| Serial Number | 98065483 |
| Word Mark | SOWE |
| Filing Date | Thursday, June 29, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, July 16, 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, May 21, 2024 |
| Goods and Services | Downloadable computer application software for automated and customized financial management, namely, software for an investment platform for monitoring and managing investment portfolios; Downloadable software in the nature of a mobile application for an investment platform for monitoring and managing investment portfolios |
| Goods and Services | Financial advice; Financial advisory and consultancy services, namely, monitoring and managing investment portfolios; Financial advisory and consultancy services, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; Financial analyses; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consulting; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and evaluations; Financial information provided by electronic means; Financial investment brokerage services; Financial investment in the field of monitoring and managing investment portfolios; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, monitoring and managing investment portfolios; Financial portfolio analysis services; Financial portfolio management; On-line financial planning services; Providing financial advice via a website; Providing information in the field of financial appraisals via a website |
| Translation of Words in Mark | The wording "SOWE" has no meaning in a foreign language. |
| Goods and Services | Platform as a service (PAAS) featuring computer software platforms for monitoring and managing investment portfolios; Providing on-line non-downloadable software for an investment platform for monitoring and managing investment portfolios; Providing online non-downloadable computer software platforms for monitoring and managing investment portfolios; Providing temporary use of a non-downloadable web application for an investment platform for monitoring and managing investment portfolios; Software as a service (SAAS) services featuring software for monitoring and managing investment portfolios |
| 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, August 2, 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 | Wednesday, August 2, 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, August 2, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | SOUTH WEALTH LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Miami, FL 33131 |
| Party Name | SOUTH WEALTH LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Miami, FL 33131 |
| Event Date | Event Description |
| Monday, July 3, 2023 | NEW APPLICATION ENTERED |
| Wednesday, August 2, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 14, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, April 17, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 1, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 21, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 21, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 16, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |