EMPOWER PERSONAL WEALTH

Live / Applied — Statement of use — response to non-final action entered (as of 14 Oct 2026)

What this means for you

Not registered yet, but its 10 Dec 2021 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97167209
Mark type
Design + words
Filed
10 Dec 2021
Published for opposition
01 Nov 2022
Attorney of record
Adam S. Weiss

Goods and services

  • Class 035 — Advertising and business services: Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans; financial record keeping for regulatory compliance purposes; enrollment processing services being administration of employer-sponsored defined contribution and defined benefit plans; financial record keeping services for retirement and investment accounts; Database management; management of an online database where individuals may store financial, retirement and investment related data; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; referrals in the field of investment advice and financial planning; directing orders for securities trades by means of computer software and applications for the purpose of directing the trades to the best location for executing such orders; providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; providing industry information relating to the personal finance industry; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing business information via a website; providing information and news in the field of business; business advisory services, consultancy and information; information services relating to business matters
  • Class 036 — Insurance and financial services: financial administration of employee pension plans and retirement plans; investment of funds for others; investment and retirement fund management; mutual fund investment services; providing an interactive website and an online computer database in the field of the financial administration of employer-sponsored defined contribution and defined benefit plans; Administration of health savings accounts; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing a wide variety of investment banking services, namely, management of online investment accounts, issuing of atm and debit cards, and credit card payment processing services and providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic transaction services in the nature of credit card transaction processing services via computer and communication networks; providing online investment management services; investment advisory services; retirement fund investment services; retirement plan administration services in the nature of financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; investment advisory services in the nature of customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing financial information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
  • Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for banking, bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, and retirement planning; enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services, namely, Electronic monitoring of personally identifying information to detect identity theft via the internet; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers

Owner

Prior registrations

Board proceedings on this mark

The owner also pleads this mark in 16 other Board proceedings.

Prosecution history

  • 14 Oct 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 14 Oct 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 13 Oct 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 21 Jul 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 21 Jul 2026 — NON-FINAL ACTION E-MAILED
  • 21 Jul 2026 — SU - NON-FINAL ACTION - WRITTEN
  • 19 Jul 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 19 Jul 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 19 Jul 2026 — ASSIGNED TO LIE
  • 16 Jul 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 30 Jun 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 30 Jun 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 30 Jun 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 30 Jun 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 30 Jun 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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