Examiners Amendment

United States Patent and Trademark Office (USPTO)

Office Action (Official Letter) About Applicant’s Trademark Application

 

 

 

EXAMINER’S AMENDMENT

 

 

Issue date:  December 02, 2019

 

 

USPTO database searched; no conflicting marks found.  The trademark examining attorney searched the USPTO database of registered and pending marks and found no conflicting marks that would bar registration under Trademark Act Section 2(d).  15 U.S.C. §1052(d); TMEP §704.02.

 

Application has been amended as shown below.  As agreed to by Christopher J. Hussin on November 27, 2019, the examining attorney has amended the application as shown below.  Please notify the examining attorney immediately of any objections.  TMEP §707.  Otherwise, no response is required.  Id.  In addition, applicant is advised that amendments to the goods and/or services are permitted only if they clarify or limit them; amendments that add to or broaden the scope of the goods and/or services are not permitted.  37 C.F.R. §2.71(a).

 

Amendment of the Identification of Goods and Services

 

The goods and services have been amended to the following:

 

Class 009

 

• Downloadable computer software and downloadable mobile applications for providing information on vehicle lending services, vehicle valuations, vehicle lending and financing information, and vehicle loan interest rates; downloadable software in the nature of a mobile application for providing information on vehicle lending services; downloadable software and downloadable mobile applications for automating the savings process with automatic transfers; all of the foregoing directed to the insurance, lending, and financial services industries

Class 035

 

• Business management consulting in the field of financial advisory practices; providing business advice and information in the field of insurance, lending and financial services via provision of business data analysis, preparation of business reports, business strategy development and consulting services, and business research and data analysis services; promoting and marketing the goods and services of others; business data analysis; collecting, analyzing and compiling business and marketing data, statistics and other sources of information; analysis of market research data and statistics; business research and data analysis services; data collecting, compiling and analysis in the field of insurance; business assistance services, namely, assisting credit unions and other companies with customer follow-up to improve customer outcomes and satisfaction; advice on the analysis of consumer habits and needs provided with the help of data; advertising, promotion, and marketing services; market research and business analysis; market research and intelligence services and consulting related thereto; market analysis; collection, provision and analysis of market research data and statistics; consulting and advisory services in the field of marketing; providing complementary products and protections for consumer loans through financial institutions to protect the loan and/or collateral for the borrower, namely, providing business administration in the fields of debt protection and guaranteed asset protection plans and automobile mechanical repair service contracts

 

Class 036

 

• Assessing insurance claims; insurance brokerage services; insurance premium rate computing; insurance claims processing; insurance actuarial services; insurance services, namely, underwriting, administration, and brokerage of life, disability and annuity insurance; insurance and financial services, namely, providing financial assistance to families and individuals for necessities of life and emergency expenses in the event of an unforeseen financial hardship due to an extended illness or disability, layoff, job elimination, business closing or an employer-initiated termination or separation from employment; insurance services, namely, administration and brokerage of automobile, home and health insurance, cyber and security incident insurance, worker's compensation insurance and creditor-placed insurance; property and casualty and fidelity insurance services, namely, writing property and business liability insurance, professional liability insurance, credit card fraud insurance, property, management liability insurance, fiduciary liability insurance, lenders liability insurance, employment practices liability insurance, blanket collateral protection insurance, public officials liability insurance and business auto insurance; insurance services, namely, writing fidelity bonds; administration and underwriting of health and medical insurance for animals and pets; financial analysis; financial advice; financial planning; financial consultation; financial forecasting; providing financial advisory services to consumers; life-event planning for financial investment purposes; financial retirement plan consulting; providing financial advisory services to advisors, employers and their employees; financial investment brokerage services; financial administration of qualified and non-qualified retirement plans and investment platforms; financial administration of employee pension plans as a third party administrator; providing lending program plans to financial institutions in the nature of consumer lending services; financial data analysis; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; consumer lending services, mortgage lending services; providing complementary products and protections for consumer loans through financial institutions to protect the loan and/or collateral for the borrower, namely, underwriting credit insurance, providing financial administration in the fields of debt protection plans, guaranteed asset protection plans, and automobile mechanical repair service contracts, and providing administration of collateral protection insurance; charitable foundation services, namely, providing financial assistance for programs and services of others; charitable foundation services, namely, charitable fundraising to provide funding, grants, scholarships and/or financial assistance for others, and/or programs and services of others; charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships, and financial assistance for programs and services of others; providing venture capital, venture capital financing, development capital, private equity and investment funding

