| Serial Number | 85426712 |
| Word Mark | DAILY CAPITAL |
| Filing Date | Tuesday, September 20, 2011 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, August 21, 2023 |
| Registration Number | 4366693 |
| Registration Date | Tuesday, July 16, 2013 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 30, 2013 |
| Amendment to a Registration/Renewal Certificate | Page 1, lines 2-3 is deleted, and "1 Circle Star Way, Suite 189, San Carlos, CA 94070" is inserted. |
| Goods and Services | Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting; [Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; ] Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services; [ computer software and applications for trading securities; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for managing financial records; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; ] Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; [ Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; Authentication software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts ] |
| Certificate of Correction for Registration | In the statement, page 1, line 1, "California" should be deleted, and "Delaware" should be inserted. |
| Goods and Services | [ Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking accounts, ATM and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; ] Provision of financial information; [ Providing financial management services via computer and communication networks; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; Providing bill payment and processing services via computer and communication networks; Electronic processing and transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Retirement plan administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; ] Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | [ Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; ] Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; [ Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications; Providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing ] |
| Disclaimer with Predetermined Text | "CAPITAL" |
| 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 | Friday, September 23, 2011 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, July 29, 2011 |
| First Use In Commerce Date | Friday, July 29, 2011 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, September 23, 2011 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, July 29, 2011 |
| First Use In Commerce Date | Friday, July 29, 2011 |
| 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 | Friday, September 23, 2011 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, July 29, 2011 |
| First Use In Commerce Date | Friday, July 29, 2011 |
| Party Name | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | GREENWOOD VILLAGE, CO 80111 |
| Party Name | Personal Capital Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Carlos, CA 94070 |
| Party Name | Personal Capital Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Redwood City, CA 94063 |
| Party Name | Personal Capital Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Redwood City, CA 94063 |
| Event Date | Event Description |
| Monday, August 21, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Monday, August 21, 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, August 21, 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, August 21, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, March 8, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, February 3, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, July 16, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, August 25, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, August 25, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, August 25, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, May 11, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, May 11, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, May 11, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, May 11, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, May 11, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, October 18, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, October 18, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, August 17, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, July 8, 2019 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, April 17, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, April 17, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, July 17, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, July 16, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 14, 2016 | AMENDMENT UNDER SECTION 7 ¿ PROCESSED |
| Tuesday, June 14, 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, April 13, 2016 | TEAS SECTION 7 REQUEST RECEIVED |
| Saturday, January 16, 2016 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Saturday, January 16, 2016 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, April 22, 2014 | CORRECTION UNDER SECTION 7 ¿ PROCESSED |
| Thursday, April 17, 2014 | SEC 7 REQUEST FILED |
| Tuesday, April 22, 2014 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, April 17, 2014 | TEAS SECTION 7 REQUEST RECEIVED |
| Tuesday, July 16, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 30, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 30, 2013 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 10, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, March 22, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, March 14, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 14, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, March 14, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 14, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 14, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, February 23, 2013 | NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED |
| Saturday, February 23, 2013 | ACTION DENYING REQ FOR RECON E-MAILED |
| Saturday, February 23, 2013 | ACTION CONTINUING FINAL - COMPLETED |
| Friday, February 1, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 1, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, January 31, 2013 | ASSIGNED TO LIE |
| Tuesday, January 29, 2013 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, August 1, 2012 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, August 1, 2012 | FINAL REFUSAL E-MAILED |
| Wednesday, August 1, 2012 | FINAL REFUSAL WRITTEN |
| Tuesday, July 10, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 9, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 9, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, January 10, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, January 10, 2012 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 10, 2012 | NON-FINAL ACTION WRITTEN |
| Wednesday, January 4, 2012 | ASSIGNED TO EXAMINER |
| Friday, September 23, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, September 23, 2011 | NEW APPLICATION ENTERED |