| Trademark Snap Shot ITU Unit Action (Table presents the data on ITU Unit Action) |
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OVERVIEW |
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| SERIAL NUMBER | 88136557 | FILING DATE | 09/28/2018 |
| REG NUMBER | 0000000 | REG DATE | N/A |
| REGISTER | PRINCIPAL | MARK TYPE | TRADEMARK |
| INTL REG # | N/A | INTL REG DATE | N/A |
| TM ATTORNEY | GUSTASON, ANNE C |
L.O. ASSIGNED | 117 |
PUB INFORMATION |
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| RUN DATE | 12/31/2019 | ||
| PUB DATE | 04/02/2019 | ||
| STATUS | 606-ABANDONED - NO STATEMENT OF USE FILED | ||
| STATUS DATE | 12/30/2019 | ||
| LITERAL MARK ELEMENT | LUMEA | ||
| DATE ABANDONED | 12/30/2019 | DATE CANCELLED | N/A |
| SECTION 2F | NO | SECTION 2F IN PART | NO |
| SECTION 8 | NO | SECTION 8 IN PART | NO |
| SECTION 15 | NO | REPUB 12C | N/A |
| RENEWAL FILED | NO | RENEWAL DATE | N/A |
| DATE AMEND REG | N/A | ||
FILING BASIS |
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| FILED BASIS | CURRENT BASIS | AMENDED BASIS | |||
| 1 (a) | NO | 1 (a) | NO | 1 (a) | NO |
| 1 (b) | YES | 1 (b) | YES | 1 (b) | NO |
| 44D | NO | 44D | NO | 44D | NO |
| 44E | NO | 44E | NO | 44E | NO |
| 66A | NO | 66A | NO | ||
| NO BASIS | NO | NO BASIS | NO | ||
MARK DATA |
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| STANDARD CHARACTER MARK | YES |
| LITERAL MARK ELEMENT | LUMEA |
| MARK DRAWING CODE | 4-STANDARD CHARACTER MARK |
| COLOR DRAWING FLAG | NO |
CURRENT OWNER INFORMATION |
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| PARTY TYPE | 20-OWNER AT PUBLICATION |
| NAME | Blucora, Inc. |
| ADDRESS | Suite 400 6333 State Highway 161 Irving, TX 75038 |
| ENTITY | 03-CORPORATION |
| CITIZENSHIP | Delaware |
GOODS AND SERVICES |
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| INTERNATIONAL CLASS | 009 |
| DESCRIPTION TEXT | Downloadable software for use in conducting financial and investment transactions and managing personal finances and investments; Mobile application for accessing and reviewing advice and information in the field of finance and investments; Downloadable software for tax planning and preparation and filing of tax return; Downloadable software in the nature of a mobile application for tax planning and preparation and filing of tax returns |
| INTERNATIONAL CLASS | 016 |
| DESCRIPTION TEXT | Printed materials, namely, marketing and educational printed reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, insurance brokerage, and financial information; Printed financial services forms to financial services representatives |
| INTERNATIONAL CLASS | 035 |
| DESCRIPTION TEXT | Providing online business information, namely, commission statements, quarterly reports, client account information and invoices to financial services representatives; providing an online website to business and individual customers that provides financial transaction data, account management, financial reporting, and financial records management data, and tax information |
| INTERNATIONAL CLASS | 036 |
| DESCRIPTION TEXT | Financial investment and insurance services, namely, insurance brokerage, investment advisory services, professional money management services, retirement financial and estate planning services, financial portfolio management, and security, commodity and stock brokerage services; Information, advisory, consultancy and research services relating to finance and investments; Providing financial assessment and planning services to individual investors; Investment portfolio analysis and management; Providing online financial management services, namely, tracking of financial transactions, expenses, income, and account balances, providing account balance information, and providing bill payment services and reminders |
| INTERNATIONAL CLASS | 041 |
| DESCRIPTION TEXT | Education services, namely, providing seminars, webinars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis; Educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology |
| INTERNATIONAL CLASS | 042 |
| DESCRIPTION TEXT | Providing a website featuring temporary use of online non-downloadable software for the creation, marketing and presentation of financial plans, for use by consumers and professional financial advisers, certified financial planners, and certified public accountants; Providing online non-downloadable software for creating reports identifying investment and planning opportunities for federal tax returns; Providing online non-downloadable software for assisting users in the preparation of common legal documents, namely, wills and estate planning documents; Providing online non-downloadable software for tax calculating and preparing and filing of tax returns; Software as a service (SAAS) services featuring software for use in conducting financial and investment transactions and managing personal finances and investments |
GOODS AND SERVICES CLASSIFICATION |
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| INTERNATIONAL CLASS | 009 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 016 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 035 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 036 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 041 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 042 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
MISCELLANEOUS INFORMATION/STATEMENTS |
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| CHANGE IN REGISTRATION | NO |
PROSECUTION HISTORY |
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| DATE | ENT CD | ENT TYPE | DESCRIPTION | ENT NUM |
| 12/30/2019 | MAB6 | E | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | 019 |
| 12/30/2019 | ABN6 | S | ABANDONMENT - NO USE STATEMENT FILED | 018 |
| 05/28/2019 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | 017 |
| 04/02/2019 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | 016 |
| 04/02/2019 | PUBO | A | PUBLISHED FOR OPPOSITION | 015 |
| 03/13/2019 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | 014 |
| 02/28/2019 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | 013 |
| 02/25/2019 | ALIE | A | ASSIGNED TO LIE | 012 |
| 02/11/2019 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | 011 |
| 02/11/2019 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | 010 |
| 02/11/2019 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | 009 |
| 02/11/2019 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | 008 |
| 02/11/2019 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | 007 |
| 02/01/2019 | ZZZX | Z | PREVIOUS ALLOWANCE COUNT WITHDRAWN | 006 |
| 01/29/2019 | PBCR | Z | WITHDRAWN FROM PUB - OG REVIEW QUERY | 005 |
| 01/11/2019 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | 004 |
| 01/10/2019 | DOCK | D | ASSIGNED TO EXAMINER | 003 |
| 10/06/2018 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 002 |
| 10/02/2018 | NWAP | I | NEW APPLICATION ENTERED IN TRAM | 001 |
CURRENT CORRESPONDENCE INFORMATION |
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| ATTORNEY | Cheryl P. Leb |
| CORRESPONDENCE ADDRESS | CHERYL P. LEB KELLY HART & HALLMAN LLP 201 MAIN STREET SUITE 2500 FORT WORTH, TX 76102 |
| DOMESTIC REPRESENTATIVE | NONE |
PRIOR OWNER INFORMATION |
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| PARTY TYPE | 10-ORIGINAL APPLICANT |
| NAME | Blucora, Inc. |
| ADDRESS | Suite 400 6333 State Highway 161 Irving, TX 75038 |
| ENTITY | 03-CORPORATION |
| CITIZENSHIP | Delaware |