| Serial Number | 97278859 |
| Word Mark | FINLITI INVESTOR PROFILE INDICATOR |
| Filing Date | Tuesday, February 22, 2022 |
| Status | 653 - SUSPENSION LETTER - MAILED |
| Status Date | Saturday, January 27, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Downloadable computer and mobile application software consisting of learning modules, games and questionnaires in the fields of investing and managing personal finances; downloadable computer and mobile application software for use in providing customized behavioral financial advice; downloadable computer and mobile application software for creating investor personality profiles; downloadable computer and mobile application software for providing information in the field of finance, securities trading, investments, and securities brokerage; downloadable computer and mobile application software for use in accessing and managing financial investments; downloadable computer and mobile application software for financial asset management, portfolio management, discretionary portfolio management, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, and financial planning for retirement; downloadable computer and mobile application software for portfolio allocation, for portfolio monitoring and rebalancing, client document signing, client onboarding, and client management; downloadable computer and mobile application software for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities and equities; downloadable computer and mobile application software consisting of questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis |
| Goods and Services | Financial and investment services, namely, financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; financial asset management, management of portfolios comprising securities, discretionary management of portfolios comprising securities, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement; financial securities and commodity trading services for others; margin lending, namely, money lending that allows the borrower to invest the money; financial services, namely, brokerage and trading services for securities, stocks, bonds, capital investments, commodities and equities; financial investment brokerage services; electronic financial trading services; providing web-based, automated and customized personal financial management services for others, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; providing information in the fields of investment and finance over computer networks and global communication networks; financial information provided by electronic means in the field of finance, securities trading, investments, securities brokerage |
| Disclaimer with Predetermined Text | "INVESTOR PROFILE INDICATOR" |
| Goods and Services | Software as a service (SaaS) services featuring questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis; providing online non-downloadable computer and mobile application software consisting of learning modules, games and questionnaires in the fields of investing and managing personal finances; providing online non-downloadable computer and mobile application software for use in providing customized behavioral financial advice; providing online non-downloadable computer and mobile application software for creating investor personality profiles; providing online non-downloadable computer and mobile application software for providing information in the field of finance, securities trading, investments, and securities brokerage; providing online non- downloadable computer and mobile application software for use in accessing and managing financial investments; providing online non-downloadable computer and mobile application software for financial asset management, portfolio management, discretionary portfolio management, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, and financial planning for retirement; providing online non-downloadable computer and mobile application software for portfolio allocation, for portfolio monitoring and rebalancing, client document signing, client onboarding, and client management; providing online non-downloadable computer and mobile application software for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities and equities; providing online non-downloadable computer and mobile application software consisting of questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis |
| 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 | Monday, February 28, 2022 |
| Primary Code | 009 |
| 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 | Monday, February 28, 2022 |
| 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 | Monday, February 28, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | FINLITI CORPORATION |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto, Ontario M5E0A5 CA |
| Event Date | Event Description |
| Saturday, January 27, 2024 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Saturday, January 27, 2024 | LETTER OF SUSPENSION E-MAILED |
| Saturday, January 27, 2024 | SUSPENSION LETTER WRITTEN |
| Thursday, January 18, 2024 | ASSIGNED TO EXAMINER |
| Friday, January 5, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 8, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 8, 2023 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Thursday, June 8, 2023 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, June 8, 2023 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Sunday, March 19, 2023 | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED |
| Sunday, March 19, 2023 | INQUIRY TO SUSPENSION E-MAILED |
| Sunday, March 19, 2023 | SUSPENSION INQUIRY WRITTEN |
| Saturday, September 17, 2022 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Saturday, September 17, 2022 | LETTER OF SUSPENSION E-MAILED |
| Saturday, September 17, 2022 | SUSPENSION LETTER WRITTEN |
| Friday, September 16, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 16, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 16, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, May 4, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 4, 2022 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 4, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 3, 2022 | ASSIGNED TO EXAMINER |
| Monday, February 28, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 25, 2022 | NEW APPLICATION ENTERED |