YODLEE

Serial Number 85572218
Registration 4623137
800

Registration Progress

Application Filed
Mar 16, 2012
Under Examination
Approved for Publication
Aug 5, 2014
Published for Opposition
Aug 5, 2014
Registered
Oct 21, 2014

Trademark Image

YODLEE

Basic Information

Serial Number
85572218
Registration Number
4623137
Filing Date
March 16, 2012
Registration Date
October 21, 2014
Published for Opposition
August 5, 2014
Renewal Date
October 21, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
800
Status Date
Aug 20, 2024
Registration
Registered
Classes
009 035 036 042

Rights Holder

Yodlee, Inc.

03
Address
621 Hillsborough Street, 10th Floor
Raleigh, NC 27603

Ownership History

Yodlee, Inc.

Original Applicant
03
Redwood City, CA

Yodlee, Inc.

Owner at Publication
03
Redwood City, CA

Yodlee, Inc.

Original Registrant
03
Raleigh, NC

Legal Representation

Attorney
Martin R Greenstein

USPTO Deadlines

Next Deadline
3388 days remaining
Section 8 & 9 (20-Year) Renewal Due (Based on registration date 2014-10-21)
Due Date
October 21, 2034
Grace Period Ends
April 21, 2035

Application History

50 events
Date Code Type Description
Dec 4, 2024 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Aug 20, 2024 NA89 E NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Aug 20, 2024 RNL1 Q REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Aug 20, 2024 89AG O REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Aug 20, 2024 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 4, 2024 E89R I TEAS SECTION 8 & 9 RECEIVED
Oct 21, 2023 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Dec 20, 2022 NURC C NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
Nov 15, 2022 NCP7 E NOTICE OF PARTIAL CANCELLATION SEC. 7 SURRENDER EMAILED
Nov 12, 2022 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Nov 12, 2022 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Nov 12, 2022 C7P. O CANCELLED SEC. 7 - PARTIAL
Nov 12, 2022 A7OK O AMENDMENT UNDER SECTION 7 - PROCESSED
Mar 29, 2022 EROP I TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Mar 28, 2022 ES7R I TEAS SECTION 7 REQUEST RECEIVED
Sep 29, 2021 PR23 O POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Feb 2, 2021 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 21, 2020 E815 I TEAS SECTION 8 & 15 RECEIVED
Oct 21, 2019 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 5, 2017 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 5, 2017 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 22, 2016 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 22, 2016 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 21, 2014 R.PR A REGISTERED-PRINCIPAL REGISTER
Aug 5, 2014 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 5, 2014 PUBO A PUBLISHED FOR OPPOSITION
Jul 16, 2014 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 27, 2014 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED
Jun 26, 2014 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 26, 2014 XAEC I EXAMINER'S AMENDMENT ENTERED
Jun 26, 2014 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 26, 2014 GNEA O EXAMINERS AMENDMENT E-MAILED
Jun 26, 2014 CNEA R EXAMINERS AMENDMENT -WRITTEN
Feb 12, 2014 GNFN O NOTIFICATION OF FINAL REFUSAL EMAILED
Feb 12, 2014 GNFR O FINAL REFUSAL E-MAILED
Feb 12, 2014 CNFR R FINAL REFUSAL WRITTEN
Jan 22, 2014 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 21, 2014 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 21, 2014 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 21, 2014 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 13, 2013 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 13, 2013 GNRT O NON-FINAL ACTION E-MAILED
Aug 13, 2013 CNRT R NON-FINAL ACTION WRITTEN
Jul 23, 2013 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 22, 2013 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 22, 2013 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 20, 2013 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 20, 2013 GNRT O NON-FINAL ACTION E-MAILED
Jan 20, 2013 CNRT R NON-FINAL ACTION WRITTEN
Dec 28, 2012 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED

Detailed Classifications

Class 009
[ Computer software for aggregation of banking, financial, investment and personal records and information; computer software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; Computer software for conducting and accepting online financial and e-commerce transactions; computer program development tools for the creation, development, distribution and control of computer software in the field of financial management and online financial and e-commerce transactions; computer software for the creation and operation of an e-commerce business and for the operation of an online retail store site for the purchase and download of computer software applications ]
First Use Anywhere: Nov 20, 2002
First Use in Commerce: Nov 20, 2002
Class 035
[ Online retail store services for the purchase and download of computer software applications in the field of financial management and online financial and e-commerce transactions; ] providing billing alerts
First Use Anywhere: Nov 9, 2005
First Use in Commerce: Nov 9, 2005
Class 036
Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; Financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, [ insurance policies ] and loans all over electronic communications networks; providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, [ insurance ] and loans by means of electronic communications networks; providing online personal banking services; providing online financial management services for personal, household and business applications; Providing online electronic funds transfer, debit card and bill payment services; Providing electronic and web-based processing and subsequent transmission of funds transfers, bill payments and electronic payment data; electronic payment services, namely, electronic processing and subsequent transmission of bill payment data; financial transaction services, namely, providing secure commercial transactions and electronic payment options; providing electronic processing of electronic payments and transfers via a global computer network; electronic debit transactions
First Use Anywhere: Feb 1, 2000
First Use in Commerce: Feb 1, 2000
Class 042
Computer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial management and online payments; developing and hosting a server on a computer network for the purpose of facilitating e-commerce via such a server featuring computer software applications; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Technical assistance in the field of computer systems, networks and software all of which are provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Customer technical support services, namely, consulting and customization services for custom integration and customization of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; * software as a services (SaaS) services featuring computer software for aggregation of banking, financial, investment and personal records and information; application service provider featuring application programming interface (API) software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; providing temporary use of on-line non-downloadable computer program development tools for the creation, development, distribution and control of computer software in the field of financial management and online financial and e-commerce transactions; application service provider featuring application programming interface (API) software for the creation and operation of an e-commerce business and for the operation of an online retail store site for the purchase and download of computer software applications *
First Use Anywhere: Feb 1, 2000
First Use in Commerce: Feb 1, 2000

Additional Information

Color Claim
Color is not claimed as a feature of the mark.
Other
Page 1, In the statement, lines 4-17, is deleted, And, Page 2, line 39, "software as a services (SaaS) services featuring computer software for aggregation of banking, financial, investment and personal records and information; application service provider featuring application programming interface (API) software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; providing temporary use of on-line non-downloadable computer program development tools for the creation, development, distribution and control of computer software in the field of financial management and online financial and e-commerce transactions; application service provider featuring application programming interface (API) software for the creation and operation of an e-commerce business and for the operation of an online retail store site for the purchase and download of computer software applications" is inserted after "services".

Classification

International Classes
009 035 036 042