| Serial Number | 90732473 |
| Word Mark | AXOS WEALTH |
| Filing Date | Tuesday, May 25, 2021 |
| Status | 734 - FIFTH EXTENSION - GRANTED |
| Status Date | Monday, November 4, 2024 |
| 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, March 8, 2022 |
| Goods and Services | banking services; checking and savings account services; bill payment services, namely, payment administration; bank card, debit card and electronic payment card services, namely, debit card transaction processing services, and automated teller machine transaction processing services; money transmission services, namely, electronic transfer of money; mortgage lending services; financing of loans; arranging and provision of loans; financial investment brokerage and financial investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, derivatives, warrants, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; providing web-based, automated and customized personal financial management services, namely, management of personal financial accounts and investments, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; online financial advisory services in the nature of automated financial robo-advisory services; online financial management services in the nature of automated robo-wealth management and portfolio management and rebalancing; end-point investor services, namely, capital investment and investment of funds; investment consultancy and management and financial portfolio management; individual retirement account services; investment consultation services in the area of investment risk assessment |
| NOT AVAILABLE | "WEALTH" |
| Goods and Services | software as a service (SAAS) services featuring computer software for use in on-line trading of securities, portfolio management, and investment management in the fields of finance and investments; software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis and portfolio management, monitoring, risk-appetite assessment, and rebalancing activities, all in the fields of finance, investments, and wealth management; software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; software as a service (SAAS) services featuring software for communicating directly with financial services professionals and end-point investors |
| 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, August 19, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, August 19, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | AXOS BANK |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | San Diego, CA 92122 |
| Party Name | AXOS BANK |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | SAN DIEGO, CA 92122 |
| Event Date | Event Description |
| Friday, May 28, 2021 | NEW APPLICATION ENTERED |
| Thursday, August 19, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 27, 2022 | ASSIGNED TO EXAMINER |
| Friday, January 28, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, January 29, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, January 27, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, January 27, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, January 27, 2022 | NON-FINAL ACTION WRITTEN |
| Friday, January 28, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, January 29, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 16, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 1, 2022 | SOU EXTENSION 1 FILED |
| Tuesday, November 1, 2022 | SOU EXTENSION 1 GRANTED |
| Thursday, November 3, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, May 2, 2023 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, May 2, 2023 | SOU EXTENSION 2 FILED |
| Tuesday, March 8, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 8, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 3, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 1, 2022 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, May 2, 2023 | SOU EXTENSION 2 GRANTED |
| Thursday, May 4, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, October 4, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, October 4, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, October 4, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, November 1, 2023 | SOU EXTENSION 3 GRANTED |
| Thursday, October 5, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, October 5, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, October 5, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, November 1, 2023 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, November 1, 2023 | SOU EXTENSION 3 FILED |
| Friday, May 3, 2024 | SOU TEAS EXTENSION RECEIVED |
| Friday, May 3, 2024 | SOU EXTENSION 4 GRANTED |
| Friday, May 3, 2024 | SOU EXTENSION 4 FILED |
| Monday, November 4, 2024 | SOU TEAS EXTENSION RECEIVED |
| Monday, November 4, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, November 4, 2024 | SOU EXTENSION 5 GRANTED |
| Monday, November 4, 2024 | SOU EXTENSION 5 FILED |
| Saturday, May 4, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, November 3, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |