INVEST4YOU Trademark
Trademark Overview
On Wednesday, January 8, 2025, a trademark application was filed for INVEST4YOU with the United States Patent and Trademark Office. The USPTO has given the INVEST4YOU trademark a serial number of 98945323. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, September 30, 2025. This trademark is owned by PENCHECKS, INC.. The INVEST4YOU trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories with the following description:
Downloadable and recorded software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and Downloadable and recorded software for providing analytical reporting, criteria-based messaging, and personalized financial insights
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; and Software as a service (SAAS) services featuring software for providing analytical reporting, criteria-based messaging, and personalized financial insights
General Information
| Serial Number | 98945323 |
| Word Mark | INVEST4YOU |
| Filing Date | Wednesday, January 8, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Tuesday, September 30, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Downloadable and recorded software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and Downloadable and recorded software for providing analytical reporting, criteria-based messaging, and personalized financial insights |
| Pseudo Mark | INVEST FOUR YOU |
| Pseudo Mark | INVEST FOR 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; and Software as a service (SAAS) services featuring software for providing analytical reporting, criteria-based messaging, and personalized financial insights |
Classification Information
| 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 | Tuesday, September 30, 2025 |
| Primary Code | 009 |
| 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 | Tuesday, September 30, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | PENCHECKS, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | LA MESA, CA 91942 |
Trademark Events
| 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 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 1, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, September 30, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 30, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 30, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 30, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 8, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, September 30, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 1, 2025 | NON-FINAL ACTION E-MAILED |
