MERRILL PERSONAL WEALTH SUMMARY - Trademark Details
Status: 732 - Third Extension - Granted
Serial Number
88645059
Word Mark
MERRILL PERSONAL WEALTH SUMMARY
Status
732 - Third Extension - Granted
Status Date
2021-10-14
Filing Date
2019-10-07
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2020-02-18
Attorney Name
Law Office Assigned Location Code
L20
Employee Name
SINGLETON, RUDY RENWIC
Statements
Disclaimer with Predetermined Text
"PERSONAL WEALTH SUMMARY"
Goods and Services
Downloadable computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; downloadable software in the nature of a mobile application for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers
Goods and Services
Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; banking services; credit card and debit card services; trading of securities, shares, foreign exchange, commodities, options and other derivative products for others; financial planning for retirement; financial information and services provided online from a computer database or global computer network
Goods and Services
Computer programming; computer software consultancy; computer systems analysis; providing online non-downloadable software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; design, maintenance, development and updating of computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; 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. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; 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
2019-10-10
Primary Code
009
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2019-10-10
Primary Code
036
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; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2019-10-10
Primary Code
042
Current Trademark Owners
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Correspondences
Name
Jill K. Tomlinson
Address
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Trademark Events
| Event Date | Event Description |
| 2019-10-10 | NEW APPLICATION ENTERED IN TRAM |
| 2019-10-10 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2019-12-27 | ASSIGNED TO EXAMINER |
| 2020-01-08 | EXAMINERS AMENDMENT -WRITTEN |
| 2020-01-08 | EXAMINERS AMENDMENT E-MAILED |
| 2020-01-08 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2020-01-08 | EXAMINER'S AMENDMENT ENTERED |
| 2020-01-08 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2020-01-13 | ASSIGNED TO LIE |
| 2020-01-29 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2020-02-18 | PUBLISHED FOR OPPOSITION |
| 2020-02-18 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2020-04-14 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2020-10-14 | TEAS EXTENSION RECEIVED |
| 2020-10-14 | EXTENSION 1 FILED |
| 2020-10-14 | EXTENSION 1 GRANTED |
| 2020-10-16 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 2021-04-14 | TEAS EXTENSION RECEIVED |
| 2021-04-14 | EXTENSION 2 FILED |
| 2021-04-14 | EXTENSION 2 GRANTED |
| 2021-04-16 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 2021-10-14 | TEAS EXTENSION RECEIVED |
| 2021-10-14 | EXTENSION 3 FILED |
| 2021-10-14 | EXTENSION 3 GRANTED |
| 2021-10-16 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
