BOFI WEALTH Trademark

Trademark Overview


On Thursday, October 5, 2017, a trademark application was filed for BOFI WEALTH with the United States Patent and Trademark Office. The USPTO has given the BOFI WEALTH trademark a serial number of 87634967. The federal status of this trademark filing is ABANDONED - NO STATEMENT OF USE FILED as of Monday, June 21, 2021. This trademark is owned by BofI Federal Bank. The BOFI WEALTH trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

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, optio...

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
bofi wealth

General Information


Serial Number87634967
Word MarkBOFI WEALTH
Filing DateThursday, October 5, 2017
Status606 - ABANDONED - NO STATEMENT OF USE FILED
Status DateMonday, June 21, 2021
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 20, 2018

Trademark Statements


Disclaimer with Predetermined Text"WEALTH"
Goods and Servicesbanking 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
Goods and Servicessoftware 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 12, 2017
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, October 12, 2017
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameAXOS BANK
Party Type21 - New Owner After Publication
Legal Entity Type42 - NOT AVAILABLE
AddressSAN DIEGO, CA 92122

Party NameBofI Federal Bank
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressSan Diego, CA 92122

Party NameBofI Federal Bank
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressSan Diego, CA 92122

Trademark Events


Event DateEvent Description
Monday, June 21, 2021ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Monday, June 21, 2021ABANDONMENT - NO USE STATEMENT FILED
Thursday, December 10, 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, December 9, 2020EXTENSION 5 GRANTED
Thursday, November 12, 2020EXTENSION 5 FILED
Monday, November 23, 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, November 12, 2020TEAS EXTENSION RECEIVED
Thursday, May 14, 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, May 12, 2020EXTENSION 4 GRANTED
Tuesday, May 12, 2020EXTENSION 4 FILED
Tuesday, May 12, 2020TEAS EXTENSION RECEIVED
Tuesday, November 19, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, November 15, 2019EXTENSION 3 GRANTED
Friday, November 15, 2019EXTENSION 3 FILED
Friday, November 15, 2019TEAS EXTENSION RECEIVED
Friday, May 17, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, May 15, 2019EXTENSION 2 GRANTED
Wednesday, May 15, 2019EXTENSION 2 FILED
Wednesday, May 15, 2019TEAS EXTENSION RECEIVED
Saturday, November 17, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, November 15, 2018EXTENSION 1 GRANTED
Thursday, November 15, 2018EXTENSION 1 FILED
Thursday, November 15, 2018TEAS EXTENSION RECEIVED
Wednesday, November 14, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, May 15, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 20, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 20, 2018PUBLISHED FOR OPPOSITION
Wednesday, February 28, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, February 5, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, February 1, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 31, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 31, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, January 19, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, January 19, 2018NON-FINAL ACTION E-MAILED
Friday, January 19, 2018NON-FINAL ACTION WRITTEN
Tuesday, January 16, 2018ASSIGNED TO EXAMINER
Thursday, October 12, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, October 9, 2017NEW APPLICATION ENTERED IN TRAM