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REGISTERED

on 7 Jun 2024

Last Applicant/ Owned by

STUDENTS OF WEALTH INC.

415 Madison Avenue, Suite 400New York NY 10036

Serial Number

2161006 filed on 9^th Jul 2021

Registration Number

TMA1237059 registered on 7^th Jun 2024

Registration expiry Date

9^th Jul 2031

Correspondent Address

GOWLING WLG (CANADA) LLP

SUITE 2600, 160 ELGIN STREETOTTAWA

ONTARIO

K1P1C3

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Trademark usage description

downloadable computer educational software and mobile application educational software in the field of financial planning and financial management; do Read More

Classification Information

Class [009]
Downloadable computer educational software and mobile application educational software in the field of financial planning and financial management; downloadable software for use in teaching individuals and groups financial literacy; downloadable software for financial planning and management; downloadable software for facilitating communication among youths, teens, young adults and parents in the fields of financial literacy, financial goal planning, budgeting, investing, and personal and household finance; downloadable software for online banking, transaction management, bill tracking and management, expense tracking and management and accounting; downloadable software for electronic payments and transferring funds to and from others; downloadable software for providing banking and financial alerts; downloadable software that enables users to capture, upload, download, store, organize, retrieve, and view information and data, all in the fields of personal finance and financial planning and management; downloadable software for enabling personal financial advisory, analysis and financial planning and management services; downloadable software for comparing and recommending financial products; downloadable computer games in the field of financial education; magnetically encoded debit cards, credit cards and prepaid cards.

Classification kind code

Class [036]
Financial services, namely, savings programs for youths; financial services, namely, savings programs, credit, debit, lending and financing services for individuals and groups; financial analysis, planning and management; financial management and financial planning advisory and consultancy services; providing web-based, automated and customized personal financial planning and management services, namely, customized management of personal financial accounts, monitoring of transactions and account balances, budget planning, spending reporting, and tracking of personal and household expenses; providing information in the fields finance, financial wellness, financial management, banking, saving, personal and household budgeting, and financial planning; financial services, namely, investment management services, financial planning services and providing guidance on financial products; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review and analysis; issuance of debit cards, credit cards, prepaid credit cards; online debit, pre-paid, stored-value and reloadable card balance and account tracking services; credit reporting services; electronic money transfer services; Automated Clearing House (ACH) transaction processing services; bill payment services; online banking services; online banking services featuring electronic alerts that alert credit and debit card users when a single transaction exceeds a certain amount; providing student loan information, and student loan services.

Classification kind code

Class [041]
Educational services, namely, online instruction and training advice in the fields of financial literacy, financial goal planning, budgeting, investing, and personal and household finance; educational services, namely, providing online educational information and reference materials in the fields of financial literacy, financial goal planning, budgeting, investing, and personal and household finance; educational services featuring facilitating communication and collaboration between youths, teens, young adults and parents in these fields of financial literacy education, financial goal planning, budgeting, investing, and personal and household finance; educational services, namely, providing online games, tutorials, and interactive training activities for youths, teens, young adults and parents in the fields of financial literacy, financial goal planning, budgeting, investing, and personal and household finance; providing an online computer game in the field of financial literacy education; entertainment services, namely, providing online electronic game services via electronic applications for mobile devices in the field of financial literacy education.

Classification kind code

Class [042]
Hosting a website featuring software for use in teaching individuals and groups financial literacy; hosting a website featuring software for financial planning and management; hosting a website featuring software for facilitating communication among youths, teens, young adults and parents in the fields of financial literacy, financial goal planning, budgeting, investing, and personal and household finance; hosting a website featuring software for online banking, transaction management, bill tracking and management, expense tracking and management and accounting; hosting a website featuring software for electronic payments and transferring funds to and from others; hosting a website featuring software for providing banking and financial alerts; hosting a website featuring software that enables users to capture, upload, download, store, organize, retrieve, and view information and data, all in the fields of personal finance and financial management; hosting a website featuring software for enabling personal financial advisory, analysis and financial planning services; hosting a website featuring software for comparing and recommending financial products; hosting a website featuring computer games in the field of financial education; providing online non-downloadable software for use in teaching individuals and groups financial literacy; providing online non-downloadable software for financial planning and management; providing online non-downloadable software for facilitating communication among youths, teens, young adults and parents in the fields of financial literacy, financial goal planning, budgeting, investing, and personal and household finance; providing online non-downloadable software for online banking, transaction management, bill tracking and management, expense tracking and management and accounting; providing online non-downloadable software for electronic payments and transferring funds to and from others; providing online non-downloadable software for providing banking and financial alerts; providing online non-downloadable software that enables users to capture, upload, download, store, organize, retrieve, and view information and data, all in the fields of personal finance and financial management; providing online non-downloadable software for enabling personal financial advisory, analysis and financial planning services; providing online non-downloadable software for comparing and recommending financial products.

Classification kind code

Mark Details

Serial Number

2161006

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 22 on 8^th May 2023	Search Recorded
Submitted for opposition 20 on 8^th May 2023	Examiner's First Report
Submitted for opposition 223 on 8^th May 2023	Total Provisional Refusal
Submitted for opposition 256 on 21^st Nov 2022	Notification of Possible Opposition Sent
Submitted for opposition 48 on 22^nd Feb 2022	Agent Changed
Submitted for opposition 257 on 20^th Jan 2022	Designation Notification - Madrid Protocol
Submitted for opposition 1 on 19^th Jan 2022	Created
Submitted for opposition 31 on 19^th Jan 2022	Formalized
Submitted for opposition 30 on 9^th Jul 2021	Filed
Submitted for opposition 228 on 9^th Jul 2021	International Registration