| Serial Number | 98667476 |
| Word Mark | ALLIO SMART PORTFOLIOS |
| Filing Date | Thursday, July 25, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, June 17, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 22, 2025 |
| Goods and Services | Downloadable software application for mobile and web enabled devices for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities, and equities; Downloadable software application for mobile and web enabled devices for providing information in the field of finance, securities trading, and investments; Downloadable software application for mobile and web enabled devices enabling consumers to make, process, and transfer investments directly into financial portfolios; Downloadable software application for mobile and web enabled devices enabling consumers to manage personal financial accounts, monitor financial transactions, account balances, and goals, and receive investment advisory and brokerage services; Downloadable software application for mobile and web enabled devices for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities, and equities; Downloadable software application for mobile and web enabled devices for providing information in the field of finance, securities trading, and investments; Downloadable software application for mobile and web enabled devices enabling consumers to make, process, and transfer investments directly into financial portfolios; Downloadable software application for mobile and web enabled devices enabling consumers to manage personal financial accounts, monitor financial transactions, account balances, and goals, and receive investment advisory and brokerage services |
| Goods and Services | Providing financial services for others, namely, management of personal financial accounts, monitoring of financial transactions and account balances, investment advisory services, brokerage of financial securities, budgetary and financial goal services; Providing saving, retirement, and investment accounts for others; Providing investment research and investment recommendations for others; Providing financial advising and information for others by electronic means in the field of financial accounts, budgeting, securities trading, and investments |
| NOT AVAILABLE | "SMART PORTFOLIOS" |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 25, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 25, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Allio Fintech Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Seattle, WA 98121 |
| Party Name | Allio Fintech Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Seattle, WA 98121 |
| Event Date | Event Description |
| Thursday, January 16, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 13, 2025 | PRIORITY ACTION WRITTEN |
| Thursday, July 25, 2024 | NEW APPLICATION ENTERED |
| Monday, February 3, 2025 | ASSIGNED TO EXAMINER |
| Thursday, February 13, 2025 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Thursday, February 13, 2025 | PRIORITY ACTION E-MAILED |
| Wednesday, March 19, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 19, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 19, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 25, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 16, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 22, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 22, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 17, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |