| Serial Number | 87316430 |
| Word Mark | FINANCIAL FORMULA |
| Filing Date | Friday, January 27, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, November 15, 2024 |
| Registration Number | 5460068 |
| Registration Date | Tuesday, May 1, 2018 |
| Mark Drawing | 4 - 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 |
| NOT AVAILABLE | "FINANCIAL" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, November 15, 2024 |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, November 15, 2024 |
| 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 |
| Wednesday, April 26, 2017 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Tuesday, January 31, 2017 | NEW APPLICATION ENTERED |
| Tuesday, January 31, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 24, 2017 | ASSIGNED TO EXAMINER |
| 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 |
| Wednesday, June 14, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 14, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 15, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, June 15, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, March 17, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Saturday, March 17, 2018 | SOU EXTENSION 1 FILED |
| Saturday, March 17, 2018 | USE AMENDMENT FILED |
| Monday, March 26, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, July 5, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 25, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 25, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 19, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, November 22, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Saturday, March 17, 2018 | SOU TEAS EXTENSION RECEIVED |
| Monday, March 26, 2018 | SOU EXTENSION 1 GRANTED |
| Monday, March 26, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, March 27, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, May 1, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, May 1, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Saturday, April 27, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Saturday, April 27, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Saturday, April 27, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Saturday, April 27, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, March 26, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, March 27, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Saturday, April 27, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Saturday, April 27, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, November 15, 2024 | CANCELLED SEC. 8 (6-YR) |