| Serial Number | 87114050 |
| Word Mark | FUTUREADVISOR |
| Filing Date | Saturday, July 23, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Saturday, August 26, 2023 |
| Registration Number | 5164891 |
| Registration Date | Tuesday, March 21, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 3, 2017 |
| Goods and Services | [Computer software and downloadable mobile applications for use by those who render financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; computer software and downloadable mobile applications used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning] |
| Pseudo Mark | FUTURE ADVISOR |
| Goods and Services | Temporary use of on-line non-downloadable computer software, web applications, and platforms in the field of financial services for collecting, analyzing, organizing, storing and transmitting data and information in connection with providing risk management, financial information, financial management, securities trading, investment management services, and retirement planning |
| 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 | Thursday, July 28, 2016 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, January 1, 2015 |
| First Use In Commerce Date | Thursday, January 1, 2015 |
| 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 | Thursday, July 28, 2016 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, March 1, 2012 |
| First Use In Commerce Date | Thursday, March 1, 2012 |
| Party Name | FUTUREADVISOR, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | SAN FRANCISCO, CA 94105 |
| Party Name | FUTUREADVISOR, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | SAN FRANCISCO, CA 94105 |
| Party Name | FUTUREADVISOR, INC. |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | SAN FRANCISCO, CA 94105 |
| Party Name | Xulu, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Event Date | Event Description |
| Saturday, August 26, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, August 26, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, August 26, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, February 27, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, March 21, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 21, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 3, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 3, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 14, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 29, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, November 19, 2016 | ASSIGNED TO LIE |
| Friday, November 4, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 4, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Friday, November 4, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, November 4, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Friday, November 4, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, November 2, 2016 | ASSIGNED TO EXAMINER |
| Wednesday, October 19, 2016 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, July 29, 2016 | NOTICE OF PSEUDO MARK E-MAILED |
| Thursday, July 28, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, July 27, 2016 | NEW APPLICATION ENTERED |