| Serial Number | 97975740 |
| Word Mark | PERSONAL STRATEGY+ |
| Filing Date | Friday, November 5, 2021 |
| Status | 731 - SECOND EXTENSION - GRANTED |
| Status Date | Thursday, September 12, 2024 |
| 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 | Tuesday, July 18, 2023 |
| Goods and Services | Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; downloadable computer software and applications for trading securities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer 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 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 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 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 for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer 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 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 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 computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities |
| Goods and Services | Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning |
| Pseudo Mark | PERSONAL STRATEGY PLUS |
| Goods and Services | Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; 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, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. financial administration of Retirement plans administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing economic information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance |
| Goods and Services | Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; 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 nondownloadable software and applications for 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 performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; 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, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; monitoring of computer systems for security purposes, namely, computer security services for protecting banking, broker, credit card, and other financial account data and information from unauthorized access; electronic monitoring of personally identifying information to detect identity theft via the Internet |
| 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 | Wednesday, June 14, 2023 |
| 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 | Wednesday, June 14, 2023 |
| Primary Code | 016 |
| 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 | Wednesday, June 14, 2023 |
| 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 | Wednesday, June 14, 2023 |
| 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 | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | GREENWOOD VILLAGE, CO 80111 |
| Party Name | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | GREENWOOD VILLAGE, CO 80111 |
| Party Name | Great-West Life & Annuity Insurance Company |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | GREENWOOD VILLAGE, CO 80111 |
| Event Date | Event Description |
| Thursday, February 10, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, November 9, 2021 | NEW APPLICATION ENTERED |
| Tuesday, November 16, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 3, 2022 | ASSIGNED TO EXAMINER |
| Thursday, February 10, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, February 10, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 19, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 19, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 19, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 7, 2022 | FINAL REFUSAL WRITTEN |
| Friday, October 7, 2022 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, October 7, 2022 | FINAL REFUSAL E-MAILED |
| Friday, November 25, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, April 7, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Friday, April 7, 2023 | DIVISIONAL REQUEST RECEIVED |
| Friday, April 7, 2023 | EXPARTE APPEAL RECEIVED AT TTAB |
| Friday, April 7, 2023 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Friday, April 7, 2023 | EX PARTE APPEAL-INSTITUTED |
| Friday, April 7, 2023 | TEAS REQUEST TO DIVIDE RECEIVED |
| Friday, May 19, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, May 22, 2023 | DIVISIONAL PROCESSING COMPLETE |
| Wednesday, June 14, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, June 14, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 14, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 14, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 14, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 28, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 18, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 12, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, March 12, 2024 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, July 18, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, September 12, 2024 | SOU TEAS EXTENSION RECEIVED |
| Thursday, September 12, 2024 | SOU EXTENSION 2 FILED |
| Thursday, September 12, 2024 | SOU EXTENSION 2 GRANTED |
| Thursday, September 12, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, March 13, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, March 12, 2024 | SOU EXTENSION 1 FILED |
| Tuesday, March 12, 2024 | SOU EXTENSION 1 GRANTED |