| Serial Number | 98253787 |
| Word Mark | SHEP |
| Filing Date | Friday, November 3, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, September 17, 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 23, 2024 |
| Goods and Services | Computer software platforms, downloadable, for establishing managed personal investment accounts; Computer software platforms, downloadable, for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Downloadable computer application software for desktop computers, laptop computers, tablets, and mobile phones, namely, software for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing; Downloadable computer application software for desktop computers, laptop computers, tablets, and mobile phones, namely, software for establishing managed personal investment accounts; Downloadable computer application software for desktop computers, laptop computers, tablets, and mobile phones, namely, software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Downloadable computer software for producing financial models; Downloadable computer software, namely, an electronic financial platform that accommodates multiple types of payment and debt transactions in an integrated mobile phone, PDA, and web-based environment; Downloadable computer software for the collection, editing, organizing, modifying, book marking, transmission, storage, and sharing of data and information; Downloadable computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface; Downloadable database management software for use by financial advisors |
| Pseudo Mark | SYSTEMATIC HEDGING FOR ENHANCED PERFORMANCE |
| Goods and Services | Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means in the field of management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts; Investment services, namely, asset acquisition, consultation, development and management services; Strategic financial advisory services; Financial investment brokerage services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others |
| Goods and Services | Platform as a service (PAAS) featuring computer software platforms for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing a website featuring non-downloadable software using artificial intelligence for managing and monitoring personal financial and investment accounts; Providing on-line non-downloadable software for news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing on-line non-downloadable software for establishing managed personal investment accounts; Providing on-line non-downloadable software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing online non-downloadable computer software platforms for managing, monitoring and creating reports for personal financial and investment accounts; Providing temporary use of non-downloadable cloud-based software for establishing managed personal investment accounts; Software as a service (SAAS) services featuring software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data |
| 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 | Friday, November 3, 2023 |
| Primary Code | 009 |
| 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 | Friday, November 3, 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 | Friday, November 3, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Fair Oaks Ranch, TX 78015 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Fair Oaks Ranch, TX 78015 |
| Event Date | Event Description |
| Friday, November 3, 2023 | NEW APPLICATION ENTERED |
| Monday, January 22, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 13, 2024 | ASSIGNED TO EXAMINER |
| Monday, June 17, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 3, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 23, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 17, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 17, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, September 17, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 17, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, October 8, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, July 23, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |