INVEST4U Trademark

Serial Number: 98945224

INVEST4U is a trademark filed by PENCHECKS, INC. on January 8, 2025. The trademark is classified under Class 42 (Computer & Scientific). The application is currently pending registration.

Trademark Classes

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

PENCHECKS, INC. (14 trademarks)

8580 La Mesa Blvd.
La Mesa, CA 91942

Entity Type: 03

Legal Representation

Attorney of Record

Thanasi K. Preovolos

12 trademarks filed View all →

Correspondence Address

Thanasi K. Preovolos Preovolos Lewin, ALC

451 A Street, Suite 1600

San Diego, CA 92101

United States

Trademark Details

Filing Date

January 8, 2025

Registration Date

Not Registered

First Use Anywhere

January 1, 2025

First Use in Commerce

January 1, 2025

Published for Opposition

November 18, 2025

Goods & Services

Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; Software as a service (SAAS) services featuring software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; Software as a service (SAAS) services featuring software for providing analytical reporting, criteria-based messaging, and personalized financial insights