BREAKTHROUGH INVESTING Trademark

Trademark Overview


On Thursday, June 29, 2023, a trademark application was filed for BREAKTHROUGH INVESTING with the United States Patent and Trademark Office. The USPTO has given the BREAKTHROUGH INVESTING trademark a serial number of 98065301. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, March 15, 2024. This trademark is owned by Matson Money, Inc.. The BREAKTHROUGH INVESTING trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Educational services, namely, conducting classes, seminars, conferences and workshops in the field of financial planning and investment

Financial investment analysis and stock research; Financial planning and investment advisory services; Financial planning, namely, coaching and providing information for the creation of 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 information, advice and coaching in the fields of financial planning, financial investments, financial valuations of personal property and real estate, and the financial aspects of retirement; 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
breakthrough investing

General Information


Serial Number98065301
Word MarkBREAKTHROUGH INVESTING
Filing DateThursday, June 29, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, March 15, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational services, namely, conducting classes, seminars, conferences and workshops in the field of financial planning and investment
Description of MarkThe 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 ServicesFinancial investment analysis and stock research; Financial planning and investment advisory services; Financial planning, namely, coaching and providing information for the creation of 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 information, advice and coaching in the fields of financial planning, financial investments, financial valuations of personal property and real estate, and the financial aspects of retirement; 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 claimedColor is not claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 1, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, August 1, 2023
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameMatson Money, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMason, OH 45040

Trademark Events


Event DateEvent Description
Monday, July 3, 2023NEW APPLICATION ENTERED
Thursday, March 14, 2024ASSIGNED TO EXAMINER
Tuesday, August 1, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, August 2, 2023NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, March 15, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 15, 2024NON-FINAL ACTION WRITTEN
Friday, March 15, 2024NON-FINAL ACTION E-MAILED
Monday, June 17, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Monday, June 17, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED