14 June 2011 - U.S. Patent and Trademark Office

TM 22 OFFICIAL GAZETTE JUNE 14, 2011
CLASS 16—PAPER GOODS AND PRINTED
MATTER
FOR PRINTED MATERIAL, NAMELY, BOOKLETS,
NEWSLETTERS, RESEARCH REPORTS, WORKBOOKS,
LEAFLETS, BROCHURES, PAMPHLETS AND PERIOD-
ICALS IN THE FIELD OF INVESTMENTS (U.S. CLS. 2, 5,
22, 23, 29, 37, 38 AND 50).
CLASS 35—ADVERTISING AND BUSINESS
FOR PROVIDING INFORMATION AND MARKET
ANALYSIS IN THE FIELD OF ECONOMICS; PROVID-
ING NEWS, INFORMATION, RESEARCH, AND ANA-
LYSIS IN THE FIELDS OF BUSINESS, CURRENT
BUSINESS EVENTS, NAMELY, FEDERAL REGULA-
TORY AND LEGISLATIVE CHANGES, GLOBAL ECO-
NOMIC TRENDS AND ECONOMIC OUTLOOK,
GOVERNMENT, NAMELY, ECONOMICS; PROVIDING
AN ON-LINE COMPUTER DATABASE IN THE FIELDS
OF BUSINESS, CURRENT BUSINESS EVENTS,
NAMELY, FEDERAL REGULATORY AND LEGISLA-
TIVE CHANGES, GLOBAL ECONOMIC TRENDS AND
ECONOMIC OUTLOOK, GOVERNMENT, NAMELY,
ECONOMICS; PROVIDING INFORMATION AND ANA-
LYSIS IN THE FIELDS OF ECONOMICS, AND BUSI-
NESS BY ONLINE MEANS; BUSINESS CONSULTING
SERVICES IN THE FIELDS OF HUMAN CAPITAL,
BUSINESS AND STRATEGY PLANNING, MARKETING
AND BUSINESS DEVELOPMENT, TRANSITION SER-
VICES FOR FINANCIAL ADVISORS, OPERATIONS
SUPPORT, AND COMPLIANCE RESOURCES (U.S. CLS.
100, 101 AND 102).
CLASS 36—INSURANCE AND FINANCIAL
FOR PROVIDING FINANCIAL AND INVESTMENT
INFORMATION TO INVESTORS FOR USE IN THE
TRADING AND ANALYSIS OF INVESTMENTS, FI-
NANCES AND FINANCIAL PLANNING, VIA A GLOBAL
COMPUTER NETWORK; PROVIDING NEWS IN THE
FIELD OF FINANCE AND INVESTMENTS FOR USE BY
INVESTORS IN THE TRADING AND ANALYSIS OF
INVESTMENTS, FINANCES AND FINANCIAL PLAN-
NING, VIA A GLOBAL COMPUTER NETWORK; PRO-
VIDING FINANCIAL AND INVESTMENT RESEARCH
DATA TO INVESTORS FOR USE IN THE TRADING
AND ANALYSIS OF INVESTMENTS, FINANCES AND
FINANCIAL PLANNING, VIA A GLOBAL COMPUTER
NETWORK; PROVIDING DATABASES IN THE FIELD
OF FINANCE AND INVESTMENT FOR USE BY INVES-
TORS IN THE TRADING AND ANALYSIS OF INVEST-
MENTS, FINANCES AND FINANCIAL PLANNING, VIA
A GLOBAL COMPUTER NETWORK; BROKERAGE
SERVICES AND INVESTMENT SERVICES PROVIDED
ELECTRONICALLY AND VIA GLOBAL INFORMATION
NETWORKS, NAMELY, ELECTRONIC TRADING IN
SECURITIES, STOCKS, BONDS, MUTUAL FUNDS,
MONEY MARKET FUNDS, COMMODITIES, FUTURES,
OPTIONS, AND INDICES OF ANY OF THEM; BROKER-
AGE SERVICES IN THE FIELDS OF SECURITIES,
STOCKS, BONDS, MUTUAL FUNDS, MANAGED AC-
COUNTS, STRUCTURED PRODUCTS, ALTERNATIVE
INVESTMENTS, CASH PRODUCTS, MONEY MARKET
FUNDS, COMMODITIES, FUTURES, OPTIONS, AND
INDICES OF ANY OF THEM; SECURITIES BROKER-
AGE ACCOUNT SERVICES NAMELY, AN INTEREST
BEARING FEATURE FOR CASH BETWEEN INVEST-
MENTS, ACCESS TO CASH, AND MARGIN LOANS;
BANKING SERVICES; CREDIT CARD AND DEBIT
CARD SERVICES; BILL PAYMENT SERVICES; PROVID-
ING INFORMATION SERVICES IN THE FIELD OF
INVESTMENT ACCOUNTS; FINANCIAL ADMINISTRA-
TION OF RETIREMENT PLANS; TRUST SERVICES,
NAMELY, TRUST COMPANY CUSTODY SERVICES;
INSURANCE BROKERAGE SERVICES; CASH MAN-
AGEMENT ACCOUNT SERVICES; FIXED INCOME IN-
VESTMENT SERVICES, NAMELY, PROVIDING
FINANCIAL TRADING SERVICES AND FINANCIAL
INFORMATION IN THE FIELD OF FIXED INCOME
INVESTMENT PRODUCTS; ELECTRONIC FUND
TRANSFER SERVICES; SEPARATELY MANAGED AC-
COUNT AND STRUCTURED FINANCIAL PRODUCT
SERVICES, NAMELY, BROKERAGE OF STRUCTURED
PRODUCTS, NAMELY STRUCTURED CDS, PRINCIPAL
