SOCIALLY RESPONSIBLE PERSONAL STRATEGY

Empower Annuity Insurance Company of America

Application Filed: 2024-01-05

Trademark Application Details

Status

630

Live/Pending

NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

Research	OneLook Acronym Finder
Serial Number	98344093
Mark Drawing Code	4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form
Attorney Name	Rachel A. Rice
Attorney Docket Number	112010751335

Timeline

2018-02-06	Date of First Use
2024-01-05	Application Filed
2024-01-05	Status: Live/Pending
2024-01-05	Transaction Date

Trademark Applicants & Owners

Owner:	Empower Annuity Insurance Company of America
Address	8525 E. Orchard Rd. 2T3 Greenwood Village CO 80111
Legal Entity Type	Corporation
Legal Entity State	CO

Documents

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Attorney of Record

Rachel A. Rice
8525 E. Orchard Rd.
2T3
Greenwood Village,CO 80111

Good, Services, and Codes

International Codes:	35
U.S. Codes:	100,102,101
International Codes:	36
U.S. Codes:	100,102,101

Type Code	Type
GS0361	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; Provision of financial information; Providing financial management services via computer and communication networks; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services; Investment management services; 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; Financial services, namely, investment portfolio construction.

Type Code

Type

GS0361

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; Provision of financial information; Providing financial management services via computer and communication networks; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services; Investment management services; 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; Financial services, namely, investment portfolio construction.

Trademark Filing History

Description	Date	Event Coding
NEW APPLICATION ENTERED	2024-01-05	1 NWAP I:Incoming Correspondence
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED	2024-04-23	2 NWOS I:Incoming Correspondence
ASSIGNED TO EXAMINER	2024-07-07	3 DOCK D:Assigned to Examiner
NON-FINAL ACTION WRITTEN	2024-07-08	4 CNRT R:Renewal
NON-FINAL ACTION E-MAILED	2024-07-08	5 GNRT F:First Action
NOTIFICATION OF NON-FINAL ACTION E-MAILED	2024-07-08	6 GNRN O:Outgoing Correspondence

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