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STRAD

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STRAD
APPROVED

on 9 Apr 2025

Last Applicant/ Owned by

Dow Software, LLC

8205 Natures Way, #219Lakewood Ranch, FL 34202

US

Serial Number

2032552 filed on 5th Jun 2020

Correspondent Address

STEWART MCKELVEY

600-1741 Lower Water StreetHalifax

NOVA SCOTIA

CA

B3J3P6

STRAD

Trademark usage description

financial advisory services, namely financial planning and investment management services; investment advisory services; investment management; financ Read More

Classification Information

Class [035]
Advertising, marketing, promotional and business

Comment text

CIPO Classification Code

Classification kind code

Nice

Class [036]
Financial advisory services, namely financial planning and investment management services; investment advisory services; investment management; financial portfolio analysis services; investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, and financial philanthropic gift planning; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, banks and other financial institutions, accounts, lawyers and other professional advisors, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; providing information in the field of financial planning and financial investments via a website.

Classification kind code

11

Class [042]
Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing temporary use of online non-downloadable software and applications for use by family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants, in the management of investments, taxes, philanthropic activities, trusts, household finances, real property maintenance, housekeeping and repairs, and travel planning and coordination; providing temporary use of online non-downloadable software and applications for use to facilitate communication among family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants; providing temporary use of online non-downloadable software and applications for use by family offices, families, households and individuals, and their professional advisors and support personnel, in the management of information and communications related to staffing, health and medical matters, pets, social connections, calendaring, recordkeeping and memorabilia.

Classification kind code

11

Mark Details

Serial Number

2032552

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 27
on 9th Apr 2025		Approval Notice Sent
Submitted for opposition 26
on 9th Apr 2025		Approved
Submitted for opposition 23
on 1st Apr 2025		Default Removed
Submitted for opposition 14
on 10th Feb 2025		Default Notice Sent
Submitted for opposition 22
on 23rd Jul 2024		Search Recorded
Submitted for opposition 20
on 23rd Jul 2024		Examiner's First Report
Submitted for opposition 287
on 16th Jun 2022		Pre-Assessment Letter Sent
Submitted for opposition 30
on 5th Jun 2020		Filed
Submitted for opposition 1
on 5th Jun 2020		Created
Submitted for opposition 31
on 5th Jun 2020		Formalized