 

Class 038

 

• Electronic delivery of loan documents for financial institutions to execute the loans

 

Class 041

 

• Educational services, namely, conducting seminars, workshops and conferences in the fields of personal, professional, business and organizational development; education services, namely, providing training courses to loan officers in the field of customer service to meet the needs of their borrowers

 

Class 042

 

• Data warehousing; data mining; providing an online non-downloadable Internet-based system application featuring technology enabling users in the nature of financial institutions to offer loan options and enable consumers of loans to engage in the process of securing loans, where consumers of loans may access the technology online or via mobile websites; providing temporary use of non-downloadable computer software for use in viewing and analyzing data in the fields of personal finance, financial planning, and retirement planning, and capturing and processing loan applications received from mobile devices; providing a website featuring non-downloadable software for use in financial planning, and for advising on, quoting, issuing and customizing guaranteed asset products, credit insurance, debt protection, mechanical repair coverage plans and policies; software as a service (SaaS) provider featuring software in the field of the financial services industry for financial data integration, extraction, ingestion, management, governance and warehousing; software as a service (SaaS) services featuring software for use in data integration, data transformation, data quality management, big data and data analytics, data management, and data governance; providing temporary use of non-downloadable cloud-based software for use in data integration, data transformation, data quality management, big data and data analytics, data management, and data governance; software as a service (SaaS) services, namely, hosting software for use by others for processing loans and refinancing loans, processing loan and refinancing inquiries and applications, loan and refinancing origination and administration, enabling borrowers and potential borrowers to complete, execute, provide and/or upload related documents thereto, and providing notifications and instructions to borrowers therefrom; providing temporary use of online non-downloadable software and web-based applications for processing loans and refinancing loans, processing loan and refinancing inquiries and applications, loan and refinancing origination and administration, enabling borrowers and potential borrowers to complete, execute, provide and/or upload related documents thereto, and providing notifications and instructions to borrowers therefrom; all of the foregoing directed to the insurance, lending, and financial services industries

 

Disclaimer

 

The following disclaimer statement is added to the record:

 

            No claim is made to the exclusive right to use “FINANCIAL” apart from the mark as shown.

 

See 15 U.S.C. §1056(a); TMEP §§1213, 1213.08(a)(i).

 

 

 

 

/CarynGlasser/

Caryn Glasser

Trademark Examining Attorney

Law Office 105

Phone:  (571) 270-1517

Fax:  (571) 270-2517

caryn.glasser@uspt

 

 

United States Patent and Trademark Office (USPTO)

 

USPTO OFFICIAL NOTICE

 

Office Action (Official Letter) has issued

on December 02, 2019 for

U.S. Trademark Application Serial No. 88471794

 

Your trademark application has been reviewed by a trademark examining attorney.  As part of that review, the assigned attorney has issued an official letter.  Please follow the steps below.

 

(1)  Read the official letter.  No response is necessary.

 

(2)  Direct questions about the contents of the Office action to the assigned attorney below. 

 

/CarynGlasser/

Caryn Glasser

Trademark Examining Attorney

Law Office 105

Phone:  (571) 270-1517

Fax:  (571) 270-2517

caryn.glasser@uspt

 

Direct questions about navigating USPTO electronic forms, the USPTO website, the application process, the status of your application, and/or whether there are outstanding deadlines or documents related to your file to the Trademark Assistance Center (TAC).

 

 

 

GENERAL GUIDANCE

·       Check the status of your application periodically in the Trademark Status & Document Retrieval (TSDR) database to avoid missing critical deadlines.

 

·       Update your correspondence email address, if needed, to ensure you receive important USPTO notices about your application.

 

·       Beware of misleading notices sent by private companies about your application.  Private companies not associated with the USPTO use public information available in trademark registrations to mail and email trademark-related offers and notices – most of which require fees.  All official USPTO correspondence will only be emailed from the domain “@uspto.gov.”