FINANCIAL GOAL POSITIONING SYSTEM

What this means for you

This application is over — abandoned 19 Feb 2019. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number

87924368

Mark type

Slogan / phrase

Filed

16 May 2018

Abandoned

19 Feb 2019

Attorney of record

Brenda Pomerance

Goods and services

• Class 009 — Scientific and electric apparatus: Computer software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Computer software for simulations and analysis of algorithmic financial planning strategies; Computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; Computer software for maintenance of products and services financial profiles used in algorithmic financial planning; Computer software for delivering trusts and estates planning using algorithmic financial planning strategies; Computer software for delivering customized financial services, namely, customized investment management, investment brokerage, money lending and insurance consulting services, integrated with algorithmic financial planning strategies; Computer software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies
• Class 036 — Insurance and financial services: Financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investment management, investment brokerage, money lending and insurance consulting services, integrated with algorithmic financial planning strategies; customized wealth management financial advice integrated with algorithmic financial planning strategies; customized money management financial advice integrated with algorithmic financial planning strategies; customized consumer financial advice integrated with algorithmic financial planning strategies
• Class 042 — Scientific and technological services: Software as a service (SaaS) services featuring cloud based software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SaaS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SaaS) services featuring cloud based software for delivering trusts and estates planning using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized financial services, namely, customized investment management, investment brokerage, money lending and insurance consulting services, integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies

Owner

• Wealth Technologies Inc., New York, NY, US

Prosecution history

• 04 Mar 2019 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 04 Mar 2019 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 17 Aug 2018 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 17 Aug 2018 — NON-FINAL ACTION E-MAILED
• 17 Aug 2018 — NON-FINAL ACTION WRITTEN
• 15 Aug 2018 — ASSIGNED TO EXAMINER
• 24 May 2018 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 19 May 2018 — NEW APPLICATION ENTERED