| Serial Number | 88132822 |
| Word Mark | SUITABILITYPRO |
| Filing Date | Wednesday, September 26, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 7, 2020 |
| Registration Number | 5952885 |
| Registration Date | Tuesday, January 7, 2020 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 22, 2019 |
| Goods and Services | Computer software for generating risk profiles for individuals; Computer software for generating financial plans for individuals; Computer software for monitoring the implementation of financial plans for individuals, and for recommending strategies based on the risk profile of the individual |
| Pseudo Mark | SUITABILITY PRO |
| Goods and Services | Personalized investment counselling; personalized risk assessment services |
| Goods and Services | Software as a service (SAAS) services featuring software for generating risk profiles for individuals; Software as a service (SAAS) services featuring software for generating financial plans for individuals; Software as a service (SAAS) services featuring software for monitoring the implementation of financial plans for individuals and the performance of financial products, namely, investments, insurance, and loans, and for providing notifications and recommendations based on an analysis of monitored implementation and performance |
| 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 | Thursday, October 4, 2018 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, September 26, 2018 |
| First Use In Commerce Date | Monday, April 22, 2019 |
| 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, October 4, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, September 26, 2018 |
| First Use In Commerce Date | Monday, April 22, 2019 |
| 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, October 4, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, September 26, 2018 |
| First Use In Commerce Date | Monday, April 22, 2019 |
| Party Name | MORNINGSTAR, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | CHICAGO, IL 60602 |
| Party Name | PlanPlus Global Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Lindsay, Ontario K9V5Z6 CA |
| Party Name | PlanPlus Global Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Lindsay, Ontario K9V5Z6 CA |
| Party Name | PlanPlus Global Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Lindsay, Ontario K9V5Z6 CA |
| Event Date | Event Description |
| Wednesday, May 20, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, January 7, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 22, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 22, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 2, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, September 13, 2019 | ELECTRONIC RECORD REVIEW COMPLETE |
| Friday, September 6, 2019 | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED |
| Tuesday, September 3, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, August 30, 2019 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Thursday, August 29, 2019 | USE AMENDMENT ACCEPTED |
| Wednesday, August 28, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 28, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 28, 2019 | ASSIGNED TO LIE |
| Tuesday, August 20, 2019 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Wednesday, August 21, 2019 | AMENDMENT TO USE PROCESSING COMPLETE |
| Wednesday, August 21, 2019 | USE AMENDMENT FILED |
| Tuesday, August 20, 2019 | TEAS AMENDMENT OF USE RECEIVED |
| Monday, July 8, 2019 | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED |
| Monday, July 8, 2019 | INQUIRY TO SUSPENSION E-MAILED |
| Monday, July 8, 2019 | SUSPENSION INQUIRY WRITTEN |
| Tuesday, January 8, 2019 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Tuesday, January 8, 2019 | LETTER OF SUSPENSION E-MAILED |
| Tuesday, January 8, 2019 | SUSPENSION LETTER WRITTEN |
| Tuesday, January 8, 2019 | ASSIGNED TO EXAMINER |
| Thursday, October 4, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, September 29, 2018 | NEW APPLICATION ENTERED |