| Serial Number | 99488327 |
| Word Mark | INVESTMENT CHECKUP |
| Filing Date | Monday, November 10, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, November 10, 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 |
| Goods and Services | Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information, for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for accessing deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions through linking accounts, accessing accounts and financial databases, analyzing financial data, generating predictions and forecasts being used to provide financial advice based on such data, and providing data-driven recommendations; Providing temporary use of online non-downloadable software and applications for configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for online bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for financial planning and management, investment portfolio construction, and retirement planning and related applications being accessed by the user for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of online non-downloadable software and applications for tax planning and tax-related applications being used to calculate taxes; Enabling computer software and application hosting services, namely, hosting software programs and applications for use by others for managing, organizing, and sharing financial and investment data on a global computer network.; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Computer security consultancy being monitoring of computer systems for security purposes, namely, provide monitoring of broker, credit card and other financial accounts for security and identity threats; Computer security consultancy being providing financial fraud and identity theft protection services. |
| Goods and Services | Downloadable computer software and computer application software for use in budgeting, managing money, and recording and tracking financial transactions for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers being used for financial transaction processing and management; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for being used for managing financial records; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers being used for managing payments, expenses and billing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers being used for the electronic exchange and management of financial, investing, and personal net worth data; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information.; Downloadable computer software and computer application software being used for accessing databases, providing data analysis, creating data models, adjusting portfolio parameters, and providing recommendations based upon the foregoing for use on desktop computers, laptops, computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio construction, portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for online security and authentication, namely, account and identity management, security measures, and electronic safeguards protecting online accounts |
| 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 | Monday, November 10, 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 | Monday, November 10, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Empower Annuity Insurance Company of America |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Greenwood Village, CO 80111 |
| Event Date | Event Description |
| Monday, November 10, 2025 | NEW APPLICATION ENTERED |
| Monday, November 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, November 10, 2025 | APPLICATION FILING RECEIPT MAILED |