| Serial Number | 85572218 |
| Word Mark | YODLEE |
| Filing Date | Friday, March 16, 2012 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Saturday, November 12, 2022 |
| Registration Number | 4623137 |
| Registration Date | Tuesday, October 21, 2014 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 5, 2014 |
| Goods and Services | [ Computer software for aggregation of banking, financial, investment and personal records and information; computer software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; Computer software for conducting and accepting online financial and e-commerce transactions; computer program development tools for the creation, development, distribution and control of computer software in the field of financial management and online financial and e-commerce transactions; computer software for the creation and operation of an e-commerce business and for the operation of an online retail store site for the purchase and download of computer software applications ] |
| Amendment to a Registration/Renewal Certificate | Page 1, In the statement, lines 4-17, is deleted, And, Page 2, line 39, "software as a services (SaaS) services featuring computer software for aggregation of banking, financial, investment and personal records and information; application service provider featuring application programming interface (API) software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; providing temporary use of on-line non-downloadable computer program development tools for the creation, development, distribution and control of computer software in the field of financial management and online financial and e-commerce transactions; application service provider featuring application programming interface (API) software for the creation and operation of an e-commerce business and for the operation of an online retail store site for the purchase and download of computer software applications" is inserted after "services". |
| Goods and Services | Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; Financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, [ insurance policies ] and loans all over electronic communications networks; providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, [ insurance ] and loans by means of electronic communications networks; providing online personal banking services; providing online financial management services for personal, household and business applications; Providing online electronic funds transfer, debit card and bill payment services; Providing electronic and web-based processing and subsequent transmission of funds transfers, bill payments and electronic payment data; electronic payment services, namely, electronic processing and subsequent transmission of bill payment data; financial transaction services, namely, providing secure commercial transactions and electronic payment options; providing electronic processing of electronic payments and transfers via a global computer network; electronic debit transactions |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | [ Online retail store services for the purchase and download of computer software applications in the field of financial management and online financial and e-commerce transactions; ] providing billing alerts |
| Goods and Services | Computer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial management and online payments; developing and hosting a server on a computer network for the purpose of facilitating e-commerce via such a server featuring computer software applications; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Technical assistance in the field of computer systems, networks and software all of which are provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Customer technical support services, namely, consulting and customization services for custom integration and customization of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; * software as a services (SaaS) services featuring computer software for aggregation of banking, financial, investment and personal records and information; application service provider featuring application programming interface (API) software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; providing temporary use of on-line non-downloadable computer program development tools for the creation, development, distribution and control of computer software in the field of financial management and online financial and e-commerce transactions; application service provider featuring application programming interface (API) software for the creation and operation of an e-commerce business and for the operation of an online retail store site for the purchase and download of computer software applications * |
| 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 | A - Sec. 7(d) - Class(es) in a Multiple Class Registration |
| Class Status Date | Saturday, November 12, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, November 20, 2002 |
| First Use In Commerce Date | Wednesday, November 20, 2002 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 26, 2012 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, November 9, 2005 |
| First Use In Commerce Date | Wednesday, November 9, 2005 |
| 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 | Monday, March 26, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, February 1, 2000 |
| First Use In Commerce Date | Tuesday, February 1, 2000 |
| 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 | Monday, March 26, 2012 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, February 1, 2000 |
| First Use In Commerce Date | Tuesday, February 1, 2000 |
| Party Name | Yodlee, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27603 |
| Party Name | Yodlee, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Redwood City, CA 94065 |
| Party Name | Yodlee, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Redwood City, CA 94065 |
| Event Date | Event Description |
| Wednesday, June 13, 2012 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 20, 2012 | NEW APPLICATION ENTERED |
| Monday, March 26, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 6, 2012 | ASSIGNED TO EXAMINER |
| Wednesday, June 13, 2012 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 13, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, December 13, 2012 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 13, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, December 19, 2012 | ASSIGNED TO LIE |
| Friday, December 28, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, December 28, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, January 20, 2013 | NON-FINAL ACTION WRITTEN |
| Sunday, January 20, 2013 | NON-FINAL ACTION E-MAILED |
| Sunday, January 20, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 13, 2013 | NON-FINAL ACTION WRITTEN |
| Monday, July 22, 2013 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 22, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 23, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 13, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 13, 2013 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 21, 2014 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, January 21, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, January 21, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 22, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 12, 2014 | FINAL REFUSAL WRITTEN |
| Wednesday, February 12, 2014 | FINAL REFUSAL E-MAILED |
| Wednesday, February 12, 2014 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, June 26, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, June 26, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, June 26, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, June 26, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, June 26, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, June 27, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, July 16, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 5, 2014 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 5, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 21, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 22, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, November 22, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, April 5, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, April 5, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 21, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, October 21, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, February 2, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, September 29, 2021 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Monday, March 28, 2022 | TEAS SECTION 7 REQUEST RECEIVED |
| Tuesday, March 29, 2022 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Saturday, November 12, 2022 | AMENDMENT UNDER SECTION 7 - PROCESSED |
| Saturday, November 12, 2022 | CANCELLED SEC. 7 - PARTIAL |
| Saturday, November 12, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, November 12, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, November 15, 2022 | NOTICE OF PARTIAL CANCELLATION SEC. 7 SURRENDER EMAILED |
| Tuesday, December 20, 2022 | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED |
| Saturday, October 21, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, June 4, 2024 | TEAS SECTION 8 & 9 RECEIVED |