| Serial Number | 85426562 |
| Word Mark | SMART INDEX |
| Filing Date | Monday, September 19, 2011 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, February 14, 2020 |
| Registration Number | 4363066 |
| Registration Date | Tuesday, July 9, 2013 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 23, 2013 |
| Amendment to a Registration/Renewal Certificate | In the statement, lines 2-3, " 726 Main Street Redwood City, California 94063" is deleted, and 1 Circle Star Way, Suite 189 San Carlos, California 94070 is inserted. |
| Certificate of Correction for Registration | In the statement, line 1, "California" should be deleted, and "Delaware" should be inserted. |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INDEX" |
| Goods and Services | Printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, 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 | 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, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing 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; Providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing |
| Goods and Services | Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, bank account management services, 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; Providing a wide variety of banking services, namely, online savings and checking accounts, ATM and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; Providing bill payment and processing services via computer and communication networks; Electronic processing and transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Retirement plan administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; 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, including global computer networks, mobile devices and online services |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 14, 2020 |
| Primary Code | 016 |
| First Use Anywhere Date | Friday, July 29, 2011 |
| First Use In Commerce Date | Friday, July 29, 2011 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 14, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, July 29, 2011 |
| First Use In Commerce Date | Friday, July 29, 2011 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 14, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, July 29, 2011 |
| First Use In Commerce Date | Friday, July 29, 2011 |
| Party Name | Personal Capital Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Carlos, CA 94070 |
| Party Name | Personal Capital Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Redwood City, CA 94063 |
| Party Name | Personal Capital Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Redwood City, CA 94063 |
| Event Date | Event Description |
| Friday, February 14, 2020 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, April 17, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, April 17, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, July 17, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, July 9, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 14, 2016 | AMENDMENT UNDER SECTION 7 ¿ PROCESSED |
| Tuesday, June 14, 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, April 13, 2016 | TEAS SECTION 7 REQUEST RECEIVED |
| Saturday, January 16, 2016 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Saturday, January 16, 2016 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, April 22, 2014 | CORRECTION UNDER SECTION 7 ¿ PROCESSED |
| Thursday, April 17, 2014 | SEC 7 REQUEST FILED |
| Tuesday, April 22, 2014 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, April 17, 2014 | TEAS SECTION 7 REQUEST RECEIVED |
| Tuesday, July 9, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 23, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 23, 2013 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 3, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 19, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, March 14, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 14, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, March 14, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 14, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 14, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, February 23, 2013 | NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED |
| Saturday, February 23, 2013 | ACTION DENYING REQ FOR RECON E-MAILED |
| Saturday, February 23, 2013 | ACTION CONTINUING FINAL - COMPLETED |
| Friday, February 1, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 1, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, January 31, 2013 | ASSIGNED TO LIE |
| Tuesday, January 29, 2013 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, August 1, 2012 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, August 1, 2012 | FINAL REFUSAL E-MAILED |
| Wednesday, August 1, 2012 | FINAL REFUSAL WRITTEN |
| Tuesday, July 10, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 9, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 9, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 11, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 11, 2012 | NON-FINAL ACTION E-MAILED |
| Wednesday, January 11, 2012 | NON-FINAL ACTION WRITTEN |
| Wednesday, January 4, 2012 | ASSIGNED TO EXAMINER |
| Thursday, September 22, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, September 22, 2011 | NEW APPLICATION ENTERED IN TRAM |