| Serial Number | 97806908 |
| Word Mark | INTELLISTEPS |
| Filing Date | Wednesday, February 22, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 25, 2024 |
| Registration Number | 7425248 |
| Registration Date | Tuesday, June 25, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 9, 2024 |
| Goods and Services | Education services, namely, conducting programs and providing non-downloadable webinars in the field of financial planning. |
| Goods and Services | Downloadable mobile application for creating personalized financial plans, for account aggregation, for providing access to financial articles and videos, for providing access to financial planners, and for providing access to financial challenges |
| Goods and Services | Printed educational publications, namely, hand-outs in the field of financial planning |
| Goods and Services | Financial planning services featuring consulting services in the field of employee benefit plans concerning insurance and finance |
| 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, March 13, 2023 |
| Primary Code | 009 |
| First Use Anywhere Date | Sunday, January 15, 2023 |
| First Use In Commerce Date | Sunday, January 15, 2023 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 13, 2023 |
| Primary Code | 016 |
| First Use Anywhere Date | Monday, January 9, 2023 |
| First Use In Commerce Date | Monday, January 9, 2023 |
| 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, March 13, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 6, 2023 |
| First Use In Commerce Date | Friday, January 6, 2023 |
| 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 | Monday, March 13, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Friday, January 6, 2023 |
| First Use In Commerce Date | Friday, January 6, 2023 |
| Party Name | intellicents investment solutions inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Albert Lea, MN 56007 |
| Party Name | intellicents investment solutions inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Albert Lea, MN 56007 |
| Party Name | intellicents investment solutions inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Albert Lea, MN 56007 |
| Event Date | Event Description |
| Saturday, February 25, 2023 | NEW APPLICATION ENTERED |
| Monday, March 13, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, November 20, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, November 22, 2023 | NON-FINAL ACTION WRITTEN |
| Wednesday, November 22, 2023 | NON-FINAL ACTION E-MAILED |
| Wednesday, November 22, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 21, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 21, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 21, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, March 2, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, March 2, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Saturday, March 2, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Saturday, March 2, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, March 2, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 20, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 9, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 9, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 25, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 25, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |