| Serial Number | 88673893 |
| Word Mark | P |
| Filing Date | Wednesday, October 30, 2019 |
| Status | 734 - FIFTH EXTENSION - GRANTED |
| Status Date | Thursday, April 18, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 24, 2021 |
| Description of Mark | The mark consists of a stylized lower-case letter "P" in white inside a stylized square design in blue. |
| Goods and Services | Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software 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 for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and applications for trading securities; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers 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 for managing banking transactions, checks, savings, 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 used for the electronic exchange and management of financial, banking, 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 maintaining, managing and reporting financial information and investment portfolios; 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 for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, namely, account and identity management, and implementing security measures and electronic safeguards for protecting online accounts |
| Goods and Services | Printed materials, namely, accounting and financial forms, bank checks, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning |
| Goods and Services | Providing web-based, automated and customized personal financial management services, namely, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a web site featuring financial information used to track consumer financial accounts and balances, track spending and personal budgets, and to retrieve and display data from third party financial and investment web sites on one consolidated view; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking account services, ATM banking and debit card transaction processing, and bank transaction monitoring, bill payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Providing online banking service; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Retirement plan financial administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; financial management services related to the management of customized collections of individual securities portfolios comprising stocks, exchange traded funds and securities, namely, financial portfolio management and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor |
| Indication of Colors claimed | The color(s) blue and white is/are claimed as a feature of the mark. |
| Goods and Services | Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications |
| Goods and Services | Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investment, and retirement planning which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in tax planning; Providing online, non-downloadable software for use in 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, banking, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Providing temporary use of non-downloadable computer software for transaction order entry, directing and order confirmation to consumers all in the field of investing; monitoring of computer systems for security purposes, namely, monitoring computer systems for detecting unauthorized access or data breach in relation to bank, broker, credit card and other financial accounts; electronic monitoring of personally identifying information to detect identity theft via the internet in relation to bank, broker, credit card and other financial 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 | Sunday, November 3, 2019 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, November 3, 2019 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, November 3, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Sunday, November 3, 2019 |
| Primary Code | 036 |
| 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 | Sunday, November 3, 2019 |
| 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 | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | GREENWOOD VILLAGE, CO 80111 |
| Party Name | Personal Capital Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Redwood City, CA 94065 |
| Party Name | Personal Capital Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Redwood City, CA 94065 |
| Event Date | Event Description |
| Saturday, November 2, 2019 | NEW APPLICATION ENTERED |
| Sunday, November 3, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 5, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, February 4, 2020 | ASSIGNED TO EXAMINER |
| Friday, February 7, 2020 | NON-FINAL ACTION WRITTEN |
| Friday, February 7, 2020 | NON-FINAL ACTION E-MAILED |
| Friday, February 7, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, August 7, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, August 7, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, August 7, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 31, 2020 | FINAL REFUSAL WRITTEN |
| Monday, August 31, 2020 | FINAL REFUSAL E-MAILED |
| Monday, August 31, 2020 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, March 15, 2021 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Monday, March 15, 2021 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Monday, March 15, 2021 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Tuesday, May 11, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, May 11, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, May 11, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, May 17, 2021 | TEAS PETITION TO REVIVE RECEIVED |
| Monday, May 17, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, May 19, 2021 | EXPARTE APPEAL RECEIVED AT TTAB |
| Monday, June 7, 2021 | ASSIGNED TO PETITION STAFF |
| Thursday, June 10, 2021 | PETITION GRANTED - RESPONSE RECEIVED |
| Thursday, June 10, 2021 | ASSIGNED TO LIE |
| Thursday, June 10, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 10, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, June 10, 2021 | NOTICE OF REVIVAL - E-MAILED |
| Tuesday, June 15, 2021 | EXPARTE APPEAL RECEIVED AT TTAB |
| Thursday, June 17, 2021 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Thursday, June 17, 2021 | EX PARTE APPEAL-INSTITUTED |
| Saturday, July 17, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 4, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 24, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 24, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, August 25, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, August 25, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, August 25, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, August 26, 2021 | EXPARTE APPEAL TERMINATED |
| Tuesday, October 19, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, April 11, 2022 | SOU TEAS EXTENSION RECEIVED |
| Monday, April 11, 2022 | SOU EXTENSION 1 FILED |
| Monday, April 11, 2022 | SOU EXTENSION 1 GRANTED |
| Wednesday, April 13, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, October 19, 2022 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, October 19, 2022 | SOU EXTENSION 2 FILED |
| Wednesday, October 19, 2022 | SOU EXTENSION 2 GRANTED |
| Friday, October 21, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, March 8, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, April 19, 2023 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, April 19, 2023 | SOU EXTENSION 3 FILED |
| Wednesday, April 19, 2023 | SOU EXTENSION 3 GRANTED |
| Friday, April 21, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, June 29, 2023 | ASSIGNED TO EXAMINER |
| Thursday, October 19, 2023 | SOU TEAS EXTENSION RECEIVED |
| Thursday, October 19, 2023 | SOU EXTENSION 4 FILED |
| Thursday, October 19, 2023 | SOU EXTENSION 4 GRANTED |
| Saturday, October 21, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, April 18, 2024 | SOU TEAS EXTENSION RECEIVED |
| Thursday, April 18, 2024 | SOU EXTENSION 5 FILED |
| Thursday, April 18, 2024 | SOU EXTENSION 5 GRANTED |
| Friday, April 19, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |