| Serial Number | 98945224 |
| Word Mark | INVEST4U |
| Filing Date | Wednesday, January 8, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, November 18, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 18, 2025 |
| Pseudo Mark | INVEST 4 U; INVEST FOR U; INVEST FOUR U; INVEST 4 YOU; INVEST FOR U; INVEST FOUR YOU |
| Goods and Services | 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; Software as a service (SAAS) services featuring software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; Software as a service (SAAS) services featuring software for providing analytical reporting, criteria-based messaging, and personalized financial insights |
| 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 | Wednesday, January 8, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | PENCHECKS, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | LA MESA, CA 91942 |
| Party Name | PENCHECKS, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | LA MESA, CA 91942 |
| Event Date | Event Description |
| Wednesday, January 8, 2025 | NEW APPLICATION ENTERED |
| Thursday, June 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 17, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, July 1, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 1, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 1, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, September 30, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 30, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 8, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 15, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 12, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 18, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 18, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |