Trademarks owned by Personal Capital Corporation | Applied Marks - Trademark, Domain Name and Social Media Protection for Brands

Document/Service	Fee	Government Fee	Total
Standard Trademark application in United States	$258.00	$325.00	$583.00
Expert Trademark application in United States	$479.00	$325.00	$804.00
Corporate Trademark application in United States	$575.00	$325.00	$900.00

85823084

2013-01-15

4656799

2014-12-16

US

Personal Capital Corporation

YOU INDEX

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications, and specifically aggregating a user's investment portfolio (securities and cash), expressed as an indexed representation of its market value over time; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

702

SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

2021-03-30

2021-03-31

management global financial group health system energy bank technology business credit investment security life fund market confidence annuity value equity

88673893

2019-10-30

US

Personal Capital Corporation

P

The mark consists of a stylized lower-case letter "P" in white inside a stylized square design in blue.

9

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.

downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and applications for trading securities; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, namely, account and identity management, and implementing security measures and electronic safeguards for protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze 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
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a web site featuring financial information used to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and to retrieve and display data from third party financial and investment web sites on one consolidated view; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking account services, atm banking and debit card transaction processing, and bank transaction monitoring, bill payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction processing services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan financial administration services; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing financial advisory services relating to the creation of customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; financial management services related to the management of customized collections of individual securities portfolios comprising stocks, exchange traded funds and securities, namely, financial portfolio management relating to preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing information pertaining to personal finance, banking, investments and financial planning for retirement, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, namely, global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment processing; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investment, and retirement planning which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing temporary use of non-downloadable computer software for transaction order entry, directing and order confirmation to consumers all in the field of investing; monitoring of computer systems for security purposes, namely, monitoring computer systems for detecting unauthorized access or data breach in relation to bank, broker, credit card and other financial accounts; electronic monitoring of personally identifying information to detect identity theft via the internet in relation to bank, broker, credit card and other financial accounts

602

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

2021-03-15

care management financial group health services system systems development bank energy technology finance business solutions network center investment global credit

88673896

2019-10-30

US

Personal Capital Corporation

P OUR PROMISE

The mark consists of a stylized lower-case letter "P" in white surrounded by a stylized circle in white consisting of the wording "OUR PROMISE" in white as the arc of the circle above the letter "P" and a semi-circle in white below the letter "P", all inside a stylized square design in blue.

9

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.

downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and applications for trading securities; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, namely, account and identity management, and implementing security measures and electronic safeguards for protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze 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
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a web site featuring financial information used to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and to retrieve and display data from third party financial and investment web sites on one consolidated view; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking account services, atm banking and debit card transaction processing, and bank transaction monitoring, bill payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction processing services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan financial administration services; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing financial advisory services relating to the creation of customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; financial management services related to the management of customized collections of individual securities portfolios comprising stocks, exchange traded funds and securities, namely, financial portfolio management relating to preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing information pertaining to personal finance, banking, investments and financial planning for retirement, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, namely, global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment processing; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investment, and retirement planning which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing temporary use of non-downloadable computer software for transaction order entry, directing and order confirmation to consumers all in the field of investing; monitoring of computer systems for security purposes, namely, monitoring computer systems for detecting unauthorized access or data breach in relation to bank, broker, credit card and other financial accounts; electronic monitoring of personally identifying information to detect identity theft via the internet in relation to bank, broker, credit card and other financial accounts

688

NOTICE OF ALLOWANCE - ISSUED

2020-11-24

care management health life bank technology global delivering deliver fulfilling people price performance eckerd thats fresh keeping chefs land foundation

88673898

2019-10-30

US

Personal Capital Corporation

PER SON AL

The mark consists of the stylized word "PERSONAL" in lower-case stacked lettering, with the letters "PER" on top, the letters "SON" in the middle, and the letters "AL" on the bottom, with the individual lettering in various shades of blue.

9

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.

downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and applications for trading securities; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, namely, account and identity management, and implementing security measures and electronic safeguards for protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze 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
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a web site featuring financial information used to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and to retrieve and display data from third party financial and investment web sites on one consolidated view; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking account services, atm banking and debit card transaction processing, and bank transaction monitoring, bill payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction processing services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan financial administration services; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing financial advisory services relating to the creation of customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; financial management services related to the management of customized collections of individual securities portfolios comprising stocks, exchange traded funds and securities, namely, financial portfolio management relating to preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing information pertaining to personal finance, banking, investments and financial planning for retirement, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, namely, global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment processing; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investment, and retirement planning which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing temporary use of non-downloadable computer software for transaction order entry, directing and order confirmation to consumers all in the field of investing; monitoring of computer systems for security purposes, namely, monitoring computer systems for detecting unauthorized access or data breach in relation to bank, broker, credit card and other financial accounts; electronic monitoring of personally identifying information to detect identity theft via the internet in relation to bank, broker, credit card and other financial accounts

688

NOTICE OF ALLOWANCE - ISSUED

2020-11-24

health life father john guinness god jameson gun holy richard house power small since original van arthur love see daughter

88673900

2019-10-30

US

Personal Capital Corporation

INVEST WITH LOGIC. PLAN WITH HEART.

9

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.

downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and applications for trading securities; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, namely, account and identity management, and implementing security measures and electronic safeguards for protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze 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
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a web site featuring financial information used to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and to retrieve and display data from third party financial and investment web sites on one consolidated view; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking account services, atm banking and debit card transaction processing, and bank transaction monitoring, bill payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction processing services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan financial administration services; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing financial advisory services relating to the creation of customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; financial management services related to the management of customized collections of individual securities portfolios comprising stocks, exchange traded funds and securities, namely, financial portfolio management relating to preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing information pertaining to personal finance, banking, investments and financial planning for retirement, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, namely, global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment processing; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investment, and retirement planning which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing temporary use of non-downloadable computer software for transaction order entry, directing and order confirmation to consumers all in the field of investing; monitoring of computer systems for security purposes, namely, monitoring computer systems for detecting unauthorized access or data breach in relation to bank, broker, credit card and other financial accounts; electronic monitoring of personally identifying information to detect identity theft via the internet in relation to bank, broker, credit card and other financial accounts

688

NOTICE OF ALLOWANCE - ISSUED

2020-11-24

life business future before wisely right financial live smarter health today success smart people direct yourself shop well save buy

87871033

2018-04-10

5673212

2019-02-12

US

Personal Capital Corporation

PC

The mark consists of the letters "P" and "C" in a highly stylized format, with the letter "C" wholly encompassed within the letter "P" so as to appear as one highly stylized letter "P", and with the characters arranged in an overlapping orientation, and with part of the round portion of the "P" divided into two unequal segments.

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, namely, account and identity management, security measures, and electronic safeguards protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a web site to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and to retrieve and display data from third party financial and investment web sites on one consolidated view; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks. electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan administration services; 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; customized collections of individual securities, namely, 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, namely, global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing temporary use of non-downloadable computer software for transaction order entry, directing and order confirmation to consumers all in the field of investing; monitoring of computer systems for security purposes, namely, monitoring computer systems for detecting unauthorized access or data breach in relation to bank, broker, credit card and other financial accounts; electronic monitoring of personally identifying information to detect identity theft via the internet in relation to bank, broker, credit card and other financial accounts

700

REGISTERED

2019-02-12

2020-05-31

care management group home services systems solutions center energy technology business network access tv computer partner power plus choice club

87736028

2017-12-27

5707131

2019-03-26

US

Personal Capital Corporation

GET TO KNOW YOUR MONEY

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in retirement and tax planning; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in financial transaction processing and management; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in online security and authentication, namely, account and identity management, security measures, and electronic safeguards protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services. retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

700

REGISTERED

2019-03-26

2020-05-31

management financial system life bank energy business solutions network center credit home access save market time smart saving account card

87287759

2017-01-03

US

Personal Capital Corporation

PERSONAL 401K

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in the field of personal finance, banking, investments and accounting; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in retirement and tax planning; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in the field of financial services; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in financial transaction processing and management; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services. retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

602

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

2017-10-25

2020-05-31

management system network center investment care training touch health financial assistant fitness services trainer finance business injury plan computer professional

87287773

2017-01-03

US

Personal Capital Corporation

PERSONAL 403B

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in the field of personal finance, banking, investments and accounting; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in retirement and tax planning; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in the field of financial services; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in financial transaction processing and management; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services. retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

602

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

2017-10-26

2020-05-31

security services care training touch health system financial management assistant fitness trainer finance business network center injury plan computer professional

87288568

2017-01-04

US

Personal Capital Corporation

PERSONAL IRA

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in the field of personal finance, banking, investments and accounting; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in retirement and tax planning; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in the field of financial services; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in financial transaction processing and management; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services. retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

602

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

2017-10-25

2020-05-31

group services solutions center care training touch health system financial management assistant fitness trainer finance business network injury plan computer

86060746

2013-09-10

4643469

2014-11-25

US

Personal Capital Corporation

The mark consists of three vertical bars in a bar graph format, where each bar is progressively longer than the prior bar.

