| Serial Number | 98253807 |
| Word Mark | SYSTEMATIC HEDGING FOR ENHANCED PERFORMANCE |
| Filing Date | Friday, November 3, 2023 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Thursday, November 7, 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 | NOT AVAILABLE |
| 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 | 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 | Saturday, June 1, 2024 |
| First Use In Commerce Date | Saturday, June 1, 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 | Friday, November 3, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Saturday, June 1, 2024 |
| First Use In Commerce Date | Saturday, June 1, 2024 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Fair Oaks Ranch, TX 78015 |
| Event Date | Event Description |
| Monday, January 22, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 3, 2023 | NEW APPLICATION ENTERED |
| Friday, June 14, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, June 14, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, June 14, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 13, 2024 | ASSIGNED TO EXAMINER |
| Thursday, June 27, 2024 | TEAS AMENDMENT OF USE RECEIVED |
| Thursday, June 27, 2024 | USE AMENDMENT FILED |
| Friday, July 26, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, July 26, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 26, 2024 | USE AMENDMENT ACCEPTED |
| Thursday, June 27, 2024 | AMENDMENT TO USE PROCESSING COMPLETE |
| Friday, July 26, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, September 17, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, September 17, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 17, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, October 4, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, November 5, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, November 5, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, November 5, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, November 5, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, October 4, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 4, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, November 7, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, November 7, 2024 | FINAL REFUSAL E-MAILED |
| Thursday, November 7, 2024 | FINAL REFUSAL WRITTEN |
| Monday, November 18, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, November 18, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, November 18, 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |