| Serial Number | 87830839 |
| Word Mark | BLOOOM |
| Filing Date | Monday, March 12, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 1, 2019 |
| Registration Number | 5640936 |
| Registration Date | Tuesday, January 1, 2019 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 16, 2018 |
| Description of Mark | The mark consists of a flower bud with a dollar sign appearing therein, and to the right of the flower bud is a vertical line and to the right of that is the word "blooom" in all lowercase. |
| Pseudo Mark | BLOOM |
| Goods and Services | Financial advisory and consultancy services; Financial advisory and consultancy services, namely, retirement planning, 401(k) management, and investing; Financial services, namely, wealth management services; Investment advice; Investment advice in the fields of retirement planning, 401(k) management, and investment management in the field of defined contribution plans |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Providing a website featuring non-downloadable software for utilizing an algorithm to optimize investments, retirement planning, and money management; Providing a website featuring non-downloadable software for retirement planning, and money management; Providing on-line non-downloadable software for utilizing an algorithm to optimize investments, retirement planning, and money management |
| 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 | Monday, March 19, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, April 30, 2014 |
| First Use In Commerce Date | Wednesday, April 30, 2014 |
| 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 | Monday, March 19, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, April 30, 2014 |
| First Use In Commerce Date | Wednesday, April 30, 2014 |
| Party Name | MORGAN STANLEY SERVICES GROUP INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | PURCHASE, NY 10577 |
| Party Name | blooom, Inc |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Leawood, KS 66211 |
| Party Name | blooom, Inc |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Leawood, KS 66211 |
| Party Name | blooom, Inc |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Leawood, KS 66211 |
| Event Date | Event Description |
| Monday, January 1, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, January 11, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, March 7, 2019 | REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED |
| Friday, February 22, 2019 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, January 1, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 16, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 16, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 26, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, September 12, 2018 | ASSIGNED TO LIE |
| Wednesday, August 29, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, August 28, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, August 28, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 28, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 28, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, August 7, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 6, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, August 6, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, June 30, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, June 30, 2018 | NON-FINAL ACTION E-MAILED |
| Saturday, June 30, 2018 | NON-FINAL ACTION WRITTEN |
| Friday, June 22, 2018 | ASSIGNED TO EXAMINER |
| Tuesday, March 20, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, March 19, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 15, 2018 | NEW APPLICATION ENTERED |