INVEST4U Trademark

Trademark Overview


On Wednesday, January 8, 2025, a trademark application was filed for INVEST4U with the United States Patent and Trademark Office. The USPTO has given the INVEST4U trademark a serial number of 98945224. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, January 8, 2025. This trademark is owned by PENCHECKS, INC.. The INVEST4U trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; providing automated capabilities for dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and offering analytical reporting, criteria-based messaging, and personalized financial insights
invest4u

General Information


Serial Number98945224
Word MarkINVEST4U
Filing DateWednesday, January 8, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, January 8, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesSoftware as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; providing automated capabilities for dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and offering analytical reporting, criteria-based messaging, and personalized financial insights

Classification Information


International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, January 8, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NamePENCHECKS, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLA MESA, CA 91942

Trademark Events


Event DateEvent Description
Wednesday, January 8, 2025NEW APPLICATION ENTERED