| Serial Number | 86384372 |
| Word Mark | INVESTING MADE BETTER |
| Filing Date | Wednesday, September 3, 2014 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, September 27, 2021 |
| Registration Number | 4767536 |
| Registration Date | Tuesday, July 7, 2015 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 21, 2015 |
| Goods and Services | Providing automated and customized personal financial management services, namely, user-directed management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting; Financial services, namely, investment advisory services; securities brokerage services; online financial planning services; online financial valuations, information, research and investment recommendations |
| Goods and Services | Providing on-line, non-downloadable, interactive software for managing investments; Providing on-line, non-downloadable, interactive software and applications for use in financial planning and management of investments and retirement savings |
| 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 | Saturday, September 13, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 1, 2014 |
| First Use In Commerce Date | Monday, September 1, 2014 |
| 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 | Saturday, September 13, 2014 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, September 1, 2014 |
| First Use In Commerce Date | Monday, September 1, 2014 |
| Party Name | Betterment Holdings, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10010 |
| Party Name | Betterment Holdings, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010 |
| Party Name | Betterment Holdings, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010 |
| Event Date | Event Description |
| Wednesday, January 7, 2015 | NON-FINAL ACTION WRITTEN |
| Saturday, September 6, 2014 | NEW APPLICATION ENTERED |
| Saturday, September 13, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 15, 2014 | ASSIGNED TO EXAMINER |
| Wednesday, January 7, 2015 | NON-FINAL ACTION E-MAILED |
| Wednesday, January 7, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 23, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Monday, February 23, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, February 23, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Monday, February 23, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, March 16, 2015 | ASSIGNED TO LIE |
| Wednesday, April 1, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 21, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 21, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 7, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 7, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, June 14, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, February 23, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 17, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, January 31, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 5, 2017 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
| Wednesday, December 11, 2019 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, December 11, 2019 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, September 27, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Sunday, July 7, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, September 27, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, September 27, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |