PERSONAL FINANCIAL SNAPSHOT Trademark

Trademark Overview

On Tuesday, September 19, 2017, a trademark application was filed for PERSONAL FINANCIAL SNAPSHOT with the United States Patent and Trademark Office. The USPTO has given the PERSONAL FINANCIAL SNAPSHOT trademark a serial number of 87613907. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, February 2, 2024. This trademark is owned by Live Dream Achieve Tech, LLC. The PERSONAL FINANCIAL SNAPSHOT trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

Computer software for organizing, analyzing, and modeling financial assets and risk management for use by financial advisors
personal financial snapshot

General Information

Serial Number87613907
Word MarkPERSONAL FINANCIAL SNAPSHOT
Filing DateTuesday, September 19, 2017
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, February 2, 2024
Registration Number5613835
Registration DateTuesday, November 20, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesComputer software for organizing, analyzing, and modeling financial assets and risk management for use by financial advisors
Disclaimer with Predetermined Text"PERSONAL FINANCIAL"

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 DateMonday, September 25, 2017
Primary Code009
First Use Anywhere DateSunday, July 15, 2018
First Use In Commerce DateSunday, July 15, 2018

Trademark Owner History

Party NameLive Dream Achieve Tech, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOwasso, OK 74055
Party NameLive Dream Achieve Tech, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOwasso, OK 74055

Trademark Events

Event DateEvent Description
Friday, February 2, 2024NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, February 2, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, February 2, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, November 27, 2023TEAS SECTION 8 RECEIVED
Monday, November 20, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 20, 2018REGISTERED-SUPPLEMENTAL REGISTER
Thursday, October 18, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, October 15, 2018ASSIGNED TO LIE
Friday, September 28, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Thursday, September 27, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, September 27, 2018USE AMENDMENT ACCEPTED
Wednesday, September 26, 2018EXAMINER'S AMENDMENT ENTERED
Wednesday, September 26, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, September 26, 2018EXAMINERS AMENDMENT E-MAILED
Wednesday, September 26, 2018EXAMINERS AMENDMENT -WRITTEN
Tuesday, August 28, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, August 27, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, August 27, 2018TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, August 28, 2018AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, August 28, 2018USE AMENDMENT FILED
Monday, August 27, 2018TEAS AMENDMENT OF USE RECEIVED
Tuesday, February 27, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, February 27, 2018FINAL REFUSAL E-MAILED
Tuesday, February 27, 2018FINAL REFUSAL WRITTEN
Wednesday, January 31, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 31, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 31, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, January 4, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, January 4, 2018NON-FINAL ACTION E-MAILED
Thursday, January 4, 2018NON-FINAL ACTION WRITTEN
Saturday, December 23, 2017ASSIGNED TO EXAMINER
Monday, September 25, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 22, 2017NEW APPLICATION ENTERED

Related Keywords

snapshot financial personal assets risk management advisors modeling software organizing analyzing computer