SUITABILITYPRO
LIVE

Serial Number

88132822

Owner

Morningstar, Inc.

Attorney

Andrew N. Spivak

First Use Date

Sep 26, 2018

Filing Date

Sep 26, 2018

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SUITABILITYPRO Trademark

Serial Number: 88132822 • Registration: 5952885

SUITABILITYPRO is a trademark filed by Morningstar, Inc. on September 26, 2018. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Morningstar, Inc. (58 trademarks)

225 West Wacker Drive
Chicago, IL 60606

Entity Type: 03

PlanPlus Global Inc.

55 Mary Street, Suite 200
Lindsay, Ontario K9V5Z6 , CA

Entity Type: 03

Trademark Details

Filing Date

September 26, 2018

Registration Date

January 7, 2020

First Use Anywhere

September 26, 2018

First Use in Commerce

April 22, 2019

Published for Opposition

October 22, 2019

Goods & Services

Computer software for generating risk profiles for individuals; Computer software for generating financial plans for individuals; Computer software for monitoring the implementation of financial plans for individuals, and for recommending strategies based on the risk profile of the individual

Personalized investment counselling; personalized risk assessment services

Software as a service (SAAS) services featuring software for generating risk profiles for individuals; Software as a service (SAAS) services featuring software for generating financial plans for individuals; Software as a service (SAAS) services featuring software for monitoring the implementation of financial plans for individuals and the performance of financial products, namely, investments, insurance, and loans, and for providing notifications and recommendations based on an analysis of monitored implementation and performance

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 7, 2025 REM1
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 20, 2020 ASGN
REGISTERED-PRINCIPAL REGISTER
Jan 7, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 22, 2019 NPUB
PUBLISHED FOR OPPOSITION
Oct 22, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 2, 2019 NONP
ELECTRONIC RECORD REVIEW COMPLETE
Sep 13, 2019 FIXD
ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
Sep 6, 2019 ERRR
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 3, 2019 CNSA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Aug 30, 2019 AAUA
USE AMENDMENT ACCEPTED
Aug 29, 2019 IUAA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 28, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 28, 2019 CRFA
ASSIGNED TO LIE
Aug 28, 2019 ALIE
AMENDMENT TO USE PROCESSING COMPLETE
Aug 21, 2019 AUPC
USE AMENDMENT FILED
Aug 21, 2019 IUAF
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Aug 20, 2019 ERSI
TEAS AMENDMENT OF USE RECEIVED
Aug 20, 2019 EAAU
NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
Jul 8, 2019 GNS2
INQUIRY TO SUSPENSION E-MAILED
Jul 8, 2019 GNSI
SUSPENSION INQUIRY WRITTEN
Jul 8, 2019 CNSI
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Jan 8, 2019 GNS3
LETTER OF SUSPENSION E-MAILED
Jan 8, 2019 GNSL
SUSPENSION LETTER WRITTEN
Jan 8, 2019 CNSL
ASSIGNED TO EXAMINER
Jan 8, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 4, 2018 NWOS
NEW APPLICATION ENTERED
Sep 29, 2018 NWAP