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, namely, account and identity management, security measures, and electronic safeguards protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a web site to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and to retrieve and display data from third party financial and investment web sites on one consolidated view; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks. electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan administration services; 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; customized collections of individual securities, namely, 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, namely, global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

711

CANCELLED - SECTION 7

2018-09-06

2020-05-31

care management financial group health services system systems development bank energy technology finance business solutions network center investment global credit

85771483

2012-11-05

US

Personal Capital Corporation

YOU'RE RICHER THAN YOU THINK

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

606

ABANDONED - NO STATEMENT OF USE FILED

2015-01-26

2020-05-31

life business home rich mortgage vita every being ahead lifes live little making plan deeper plus achieve leader good bad

85823086

2013-01-15

US

Personal Capital Corporation

YOU BETA

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications, and specifically analyzing the correlation between a user's aggregated investment portfolio and major market indexes or benchmarks over time; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

606

ABANDONED - NO STATEMENT OF USE FILED

2014-05-12

2020-05-31

care system life technology alpha phi carotene plus glucan sigma gamma pi international tau zeta kappa barley fraternity test omega

85823088

2013-01-15

US

Personal Capital Corporation

YOU SECTOR

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts , and specifically analyzing the equity sectors of a user's aggregated investment portfolio
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications, and specifically analyzing the equity sectors of a user's aggregated investment portfolio; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

606

ABANDONED - NO STATEMENT OF USE FILED

2014-05-12

2020-05-31

management solutions group health bank technology finance network global public private mastercard cycle card third social fourth independent strategy telecomunicaciones

85823089

2013-01-15

US

Personal Capital Corporation

YOU STYLE

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications, and specifically analyzing a user's aggregated investment portfolio by asset class, subclasses, size and geography; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

606

ABANDONED - NO STATEMENT OF USE FILED

2014-05-19

2020-05-31

life home business york old pizza comfort chicago original italian southern living design sauce texas always brand fashion family magazine

85426349

2011-09-19

4303631

2013-03-19

US

Personal Capital Corporation

PERSONAL CAPITAL

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services. retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

702

SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

2019-03-26

2020-05-31

care management financial group health services system systems development bank energy technology finance business solutions network center investment global credit

85426433

2011-09-19

4244527

2012-11-20

US

Personal Capital Corporation

PERSONAL STRATEGY

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services. retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

702

SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

2019-01-25

2020-05-31

group management business financial services system investment development technology global life solutions network center care training touch health assistant fitness

85426458

2011-09-19

US

Personal Capital Corporation

PERSONAL FUND

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services. retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

602

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

2013-04-02

2020-05-31

management financial group health services global development energy technology investment insurance life care training touch system assistant fitness trainer finance

85426562

2011-09-19

4363066

2013-07-09

US

Personal Capital Corporation

SMART INDEX

16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing a wide variety of banking services, namely, online savings and checking accounts, atm and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services; retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services

710

CANCELLED - SECTION 8

2020-02-14

2020-05-31

management business health system energy technology bank life solutions choice start little people home money live card kids simple safe

85426568

2011-09-20

4240476

2012-11-13

US

Personal Capital Corporation

SIDEBAR

9

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.

computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services; computer software and applications for trading securities; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts
16

Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.

printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning
35

Advertising; business management; business administration; office functions

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 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; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing
36

Insurance; financial affairs; monetary affairs; real estate affairs

providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a website 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; financial services, namely, 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; financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; providing banking services, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic cash, credit card, and debit card transaction services via computer and communication networks; providing online banking service; providing bill payment and processing services via computer and communication networks; electronic processing and transmission of bill payment data for others; investment advisory services; financial planning services; mutual fund investment services; retirement fund investment services. retirement plan administration services; 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; 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 information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
42

Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software

providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; 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 and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks
45

Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals

monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services

710

CANCELLED - SECTION 8

2019-06-14

2020-05-31

network financial security digital reliance law leaders legal recruiting news software space care training touch health system management assistant fitness

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