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 PUBLISHED FOR OPPOSITION as of Tuesday, November 18, 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:

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

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
invest4you

General Information


Serial Number98945323
Word MarkINVEST4YOU
Filing DateWednesday, January 8, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, November 18, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 18, 2025

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; 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
Goods and ServicesDownloadable 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 MarkINVEST FOR YOU; INVEST FOUR YOU; INVEST 4 YOU; INVESTFOURYOU; INVESTFORYOU

Classification Information


International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateTuesday, September 30, 2025
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

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 DateTuesday, September 30, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NamePENCHECKS, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressLA MESA, CA 91942

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
Thursday, June 5, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, June 17, 2025ASSIGNED TO EXAMINER
Tuesday, July 1, 2025NON-FINAL ACTION WRITTEN
Tuesday, July 1, 2025NON-FINAL ACTION E-MAILED
Tuesday, July 1, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, September 30, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 30, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 30, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 30, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 30, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 8, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 16, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 12, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 18, 2025PUBLISHED FOR OPPOSITION
Tuesday, November 18, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED