITY INSURANCE COMPANY OF AME
P. C. (pessoa física)

Representantes

Adam S. Weiss Polsinelli PC

Classificação técnica

Classes Nice

Classe 9Classe 35Classe 36Classe 42

Códigos Vienna

Sem códigos Vienna disponíveis.

Produtos e serviços

Classe 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

Classe 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

Classe 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

Classe 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

Publicações

Histórico de despachos e eventos da marca no USPTO.

55 publicações encontradas

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

01/07/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

01/07/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

01/07/2026

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

01/07/2026

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

01/07/2026

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

01/07/2026

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

05/09/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

05/09/2023

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

29/07/2023

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

28/07/2023

DOCK

ASSIGNED TO EXAMINER

29/06/2023

SUPC

STATEMENT OF USE PROCESSING COMPLETE

26/06/2023

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

08/03/2023

IURF

IU INFORMAL RESPONSE RECEIVED

02/03/2023

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/03/2023

IUFF

USE AFFIDAVIT FAILED FORMALITIES

27/02/2023

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

27/02/2023

IUAF

USE AMENDMENT FILED

06/02/2023

EISU

TEAS STATEMENT OF USE RECEIVED

06/02/2023

EXRA

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

15/11/2022

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

20/05/2022

EX3G

SOU EXTENSION 3 GRANTED

18/05/2022

EXT3

SOU EXTENSION 3 FILED

18/05/2022

EEXT

SOU TEAS EXTENSION RECEIVED

18/05/2022

EXRA

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

23/11/2021

EX2G

SOU EXTENSION 2 GRANTED

21/11/2021

EXT2

SOU EXTENSION 2 FILED

21/11/2021

EEXT

SOU TEAS EXTENSION RECEIVED

21/11/2021

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

25/08/2021

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

25/08/2021

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

25/08/2021

EXRA

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

18/05/2021

EX1G

SOU EXTENSION 1 GRANTED

14/05/2021

EXT1

SOU EXTENSION 1 FILED

14/05/2021

EEXT

SOU TEAS EXTENSION RECEIVED

14/05/2021

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

11/05/2021

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

11/05/2021

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

11/05/2021

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

24/11/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

29/09/2020

PUBO

PUBLISHED FOR OPPOSITION

29/09/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

09/09/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

21/08/2020

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/08/2020

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/08/2020

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

07/08/2020

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

07/02/2020

GNRT

NON-FINAL ACTION E-MAILED

07/02/2020

CNRT

NON-FINAL ACTION WRITTEN

07/02/2020

DOCK

ASSIGNED TO EXAMINER

04/02/2020

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/11/2019

NWAP

NEW APPLICATION ENTERED

02/11/2019

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