PROTECTED NOTES, BUFFERED NOTES, RETURN
ENHANCED NOTES, AND REVERSE CONVERTIBLES,
TO HEDGE OR MONETIZE CONCENTRATED EQUITY
POSITIONS; PROVIDING FINANCIAL INFORMATION
AND BROKERAGE SERVICES RELATING TO THIRD
PARTY BANK STRUCTURED INVESTMENT PRO-
DUCTS, NAMELY, PRINCIPAL PROTECTED NOTES,
BUFFERED AND LEVERAGED NOTES, STRUCTURED
CERTIFICATES OF DEPOSIT AND RATE NOTES; PRO-
VIDING INFORMATION AND FINANCIAL ANALYSIS
IN THE FIELDS OF FINANCE, INVESTMENT, FINAN-
CIAL PLANNING, AND INVESTMENT STRATEGY;
PROVIDING NEWS, INFORMATION, RESEARCH, AND
ANALYSIS IN THE FIELDS OF INVESTING, FINANCE,
FINANCIAL PLANNING, AND CURRENT FINANCIAL
EVENTS, NAMELY, MACRO AND MICROECONOMIC
TRENDS, MERGERS AND ACQUISITIONS AND BANK
FAILURES; PROVIDING AN ON-LINE COMPUTER
DATABASE IN THE FIELDS OF INVESTING, FINANCE,
FINANCIAL PLANNING, AND CURRENT FINANCIAL
EVENTS, NAMELY, MACRO AND MICROECONOMIC
TRENDS, MERGERS AND ACQUISITIONS AND BANK
FAILURES; BROKERAGE SERVICES IN THE FIELDS
OF SECURITIES, STOCKS, BONDS, MUTUAL FUNDS,
MONEY MARKET FUNDS, COMMODITIES, FUTURES,
OPTIONS, AND INDICES OF ANY OF THEM, PRO-
VIDED ELECTRONICALLY AND VIA GLOBAL INFOR-
MATION NETWORKS; PROVIDING INFORMATION
AND ANALYSIS IN THE FIELDS OF FINANCE, IN-
VESTMENT, FINANCIAL PLANNING, AND INVEST-
MENT STRATEGY BY ONLINE MEANS; PROVIDING
ON-LINE COMPUTER DATABASES FEATURING PER-
SONAL FINANCIAL INFORMATION ABOUT FINAN-
CIAL PORTFOLIO ACCOUNTS (U.S. CLS. 100, 101 AND
102).
CLASS 41—EDUCATION AND ENTERTAIN-
MENT
FOR EDUCATIONAL SERVICES, NAMELY CON-
DUCTING SEMINARS, CONFERENCES, LECTURES,
CLASSES, SYMPOSIUMS AND WORKSHOPS IN THE
FIELDS OF INVESTMENT, FINANCE, ECONOMICS,
BUSINESS, FINANCIAL PLANNING, PORTFOLIO MAN-
AGEMENT, RETIREMENT PLANNING, MONEY MAN-
AGEMENT, INVESTMENT STRATEGY, ASSET
ALLOCATION, AND PRACTICE MANAGEMENT AND
TECHNOLOGY; PROVIDING ONLINE PUBLICATIONS
IN THE NATURE OF EMAIL NEWSLETTERS, MAGA-
ZINES AND WEB-BASED MATERIALS, NAMELY, WEB-
BASED NEWSLETTER AND MAGAZINES IN THE
FIELDS OF INVESTMENT, FINANCE, ECONOMICS,
BUSINESS, FINANCIAL PLANNING, PORTFOLIO MAN-
AGEMENT, RETIREMENT PLANNING, MONEY MAN-
AGEMENT, INVESTMENT STRATEGY, ASSET
ALLOCATION, PRACTICE MANAGEMENT AND TECH-
NOLOGY; AND ENTERTAINMENT SERVICES,
NAMELY, PROVIDING WEBCASTS IN THE FIELDS OF
INVESTMENT, FINANCE, ECONOMICS, BUSINESS, FI-
NANCIAL PLANNING, PORTFOLIO MANAGEMENT,
RETIREMENT PLANNING, MONEY MANAGEMENT,
INVESTMENT STRATEGY, ASSET ALLOCATION,
PRACTICE MANAGEMENT AND TECHNOLOGY (U.S.
CLS. 100, 101 AND 107).
CLASS 42—SCIENTIFIC AND COMPUTER
SERVICES
FOR TECHNOLOGY CONSULTATION SERVICES,
NAMELY, CONSULTING SERVICES FOR ASSISTING
INVESTMENT ADVISORS IN SELECTING, IMPLE-
MENTING AND ADOPTING TECHNOLOGIES,
NAMELY, COMPUTER HARDWARE AND SOFTWARE,
FOR THE PROVISION OF FINANCIAL SERVICES;
PROVIDING TEMPORARY USE OF ON-LINE NON-
DOWNLOADABLE SOFTWARE TOOLS FOR PERFORM-
ING INVESTMENT PORTFOLIO TRANSACTIONS,
TRADING, ACCOUNTING, ALLOCATION, REPORT-
ING, DOWNLOADING FINANCIAL ACCOUNT DATA,
DATA MANAGEMENT, PERFORMING RESEARCH,
AND PERFORMANCE AND TRANSACTION TRACK-
ING; PROVIDING TEMPORARY USE OF ON-LINE
NON-DOWNLOADABLE SOFTWARE TOOLS FOR
TRACKING AND COMPARING PERFORMANCE OF
FINANCIAL PRODUCTS AND FOR RESEARCH INFOR-
MATION REGARDING INDUSTRY, SECTOR AND SE-
CURITY FINANCIAL ANALYSES AND RATINGS (U.S.
CLS. 100 AND 101).
BILL DAWE, EXAMINING ATTORNEY