| Serial Number | 97826365 |
| Word Mark | TONTINE IRA POWERED BY TONTINE TRUST |
| Filing Date | Tuesday, March 7, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, January 23, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 28, 2023 |
| Description of Mark | The mark consists of the wording "Tontine IRA Powered by Tontine Trust" represented in a stylized font and a design consisting of the graphic representation of a three dimensional cube or block figure with an inner border and a graphic representation of two crossed historical keys in its center. |
| Goods and Services | Downloadable computer software for accessing, reading, and tracking information in the field of finance and retirement planning on a blockchain; Downloadable computer software, namely, an electronic financial platform that accommodates multiple types of payment and debt transactions in an integrated mobile phone, PDA, and web-based environment; Downloadable database management software for use by financial advisors; Downloadable software in the nature of a mobile application for financial management, tracking and management of investments, retirement planning |
| Pseudo Mark | TONTINE IRA POWERED BY TONTINE TRUST |
| Goods and Services | Advice on finance during retirement; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Business, stock option and pension valuation services; Fiduciary services, namely, fiduciary representative services; Financial administration of retirement planning, retirement income planning; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial management in the field of investment portfolio and retirement planning; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Individual retirement account services; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance underwriting consultation; Insurance underwriting services for all types of insurance; Investment consultation in the fields of retirement planning; 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; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "TONTINE IRA" |
| Goods and Services | Surveying; Platform as a service (PAAS) featuring computer software platforms for providing financial transaction, investments, retirements plans, financial management; Providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of financial transaction, investments, retirements planning, financial management on a blockchain; Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for retirement planning, and for providing financial management, investment, financial transaction |
| 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 | Tuesday, March 28, 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 | Tuesday, March 28, 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 | Tuesday, March 28, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Tontine Trust Retirement Technologies Limited |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dublin D04TR29 IE |
| Party Name | Tontine Trust Retirement Technologies Limited |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dublin D04TR29 IE |
| Event Date | Event Description |
| Tuesday, January 23, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 28, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 28, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 8, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, October 21, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, September 25, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, September 25, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, September 25, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 20, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, September 20, 2023 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 20, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, September 19, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, March 29, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, March 28, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 10, 2023 | NEW APPLICATION ENTERED |