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Trademark Valet

Decisions · Industry

Financial Services

5 decisions coded to this industry. Industry tags describe the goods or services in the dispute, not the legal ground.

All 28 industries
Industrial & Manufacturing 10Cosmetics & Personal Care 9Professional Services 9Sports & Recreation 9Construction & Real Estate 6Financial Services 5Hospitality & Travel 5Education 4Agriculture 3Automotive 3Automotive Parts & Retail 1Cloud Computing & Technology 1Data Storage & Infrastructure 1Dietary Supplements & Pharmaceuticals 1Failure to Function / Service Mark 1Fashion & Apparel 1Food & Condiments 1Health & Breast Cancer Awareness 1Jewelry & Accessories 1Managed IT Services 1Nonprofit & Charitable Services 1
By du Pont factor
1. Similarity of the marks 382. Relatedness of the goods or services 373. Similarity of trade channels 274. Conditions of sale and buyer sophistication 235. Fame of the prior mark 96. Number and nature of similar marks in use 147. Nature and extent of actual confusion 108. Length of concurrent use without actual confusion 510. Market interface between applicant and owner of a prior mark 412. Extent of potential confusion 313. Any other established fact probative of the effect of use 8
By posture
Ex parte appeal 158Opposition 17Cancellation 3
PrecedentialNotableNo later change on its docket

In re Advanced New Technologies Co., Ltd.

The Board refused registration of ZHIMA because the applicant would not add a required statement translating the word (evidence showed ZHIMA is the Chinese word for ‘sesame,’ used across…

86832288 · 2023-01-12 · ZHIMA

PrecedentialNotableNo later change on its docket

In re Guaranteed Rate, Inc.

The Board refused to register GUARANTEED RATE in plain words for mortgage lending services: the phrase merely describes a mortgage feature (a rate that is guaranteed), and the company’s…

Application Serial No. 87054820 · 2020-07-30 · GUARANTEED RATE (in standard characters), under the provisions of Section 2(f) of the Trademark Act based on a claim of acquired distinctiveness

PrecedentialNotableNot checked

In re Guaranteed Rate, Inc.

The Board refused the GUARANTEED RATE logo (grey and white words on a red downward arrow) unless the company gives up exclusive rights to the words ‘Guaranteed Rate’ — if it files that…

Application Serial No. 87054849 · 2020-07-30 · GUARANTEED RATE and design - the word "GUARANTEED" in grey and "RATE" in white, where the word "RATE" appears on a red arrow pointing down; the colors grey, red and white claimed as a feature of the mark; acquired distinctiveness claimed under Section 2(f) as to the term "Guaranteed Rate"

PrecedentialLandmarkNo later change on its docket

Refusal upheld

In re Guild Mortgage Company

GUILD MORTGAGE COMPANY was found too similar to the registered GUILD INVESTMENT MANAGEMENT for related financial services, and more than forty years of side-by-side use without proven…

86709944 · 2020-03-31 · GUILD MORTGAGE COMPANY and design (three lines above IL) v. GUILD INVESTMENT MANAGEMENT

PrecedentialNotableNo later change on its docket

In re Katch, LLC

The USPTO’s refusal of HEALTHPLANS.COM for health insurance lead-generation and advertising services (Class 35) was upheld because the Board found that consumers would recognize the term as…

86301765 · 2019-06-20 · HEALTHPLANS.COM

Who checked this

Drafted with automated assistance. Not yet reviewed by an attorney, and this page says so until it is.