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Dado oficial do USPTO

FINLITI INVESTOR PROFILE INDICATOR

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Active USPTO registrationTipo: VerbalEscritório: US

Snapshot rápido

FINLITI INVESTOR PROFILE INDICATOR

ST13

US500000097278859

Classe

9, 36, 42

Pedido

97278859

Registro

8113129

Diagnóstico de risco e oportunidade

Leitura executiva para decisão de naming, protocolo e monitoramento.

Atenção: há risco ativo

Situação USPTO

Active USPTO registration

Tipo de processo

Pedido e registro

Eventos registrados

48

Atualização mais recente

28/01/2026

Classificação

Registrada

Tipo de marca

Verbal

Classes Nice

9, 36, 42

Data de depósito

22/02/2022

Data de registro

27/01/2026

Data de expiração

-

Ação recomendada

Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.

Próximo passo

Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.

Dados completos do processo

Campos estruturados da autoridade responsável e do histórico oficial.

Data da situação

27/01/2026

Última transação

28/01/2026

Escritório responsável

United States Patent and Trademark Office

Código da situação

700

Cadastro oficial

Principal Register

Fundamento do pedido

Intent to use, Foreign priority

Código do desenho

4

Tipo de titular

03

Localização do titular

Toronto, Ontario, CA

Examinador

FICKES, JERI J

Unidade examinadora

L70

Localização atual

FILE REPOSITORY (FRANCONIA)

Titulares e representantes

Titulares

F. C. (pessoa física)

Representantes

Katherine L. Fink BANNER & WITCOFF, LTD.

Classificação técnica

Classes Nice

Classe 9Classe 36Classe 42

Códigos Vienna

Sem códigos Vienna disponíveis.

Produtos e serviços

Classe 9

Downloadable computer and mobile application software consisting of learning modules, games 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 finance, securities trading, investments, and securities brokerage; downloadable computer and mobile application software for use in accessing and managing financial investments; downloadable computer and mobile application software for financial asset management, portfolio management, discretionary portfolio management, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, and financial planning for retirement; downloadable computer and mobile application software for portfolio allocation, for portfolio monitoring and rebalancing, client document signing, client onboarding, and client management; downloadable computer and mobile application software for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities and equities; downloadable computer and mobile application software consisting of questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis

Classe 36

Financial and investment services, namely, financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; financial asset management, management of portfolios comprising securities, discretionary management of portfolios comprising securities, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement; financial securities and commodity trading services for others; margin lending, namely, money lending that allows the borrower to invest the money; financial services, namely, brokerage and trading services for securities, stocks, bonds, capital investments, commodities and equities; financial investment brokerage services; electronic financial trading services; providing web-based, automated and customized personal financial management services for others, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting, each 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 finance, securities trading, investments, securities brokerage

Classe 42

Software as a service (SaaS) services featuring questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis; providing online non-downloadable computer and mobile application software consisting of learning modules, games 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 finance, securities trading, investments, and securities 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 management, portfolio management, discretionary portfolio management, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, and financial planning for retirement; providing online non-downloadable computer and mobile application software for portfolio allocation, for portfolio monitoring and rebalancing, client document signing, client onboarding, and client management; providing online non-downloadable computer and mobile application software for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities and equities; providing online non-downloadable computer and mobile application software consisting of questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis

Publicações

Histórico de despachos e eventos da marca no USPTO.

48 publicações encontradas

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

27/01/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

27/01/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

09/12/2025

PUBO

PUBLISHED FOR OPPOSITION

09/12/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/12/2025

PBCR

WITHDRAWN FROM PUB - OG REVIEW QUERY

04/11/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/10/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

19/09/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

19/09/2025

ERSI

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

19/09/2025

GNS2

NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED

02/09/2025

GNSI

INQUIRY TO SUSPENSION E-MAILED

02/09/2025

CNSI

SUSPENSION INQUIRY WRITTEN

02/09/2025

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

04/03/2025

GNSL

LETTER OF SUSPENSION E-MAILED

04/03/2025

CNSL

SUSPENSION LETTER WRITTEN

04/03/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/03/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/03/2025

ALIE

ASSIGNED TO LIE

28/02/2025

ALIE

ASSIGNED TO LIE

27/02/2025

ERSI

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

20/02/2025

GNS2

NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED

04/12/2024

GNSI

INQUIRY TO SUSPENSION E-MAILED

04/12/2024

CNSI

SUSPENSION INQUIRY WRITTEN

04/12/2024

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

27/01/2024

GNSL

LETTER OF SUSPENSION E-MAILED

27/01/2024

CNSL

SUSPENSION LETTER WRITTEN

27/01/2024

DOCK

ASSIGNED TO EXAMINER

18/01/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

05/01/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

08/09/2023

ERSI

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

08/09/2023

XELG

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

08/06/2023

XELR

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

08/06/2023

GNS2

NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED

19/03/2023

GNSI

INQUIRY TO SUSPENSION E-MAILED

19/03/2023

CNSI

SUSPENSION INQUIRY WRITTEN

19/03/2023

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

17/09/2022

GNSL

LETTER OF SUSPENSION E-MAILED

17/09/2022

CNSL

SUSPENSION LETTER WRITTEN

17/09/2022

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

16/09/2022

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

16/09/2022

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

16/09/2022

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

04/05/2022

GNRT

NON-FINAL ACTION E-MAILED

04/05/2022

CNRT

NON-FINAL ACTION WRITTEN

04/05/2022

DOCK

ASSIGNED TO EXAMINER

03/05/2022

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

28/02/2022

NWAP

NEW APPLICATION ENTERED

25/02/2022

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