Trademark/Service Mark Application, Principal Register
PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number
Trademark/Service Mark Application, Principal Register
The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
Way2b1.com, Inc.
*MAILING ADDRESS
465 California St. Suite 1020
*CITY
San Francisco
*STATE
(Required for U.S. applicants)
California
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
94104
*EMAIL ADDRESS
XXXX
LEGAL ENTITY INFORMATION
TYPE
corporation
STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY OF INCORPORATION
Delaware
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS
009
*IDENTIFICATION
downloadable mobile applications for the management of financial affairs of individuals, their related entities such as partnerships, trusts,
qualified plans, and corporations, and advisory firms serving individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including
document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated
reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related
entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use
as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment
management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software comprising a comprehensive database management
system of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment
performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable software featuring computer
software for appointment scheduling; Downloadable software featuring computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources;
Downloadable software featuring computer software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and
transferring data and information; Downloadable software featuring computer software for business management, customer relationship management, document management, business process automation,
no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business
communications; Downloadable software featuring computer software for business management, operations and data analysis; Downloadable software featuring computer software for financial wellness
education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial
planning and management; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination,
personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for financial wellness
education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial
planning and management; Downloadable software featuring computer software for users to post, upload, view and share data, information and multimedia content; Downloadable software featuring computer
software for enabling communication between users on community sites on the Internet; Downloadable software featuring computer software for real-time transmission of data, messages, location
information, pictures, link information and texts; Downloadable software featuring computer software for programs in data networks for accessing on-line databases; Downloadable software featuring
computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; Downloadable software featuring computer software for use
in tracking habits and goals; downloadable computer programs and downloadable computer software for machine-learning based language and speech processing software; downloadable computer chatbot
software for simulating conversations; downloadable computer programs and downloadable computer software for creating and generating text
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
035
*IDENTIFICATION
Family succession planning; business transition planning; tax planning; Family office business services, namely, providing business management
and business consulting services for family offices; Family office business administration services
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
036
*IDENTIFICATION
Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services;
financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy
families; Family office services, namely, financial advisory and consultancy services in the field of financial planning for families; Financial consulting services in the field of planned giving for
non-profit and charitable organizations; philanthropy consultation related to taxation planning; tax and taxation planning, advice, information, and consultancy services
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
042
*IDENTIFICATION
Software as a service (SAAS) services featuring software for the management of financial affairs of individuals, their related entities such
as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; Software as a service (SAAS) services featuring software for use as a
comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment
management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring software for the management of
financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth
individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client
relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification,
utilizing a single, integrated database; Software as a service (SAAS) services featuring software comprising a comprehensive database management system of downloadable computer software for database
management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data
aggregation, with integrated reconciliation and verification, utilizing a single, integrated database;Software as a service (SAAS) services featuring online non-downloadable computer software for
appointment scheduling; Software as a service (SAAS) services featuring online non-downloadable computer software for monitoring and managing workers and work flow, and dispatching work force and
supporting resources; Software as a service (SAAS) services featuring online non-downloadable computer software for organizing and providing a platform for collaboration, sharing of information and
interactive discussions to other users, and uploading and transferring data and information;Providing Software-as-a-Service (SaaS) services featuring online, non-downloadable software for business
management, customer relationship management, document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources
management, calendaring and scheduling, and electronic messaging services for business communications; Software as a service (SAAS) services featuring software for business management, operations and
data analysis; Providing temporary use of a non-downloadable web application for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt
elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Platform as a service (PAAS) featuring computer software
platforms for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal
finances for the purposes of financial planning and management; Providing a website featuring non-downloadable software for financial wellness education, personal budgeting, organization of personal
finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing temporary use of
non-downloadable computer software which enables Internet users to post, upload, view and share data, information and multimedia content; provision of online non-downloadable computer software for
enabling communication between users on community sites on the Internet; providing non-downloadable computer software for real-time transmission of data, messages, location information, pictures,
link information and texts; provision of online non-downloadable computer software programs in data networks for accessing on-line databases;providing temporary use of non-downloadable computer
software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; software as a service (SaaS) featuring software for use in tracking
habits and goals; providing on-line temporary use of non-downloadable software for use in tracking habits and goals; provision of computer programs in data networks, namely, providing online
non-downloadable software for use in tracking habits and goals; online non-downloadable computer programs and downloadable computer software for machine-learning based language and speech processing
software; online non-downloadable computer chatbot software for simulating conversations; online non-downloadable computer programs and downloadable computer software for creating and generating
text
FILING BASIS
SECTION 1(b)
ATTORNEY INFORMATION
NAME
Rhett V. Barney
ATTORNEY DOCKET NUMBER
W179-0005TMU
ATTORNEY BAR MEMBERSHIP NUMBER
XXX
YEAR OF ADMISSION
XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY
XX
FIRM NAME
Lee & Hayes, PC
STREET
601 W. Riverside Suite 1400
CITY
Spokane
STATE
Washington
COUNTRY/REGION/JURISDICTION/U.S. TERRITORY
United States
ZIP/POSTAL CODE
99201
PHONE
509-944-4642
FAX
5093238979
EMAIL ADDRESS
trademarks@leehayes.com
OTHER APPOINTED ATTORNEY
David A. Divine, Robert A. Madayag III, George H. Brunt, Andrew L. Eisenberg, Joshua T. Grandinetti, Ethan B. Vodde and Johanna R.
Tomlinson
Attorney of Record, Lee & Hayes, PC, WA State Bar Member
SIGNATORY'S PHONE NUMBER
509-944-4642
DATE SIGNED
08/25/2023
SIGNATURE METHOD
Sent to third party for signature
PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number
Trademark/Service Mark Application, Principal Register
Serial Number:98151019
Filing Date:08/25/2023
To the Commissioner for Trademarks:
MARK: LIFEGPT (Standard Characters, see mark)
The literal element of the mark consists of LIFEGPT. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Way2b1.com, Inc., a corporation of Delaware, having an address of
465 California St. Suite 1020
San Francisco, California 94104
United States
XXXX
requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C.
Section 1051 et seq.), as amended, for the following:
International Class 009: downloadable mobile applications for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and
corporations, and advisory firms serving individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management,
client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification,
utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships,
trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database
management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation,
with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software comprising a comprehensive database management system of downloadable computer
software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment
management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable software featuring computer software for appointment scheduling;
Downloadable software featuring computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Downloadable software featuring computer
software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and transferring data and information;
Downloadable software featuring computer software for business management, customer relationship management, document management, business process automation, no-code and low-code modular software
development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business communications; Downloadable software featuring
computer software for business management, operations and data analysis; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of
personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software
featuring computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization
of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of
personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software
featuring computer software for users to post, upload, view and share data, information and multimedia content; Downloadable software featuring computer software for enabling communication between
users on community sites on the Internet; Downloadable software featuring computer software for real-time transmission of data, messages, location information, pictures, link information and texts;
Downloadable software featuring computer software for programs in data networks for accessing on-line databases; Downloadable software featuring computer software for lifestyle management and
recording which measures and displays user-selected items in categories selected by the user; Downloadable software featuring computer software for use in tracking habits and goals; downloadable
computer programs and downloadable computer software for machine-learning based language and speech processing software; downloadable computer chatbot software for simulating conversations;
downloadable computer programs and downloadable computer software for creating and generating text
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
International Class 035: Family succession planning; business transition planning; tax planning; Family office business services, namely, providing business management and business consulting
services for family offices; Family office business administration services
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
International Class 036: Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services;
wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families; Family office
services, namely, financial advisory and consultancy services in the field of financial planning for families; Financial consulting services in the field of planned giving for non-profit and
charitable organizations; philanthropy consultation related to taxation planning; tax and taxation planning, advice, information, and consultancy services
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
International Class 042: Software as a service (SAAS) services featuring software for the management of financial affairs of individuals, their related entities such as partnerships, trusts,
qualified plans, and corporations, and advisory firms serving individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database
management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation,
with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring software for the management of financial affairs of
ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related
entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger
and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database;
Software as a service (SAAS) services featuring software comprising a comprehensive database management system of downloadable computer software for database management and also including document
management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and
verification, utilizing a single, integrated database;Software as a service (SAAS) services featuring online non-downloadable computer software for appointment scheduling; Software as a service
(SAAS) services featuring online non-downloadable computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Software as a service
(SAAS) services featuring online non-downloadable computer software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and
uploading and transferring data and information;Providing Software-as-a-Service (SaaS) services featuring online, non-downloadable software for business management, customer relationship management,
document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and
electronic messaging services for business communications; Software as a service (SAAS) services featuring software for business management, operations and data analysis; Providing temporary use of a
non-downloadable web application for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and
organization of personal finances for the purposes of financial planning and management; Platform as a service (PAAS) featuring computer software platforms for financial wellness education, personal
budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and
management; Providing a website featuring non-downloadable software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination,
personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing temporary use of non-downloadable computer software which enables
Internet users to post, upload, view and share data, information and multimedia content; provision of online non-downloadable computer software for enabling communication between users on community
sites on the Internet; providing non-downloadable computer software for real-time transmission of data, messages, location information, pictures, link information and texts; provision of online
non-downloadable computer software programs in data networks for accessing on-line databases;providing temporary use of non-downloadable computer software for lifestyle management and recording which
measures and displays user-selected items in categories selected by the user; software as a service (SaaS) featuring software for use in tracking habits and goals; providing on-line temporary use of
non-downloadable software for use in tracking habits and goals; provision of computer programs in data networks, namely, providing online non-downloadable software for use in tracking habits and
goals; online non-downloadable computer programs and downloadable computer software for machine-learning based language and speech processing software; online non-downloadable computer chatbot
software for simulating conversations; online non-downloadable computer programs and downloadable computer software for creating and generating text
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
The owner's/holder's proposed attorney information: Rhett V. Barney. Other appointed attorneys are David A. Divine, Robert A. Madayag III, George H. Brunt, Andrew L. Eisenberg, Joshua T. Grandinetti,
Ethan B. Vodde and Johanna R. Tomlinson. Rhett V. Barney of Lee & Hayes, PC, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located
at
601 W. Riverside Suite 1400
Spokane, Washington 99201
United States
509-944-4642(phone)
5093238979(fax)
trademarks@leehayes.com
The docket/reference number is W179-0005TMU.
Rhett V. Barney submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S.
Commonwealth or territory.
The applicant's current Correspondence Information:
Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed,
and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $1400 has been submitted with the application, representing payment for 4 class(es).
Declaration
Declaration Signature
Signature: /Rhett Barney/ Date: 08/25/2023
Signatory's Name: Rhett V. Barney
Signatory's Position: Attorney of Record, Lee & Hayes, PC, WA State Bar Member
Signatory's Phone Number: 509-944-4642
Signature method: Sent to third party for signature
Payment Sale Number: 98151019
Payment Accounting Date: 08/25/2023
Serial Number: 98151019
Internet Transmission Date: Fri Aug 25 15:15:22 ET 2023
TEAS Stamp: USPTO/BAS-XX.XX.XXX.XXX-2023082515152329
2374-98151019-860e9d883a65a7d01c221a57d0
8b60b6c343bd7edd03f9362f1b1697114a0335-C
C-15225013-20230825132453579686