| Serial Number | 88732540 |
| Word Mark | YOUR JOURNEY YOUR MONEY YOUR DECISION |
| Filing Date | Wednesday, December 18, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 24, 2022 |
| Registration Number | 6739917 |
| Registration Date | Tuesday, May 24, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 9, 2021 |
| Goods and Services | Education services, namely, providing non-downloadable webinars in the fields of health insurance plans, health care services, health care spending, and health care expenses |
| Goods and Services | Electronically encoded swipe cards used to verify records, transfer funds, and process payments, all in conjunction with custodial services and employee benefits, and which type of payments may include but are not limited to, health savings accounts; downloadable software for managing the custodial services and trustee services of health savings accounts; downloadable software for the administration of various types of benefit plans; downloadable software for enrolling customers and participants, automatically verifying eligibility; downloadable software for providing custodial services and/or benefit management services for health savings accounts to employers and individuals; downloadable software for processing electronic payments made through various means which may include but are not limited to, payment cards and ACH for various types of payments which may include but are not limited to, health savings accounts; downloadable mobile applications for managing bank accounts for accessing and submitting claims in connection with health savings accounts; Electronically encoded swipe cards used to verify records, transfer funds, and process payments, all in conjunction with custodial services and employee benefits, and which type of payments may include but are not limited to, flexible spending accounts, limited-purpose health flexible spending accounts, health reimbursement arrangements, limited-purpose health reimbursement arrangements, dependent care flexible spending accounts, transportation fringe benefit plans, and other tax advantaged accounts |
| Goods and Services | Banking services; savings account services; internet and online banking services; online banking services accessible by means of downloadable mobile applications; administration of savings accounts and health savings accounts; bill payment services; check processing; electronic cash transactions; electronic debit transactions in the nature of processing of signature debit electronic transactions; electronic payment, namely, electronic payment services involving electronic processing and subsequent transmission of bill payment data; electronic transfer of money; financial information provided by electronic means; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing on line financial calculators; banking services and financial account administration for consumer-driven health care plans and defined contribution health care plans and Section 125 cafeteria plans; custodial services for health savings accounts; providing financial information in the fields of health savings accounts via various means, namely, the Internet, global networks, cloud computing, social media, blogs, telephone, in person, mail, e-mail and facsimile; third-party benefit administration services, namely, administration of health savings accounts; providing administration of employee benefits and benefit plan management services concerning insurance and finance, namely, providing payment processing services in the field of health savings accounts payment, and electronic processing of electronic payments made through various means, namely, payment cards and ACH; providing tax advantaged savings account services; providing educational content in the nature of financial information for employers and account holders regarding employee financial benefits and benefit plan management services through various means; Providing educational financial information about health care spending in the nature of health care expenses |
| Goods and Services | tracking business expenses and receipts for others for cost accounting purposes; conducting business research and surveys; advertising and marketing of survey results |
| Goods and Services | Providing use of online, non-downloadable software for financial services, namely, enrolling customers and participants, automatically verifying eligibility, processing payments, processing distributions, and transferring funds, all via various means which may include but are not limited to, communications networks using electronically encoded cards operating in conjunction with employee benefit plans; providing use of online, non-downloadable software for providing employee benefits and benefit management services to third party administrators and employers, namely, providing program development and aiding administration of benefit plans for others; providing use of online, non-downloadable software for providing employee benefits and benefit management services for others which may include but are not limited to, third party administrators and employers; providing use of online, non-downloadable software for assisting others with the completion of financial transactions for stocks, bonds, mutual funds, securities and equities |
| 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, April 20, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, January 29, 2019 |
| First Use In Commerce Date | Tuesday, January 29, 2019 |
| 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, December 23, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, April 4, 2022 |
| First Use In Commerce Date | Monday, April 4, 2022 |
| 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, December 23, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 29, 2019 |
| First Use In Commerce Date | Tuesday, January 29, 2019 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, December 23, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, April 4, 2022 |
| First Use In Commerce Date | Monday, April 4, 2022 |
| 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, April 20, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, January 29, 2019 |
| First Use In Commerce Date | Tuesday, January 29, 2019 |
| Party Name | Sunwest Bank |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92614 |
| Party Name | Sunwest Bank |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92614 |
| Party Name | Sunwest Bank |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92614 |
| Event Date | Event Description |
| Wednesday, May 25, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 24, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, April 21, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, April 20, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, April 19, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, April 5, 2022 | USE AMENDMENT FILED |
| Tuesday, April 19, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, April 5, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Friday, October 8, 2021 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, October 6, 2021 | SOU EXTENSION 1 GRANTED |
| Wednesday, October 6, 2021 | SOU EXTENSION 1 FILED |
| Wednesday, October 6, 2021 | TEAS EXTENSION RECEIVED |
| Tuesday, April 6, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, February 9, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 9, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 20, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, January 4, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, December 31, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, December 31, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 30, 2020 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, December 30, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, December 30, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, December 22, 2020 | ASSIGNED TO LIE |
| Thursday, September 24, 2020 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Monday, September 14, 2020 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, September 14, 2020 | FINAL REFUSAL E-MAILED |
| Monday, September 14, 2020 | FINAL REFUSAL WRITTEN |
| Monday, September 14, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, September 14, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 11, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 13, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 13, 2020 | NON-FINAL ACTION E-MAILED |
| Friday, March 13, 2020 | NON-FINAL ACTION WRITTEN |
| Friday, March 13, 2020 | ASSIGNED TO EXAMINER |
| Monday, December 23, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, December 21, 2019 | NEW APPLICATION ENTERED IN TRAM |