| Serial Number | 98151015 |
| Word Mark | COLLABORATIVE IMPACT |
| Filing Date | Friday, August 25, 2023 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, November 5, 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, November 5, 2024 |
| Goods and Services | Downloadable mobile applications for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra- high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software comprising a comprehensive database management system of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable software featuring computer software for appointment scheduling; Downloadable software featuring computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Downloadable software featuring computer software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and transferring data and information; Downloadable software featuring computer software for business management, customer relationship management, document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business communications; Downloadable software featuring computer software for business management, operations and data analysis; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for users to post, upload, view and share data, information and multimedia content; Downloadable software featuring computer software for enabling communication between users on community sites on the Internet; Downloadable software featuring computer software for real-time transmission of data, messages, location information, pictures, link information and texts; Downloadable software featuring computer software for programs in data networks for accessing on-line databases; Downloadable software featuring computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; Downloadable software featuring computer software for use in tracking habits and goals; downloadable computer programs and downloadable computer software for machine-learning based language and speech processing software; downloadable computer chatbot software for simulating conversations; downloadable computer programs and downloadable computer software for creating and generating text |
| Goods and Services | Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families; Family office services, namely, financial advisory and consultancy services in the field of financial planning for families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; financial advice relating to tax |
| Goods and Services | Family succession planning, namely, family business succession planning; business transition planning, namely, business succession planning, providing employment counseling information on how to successfully transition jobs; tax planning; Family office business services, namely, providing business management and business consulting services for family offices; Family office business administration services; philanthropy consultation related to taxation planning; tax and taxation planning, advice, information, and consultancy services |
| Goods and Services | Software as a service (SAAS) services featuring software for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; Software as a service (SAAS) services featuring software comprising a comprehensive database management system of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring online non-downloadable computer software for appointment scheduling; Software as a service (SAAS) services featuring online non-downloadable computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Software as a service (SAAS) services featuring online non-downloadable computer software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and transferring data and information; Providing Software-as-a-Service (SaaS) services featuring online, non-downloadable software for business management, customer relationship management, document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business communications; Software as a service (SAAS) services featuring software for business management, operations and data analysis; Providing temporary use of a non-downloadable web application for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Platform as a service (PAAS) featuring computer software platforms for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing a website featuring non-downloadable software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing temporary use of non-downloadable computer software which enables Internet users to post, upload, view and share data, information and multimedia content; provision of online non-downloadable computer software for enabling communication between users on community sites on the Internet; providing online non-downloadable computer software for real-time transmission of data, messages, location information, pictures, link information and texts; provision of online non-downloadable computer software programs in data networks for accessing on-line databases; providing temporary use of non- downloadable computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; software as a service (SaaS) featuring software for use in tracking habits and goals; providing on-line temporary use of non-downloadable software for use in tracking habits and goals; provision of computer programs in data networks, namely, providing online non-downloadable software for use in tracking habits and goals; providing online non-downloadable computer programs for machine-learning based language and speech processing software; online non-downloadable computer chatbot software for simulating conversations; providing online non-downloadable computer programs for creating and generating text |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 21, 2023 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 21, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, September 21, 2023 |
| 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, September 21, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Way2b1.com, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
| Party Name | Way2b1.com, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
| Event Date | Event Description |
| Tuesday, August 29, 2023 | NEW APPLICATION ENTERED |
| Thursday, September 21, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, April 25, 2024 | ASSIGNED TO EXAMINER |
| Friday, April 26, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, April 26, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 26, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, July 26, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 26, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 29, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, August 13, 2024 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Monday, September 9, 2024 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Friday, April 26, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, September 10, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, September 10, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 10, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 16, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 5, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 5, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 10, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 10, 2024 | EXAMINER'S AMENDMENT ENTERED |