| Serial Number | 98065301 |
| Word Mark | BREAKTHROUGH INVESTING |
| Filing Date | Thursday, June 29, 2023 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Friday, February 21, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Educational services, namely, conducting classes, seminars, conferences and workshops in the field of financial planning and investment; coaching in the field of financial investment strategies, financial planning, financial valuations of personal property and real estate, and the financial aspects of retirement |
| Description of Mark | The mark consists of a circle with alternating line lengths affixed to and stemming out from the entire circle shape centered above the literal elements "Breakthrough" and "Investing" centered with the word "Breakthrough" located above the word "Investing" located under the circle shape design. |
| Goods and Services | Financial investment analysis and stock research; Financial planning and investment advisory services; providing financial advisory services in the field of investment strategies; providing information regarding financial investment strategies; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Providing information and advice in the field of personal financial planning and financial investments via a website; Providing financial information and advice in the fields of financial planning, financial investments, financial valuations of personal property and real estate, and the financial aspects of retirement via a website; Providing information in the field of financial stock and equity markets; Providing investors with financial information in the field of mortgage investment, investment of funds and financial planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "INVESTING" |
| 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 | Tuesday, August 1, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, August 1, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Matson Money, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Mason, OH 45040 |
| Event Date | Event Description |
| Wednesday, August 2, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, July 3, 2023 | NEW APPLICATION ENTERED |
| Tuesday, August 1, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 14, 2024 | ASSIGNED TO EXAMINER |
| Friday, March 15, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, March 15, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, March 15, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 17, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, June 17, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, September 16, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, September 16, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, September 16, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, October 18, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, October 18, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, October 18, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, January 17, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 17, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, January 18, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 21, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, February 21, 2025 | FINAL REFUSAL WRITTEN |
| Friday, February 21, 2025 | FINAL REFUSAL E-MAILED |