Serial #97111011
LIVE

Serial Number

97111011

Owner

Betterment Holdings, Inc.

Attorney

Allison Strickland Ricketts, Esq.

First Use Date

Nov 16, 2021

Filing Date

Nov 5, 2021

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Serial #97111011 Trademark

Serial Number: 97111011 • Registration: 6982108

Serial #97111011 is a trademark filed by Betterment Holdings, Inc. on November 5, 2021. 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

Betterment Holdings, Inc.

450 West 33rd Street, Floor 11
New York, NY 10001

Entity Type: 03

Trademark Details

Filing Date

November 5, 2021

Registration Date

February 14, 2023

First Use Anywhere

November 16, 2021

First Use in Commerce

November 16, 2021

Published for Opposition

September 27, 2022

Goods & Services

Downloadable software application for managing investments;downloadable software application for use in financial planning and management of investments and retirement savings

Providing on-line, non-downloadable, interactive software for managing investments; providing on-line, non-downloadable, interactive software and applications for use in financial planning and management of investments and retirement savings

Providing automated and customized personal financial management services, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting; financial services, namely, investment advisory services; securities brokerage services; online financial planning services; online financial valuations, information, research and investment recommendations

Filing History

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Feb 2, 2026 ASCK
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 28, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 28, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 28, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Mar 28, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Mar 28, 2025 COAR
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Feb 14, 2023 NRCC
REGISTERED-PRINCIPAL REGISTER
Feb 14, 2023 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jan 12, 2023 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jan 11, 2023 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jan 10, 2023 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jan 10, 2023 AITU
USE AMENDMENT FILED
Dec 8, 2022 IUAF
TEAS STATEMENT OF USE RECEIVED
Dec 8, 2022 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Nov 22, 2022 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Sep 27, 2022 NPUB
PUBLISHED FOR OPPOSITION
Sep 27, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 7, 2022 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 25, 2022 CNSA
ASSIGNED TO EXAMINER
Aug 16, 2022 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Nov 16, 2021 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 15, 2021 NWOS
NEW APPLICATION ENTERED
Nov 9, 2021 NWAP