| Serial Number | 87316424 |
| Word Mark | FINANCIAL CONNECTION |
| Filing Date | Friday, January 27, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 23, 2018 |
| Registration Number | 5590965 |
| Registration Date | Tuesday, October 23, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 25, 2017 |
| Goods and Services | Education services in the field of financial wellness, namely, providing online instruction and online tutorials related to debt elimination, retirement savings, 401(k) plans, and personal finance, all of the foregoing being for educational purposes |
| Goods and Services | Providing financial information in the nature of financial wellness information via a web site, namely, providing financial information related to debt elimination, retirement savings, 401(k) plans, and personal finance |
| Disclaimer with Predetermined Text | "FINANCIAL" |
| 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, June 15, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 25, 2017 |
| First Use In Commerce Date | Wednesday, January 25, 2017 |
| 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, January 31, 2017 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, January 25, 2017 |
| First Use In Commerce Date | Wednesday, January 25, 2017 |
| Party Name | HEALTHEQUITY RETIREMENT SERVICES |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | DRAPER, UT 84020 |
| Party Name | HEALTHEQUITY RETIREMENT SERVICES |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | DRAPER, UT 84020 |
| Party Name | BENEFITGUARD, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Orem, UT 84097 |
| Party Name | BENEFITGUARD, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Orem, UT 84097 |
| Event Date | Event Description |
| Monday, October 23, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, October 23, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, September 20, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, September 19, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, March 19, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, March 17, 2018 | USE AMENDMENT FILED |
| Tuesday, March 27, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, March 26, 2018 | SOU EXTENSION 1 GRANTED |
| Saturday, March 17, 2018 | SOU EXTENSION 1 FILED |
| Monday, March 26, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Saturday, March 17, 2018 | SOU TEAS EXTENSION RECEIVED |
| Saturday, March 17, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, November 22, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, September 19, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 25, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 25, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 5, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, June 15, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, June 15, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 14, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 14, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 26, 2017 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, April 26, 2017 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, April 26, 2017 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Wednesday, April 26, 2017 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Monday, April 24, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, January 31, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 31, 2017 | NEW APPLICATION ENTERED |