| Serial Number | 78528548 |
| Word Mark | FINANCIAL TOOLS SIMPLY BETTER |
| Filing Date | Tuesday, December 7, 2004 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, November 12, 2021 |
| Registration Number | 3128782 |
| Registration Date | Tuesday, August 15, 2006 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 23, 2006 |
| Indication of Colors claimed | The color(s) BLACK AND RED is/are claimed as a feature of the mark. |
| Description of the Colors Claimed | The color black appears in the wording "financial tools simply better" and in the design element. The color red appears in the design element. |
| Disclaimer with Predetermined Text | "Financial" and "Tools" |
| Goods and Services | Computer software for banking and commercial lending purposes, namely a commercial credit analysis software package, providing the user with thorough analysis of a company's financial statements, intended to assist the user with a better understanding of the financial health of a company; a personal tax return and personal financial statement analysis software package provides the user with thorough analysis of an individual's 1040 tax return and personal financial statement, intended to assist the user with a better understanding of the financial health of a single individual; portfolio manager software package provides for complete portfolio reporting on the credit analysis and personal tax return relational database; a loan pricing software that helps lenders price loans for better profitability; a contact management software provides the user with tools to track activities, appointments, reminders, to-do's, sales and expenses; an add-on to the contract management program, providing tickler management tools, namely software used in the commercial banking industry, namely software helps a lender track the timely receipt of recurring financial documents a client is required to provide, during the life of a loan or line of credit |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, November 12, 2021 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, January 1, 2004 |
| First Use In Commerce Date | Thursday, January 1, 2004 |
| Party Name | FINANCIAL TOOLS, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | IRVINE, CA 92614 |
| Party Name | FINANCIAL TOOLS, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | IRVINE, CA 92614 |
| Party Name | FINANCIAL TOOLS, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | IRVINE, CA 92614 |
| Event Date | Event Description |
| Friday, November 12, 2021 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Tuesday, January 28, 2014 | POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED |
| Monday, August 13, 2012 | REGISTERED - SEC. 8 (6-YR) FILED |
| Monday, December 2, 2013 | PAPER RECEIVED |
| Monday, November 25, 2013 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, November 25, 2013 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, July 5, 2013 | PAPER RECEIVED |
| Tuesday, January 8, 2013 | POST REGISTRATION ACTION MAILED - SEC. 8 |
| Monday, August 13, 2012 | REGISTERED - SEC. 8 (6-YR) FILED |
| Tuesday, October 9, 2012 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Wednesday, September 5, 2012 | POST REGISTRATION ACTION MAILED - SEC. 8 |
| Wednesday, September 5, 2012 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, August 13, 2012 | TEAS SECTION 8 RECEIVED |
| Monday, August 13, 2012 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 15, 2006 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 23, 2006 | PUBLISHED FOR OPPOSITION |
| Monday, May 8, 2006 | PAPER RECEIVED |
| Wednesday, May 3, 2006 | NOTICE OF PUBLICATION |
| Monday, April 3, 2006 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, March 31, 2006 | ASSIGNED TO LIE |
| Monday, March 27, 2006 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 7, 2006 | AMENDMENT FROM APPLICANT ENTERED |
| Wednesday, March 1, 2006 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 1, 2006 | PAPER RECEIVED |
| Monday, February 27, 2006 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 6, 2005 | CONTINUATION OF FINAL REFUSAL E-MAILED |
| Tuesday, December 6, 2005 | ACTION CONTINUING A FINAL - COMPLETED |
| Thursday, November 17, 2005 | AMENDMENT FROM APPLICANT ENTERED |
| Thursday, November 3, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 16, 2005 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, November 3, 2005 | PAPER RECEIVED |
| Friday, November 11, 2005 | EXAMINERS AMENDMENT E-MAILED |
| Friday, November 11, 2005 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, October 24, 2005 | EXAMINER'S AMENDMENT ENTERED |
| Friday, October 21, 2005 | CORRESPONDENCE E-MAILED |
| Friday, October 21, 2005 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, October 20, 2005 | AMENDMENT FROM APPLICANT ENTERED |
| Thursday, October 13, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, October 13, 2005 | PAPER RECEIVED |
| Friday, October 14, 2005 | CORRESPONDENCE E-MAILED |
| Friday, October 14, 2005 | FINAL REFUSAL WRITTEN |
| Tuesday, September 27, 2005 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 23, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 23, 2005 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, July 14, 2005 | NON-FINAL ACTION E-MAILED |
| Thursday, July 14, 2005 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 12, 2005 | ASSIGNED TO EXAMINER |
| Thursday, December 16, 2004 | NEW APPLICATION ENTERED IN TRAM |