| Serial Number | 98102762 |
| Word Mark | SIMPLY BETTER PREPARED. FOR LIFE. |
| Filing Date | Wednesday, July 26, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 27, 2025 |
| Registration Number | 7812359 |
| Registration Date | Tuesday, May 27, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 30, 2024 |
| Goods and Services | Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and financial investment information, financial and investment management, and financial and financial investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; Financial risk management; Financial investment services, namely, financial evaluation, analysis, and comparison in the nature of financial analysis of investment funds for others; Providing financial information in the field of investment opportunities; Providing an interactive website featuring financial information and links relating to investment management services, and financial risk management; Financial and financial investment information provided by electronic means; Pooled fund investment and financial management, funds investment, financial analysis, and financial consultation in the field of securities, real estate, pooled funds; financial products services, namely, financial investment brokerage, distribution of, financial administration of, financial management of, and trustee services for target date funds and separately managed accounts; Financial custody services, namely, maintaining possession of financial assets in the nature of target date funds and separately managed accounts for others for financial management purposes |
| Goods and Services | Providing financial indices of financial and investment instruments, namely, select securities to enable consumers to evaluate investments and market trends in the securities market; Accounting services for target date funds and separately managed accounts |
| Goods and Services | Providing temporary use of online non-downloadable computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; Providing temporary use of online non-downloadable computer software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning; Providing temporary use of online non-downloadable computer software to search and display information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange, insurance contracts, and pooled investment vehicles |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, August 24, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, April 22, 2024 |
| First Use In Commerce Date | Monday, April 22, 2024 |
| 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 | Thursday, August 24, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, April 22, 2024 |
| First Use In Commerce Date | Monday, April 22, 2024 |
| 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 | Thursday, August 24, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, April 22, 2024 |
| First Use In Commerce Date | Monday, April 22, 2024 |
| Party Name | BlackRock Institutional Trust Company, N.A. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | San Francisco, CA 94105 |
| Party Name | BlackRock Institutional Trust Company, N.A. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | San Francisco, CA 94105 |
| Party Name | BlackRock Institutional Trust Company, N.A. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | San Francisco, CA 94105 |
| Event Date | Event Description |
| Saturday, July 29, 2023 | NEW APPLICATION ENTERED |
| Thursday, August 24, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 28, 2024 | ASSIGNED TO EXAMINER |
| Thursday, March 28, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 10, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, May 30, 2024 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Tuesday, April 30, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 30, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, July 10, 2024 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Tuesday, August 20, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, February 11, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, February 11, 2025 | SOU EXTENSION 1 GRANTED |
| Tuesday, February 11, 2025 | SOU EXTENSION 1 FILED |
| Tuesday, February 11, 2025 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, February 12, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, March 31, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, February 11, 2025 | USE AMENDMENT FILED |
| Tuesday, April 1, 2025 | ASSIGNED TO LIE |
| Tuesday, May 6, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, May 6, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, May 27, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 27, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |