CoBiz, Inc.Download PDFTrademark Trial and Appeal BoardJun 4, 2009No. 77238142 (T.T.A.B. Jun. 4, 2009) Copy Citation Mailed: 4 June 2009 AD UNITED STATES PATENT AND TRADEMARK OFFICE ________ Trademark Trial and Appeal Board ________ In re CoBiz, Inc. ________ Serial No. 77238142 _______ Leigh L. Augustine of Sherman & Howard, LLC for CoBiz, Inc. Andrea Koyner Nadelman, Trademark Examining Attorney, Law Office 110 (Chris A.F. Pedersen, Managing Attorney). _______ Before Quinn, Drost, and Ritchie, Administrative Trademark Judges. Opinion by Drost, Administrative Trademark Judge: On July 25, 2007, CoBiz, Inc. (applicant) applied to register the mark PATHWAYS, in standard character form, on the Principal Register for services ultimately identified as “on-line banking services; providing bank account information by telephone” in Class 36.1 The examining attorney refused to register the mark under Section 2(d) of the Trademark Act, 15 U.S.C. 1 Serial No. 77238142. The application contains an allegation of a date of first use anywhere and in commerce of February 1, 2003. THIS OPINION IS NOT A PRECEDENT OF THE TTAB Ser No. 77238142 2 § 1052(d), because of registration for the mark PATHWAYS, in standard character form, for “real estate mortgage banking and lending services; loan origination and financing via a global communications network” in Class 36.2 After the examining attorney made the refusal final,3 this appeal followed. The examining attorney’s position is that the marks are identical and “[b]oth the applicant and the registrant’s services include banking services, although the registrant’s banking services are more narrowly defined… [I]t is presumed that the applicant’s on-line banking services [include] real estate mortgage banking and lending services and loan origination and financial services.” Brief at unnumbered pp. 6-7. Applicant argues that: “(1) through Applicant’s Final Office Action Response, Applicant amended its recitation of services to further limit and distinguish the use of its mark from 2 Registration No. 2910065, issued December 14, 2004. 3 The examining attorney’s final Office action also refused registration because of two additional registrations for: PATHWAYS for “providing student loan repayment information via the print media and a global computer network; consultation services in the field of student loan repayments” (No. 2980616) and PATHWAY for “investment services, namely, investment advisory services, investment management, investment advice, investment consultation, investment of funds for others, alternative investments for others” (No. 3208939). The refusals based on these registrations were withdrawn in the examining attorney’s Denial of Request for Reconsideration (p. 1). Ser No. 77238142 3 other third parties with similar marks; (2) there are fourteen other marks owned by third parties, all in financial services and registered at the USPTO, that incorporate the terms ‘PATHWAY’ or ‘PATHWAYS,’ which deems all fourteen marks as extremely weak and each entitled only to a very narrow and limited scope of protection; (3) the nature of the services and trade channels between Applicant’s mark and the Cited Marks4 are dissimilar, and are easily distinguishable by the public; and finally (4) there are dozens of currently and peacefully co-existing common law ‘PATHWAY’ and ‘PATHWAYS’ marks in the financial industry, which deem the mark as inherently weak.” Brief at 1-2. A refusal based on a likelihood of confusion requires that we consider the evidence as it relates to the factors set out by the Court of Customs and Patent Appeals in In re E. I. du Pont de Nemours & Co., 476 F.2d 1357, 177 USPQ 563, 567 (CCPA 1973). See also In re Majestic Distilling Co., 315 F.3d 1311, 65 USPQ2d 1201, 1203 (Fed. Cir. 2003); and Recot, Inc. v. Becton, 214 F.3d 1322, 54 USPQ2d 1894, 1896 (Fed. Cir. 2000). In considering the evidence of record on these factors, we must keep in mind that “[t]he 4 Applicant’s brief addresses all three registrations originally cited by the examining attorney. Ser No. 77238142 4 fundamental inquiry mandated by § 2(d) goes to the cumulative effect of differences in the essential characteristics of the goods [or services] and differences in the marks.” Federated Foods, Inc. v. Fort Howard Paper Co., 544 F.2d 1098, 192 USPQ 24, 29 (CCPA 1976). Regarding the marks, it is clear that they are for the identical term PATHWAYS in standard character form. Therefore, there are no differences in the marks and that “even when goods or services are not competitive or intrinsically related, the use of identical marks can lead to an assumption that there is a common source.” In re Shell Oil Co., 992 F.2d 1204, 26 USPQ2d 1687, 1689 (Fed. Cir. 1993). See also Amcor, Inc. v. Amcor Industries, Inc., 210 USPQ 70, 78 (TTAB 1981) (When both parties are using the identical designation, “the relationship between the goods on which the parties use their marks need not be as great or as close as in the situation where the marks are not identical or strikingly similar”). Despite being identical, applicant argues that there “are fourteen (14) other USPTO-registered marks which incorporate the term ‘PATHWAY’ or ‘PATHWAYS;’ this fact deems all fourteen marks as extremely weak and entitled only to a very narrow and limited scope of protection.” Brief at 2. We note that applicant’s list of fourteen Ser No. 77238142 5 registrations includes the cited registration as well as the two cited and withdrawn registrations discussed in footnote 3. Regarding the other eleven registrations, the examining attorney argues that “applicant never provided copies of registrations from USPTO records… Accordingly, the third-party registrations should not be considered.” Brief at 5. We agree. Applicant has not properly made these registrations of record by referencing them in its request for reconsideration. In re Duofold, Inc., 184 USPQ 638, 640 (TTAB 1974) (“[T]he submission of a list of registrations is insufficient to make them of record”) and In re Carolina Apparel, 48 USPQ2d 1542, 1542 n.2 (TTAB 1998) (“The Board does not take judicial notice of third- party registrations, and the mere listing of them is insufficient to make them of record”). Furthermore, as the examining attorney points out, from the limited information the applicant has made of record in the list of registrations, “none of the identified services are identical to the applicant’s services.” Brief at 5. Indeed, despite applicant’s description of these registrations as “all in financial services” (Brief at 2), the services of most of these registrations are very different from the cited registration’s services, e.g., health insurance Ser No. 77238142 6 underwriting services, employee benefit retirement plan consulting, providing information services for insurance companies, and charitable services. The cited registration for real estate mortgage banking and lending services is also much narrower than applicant’s broadly identified on- line banking services and loan origination and financing via a global communications network. With its request for reconsideration, applicant also submitted 24 internet printouts. Applicant’s argument is that “[t]here are dozens of currently and peacefully co- existing common law ‘PATHWAY’ and ‘PATHWAYS’ marks in the financial industry, which deem the mark inherently weak, and, as such, reduce any likelihood of confusion.” Brief at 8. “Evidence of this fact is demonstrated through an Internet search utilizing Google.com for pathways and ‘financial services’ which returned 449,000 results.” Brief at 9. Applicant’s printout also includes the first ten results. However, truncated Google search results are entitled to little weight. In re Bayer Aktiengesellschaft, 488 F.3d 960, 82 USPQ2d 1828, 1833 (Fed. Cir. 2007) (“Search engine results — which provide little context to discern how a term is actually used on the webpage that can be accessed through the search result link — may be insufficient to determine the nature of the use of a term Ser No. 77238142 7 or the relevance of the search results to registration considerations”). See also In re Remacle, 66 USPQ2d 1222, 1223 n.2 (TTAB 2002)(“The examining attorney's print-out of the results of an Internet search by the Yahoo search engine are of little probative value, largely because insufficient text is available to determine the nature of the information and, thus, its relevance”). Here, we do not know how many search results were references to registrant or entities associated with it and the limited information included with these results does not permit us to give this evidence much weight. We add that when we study the 23 longer excerpts that applicant has made of record, at least nine are foreign sources. Whatever common-law rights or registrations entities may have in a mark in foreign countries would not affect the strength of a mark in the United States. Accord Bayer, 82 USPQ2d at 1835 (“Evidence of registration in other countries is not legally or factually relevant to potential consumer perception of Bayer’s analgesic goods in the United States”). Several other examples are simply titles of publications or names for conferences that include the term “Pathway” in the name. See Request for Reconsideration, Exhibits D, L, M, R, and U. Some are for different Ser No. 77238142 8 services. Id., Ex. K (“The financial services pathway focuses on preparing students for careers in Financial Services”) and N (“a full service public relations firm”). Many of the other references are little more than the names and addresses of various “Pathway” businesses. See Id., Exhibits E and F (Indiana), G (Tennessee), Q (Massachusetts), T (Idaho), and X (Michigan). This lack of evidence impacts the weight to which these third-party uses are entitled. Carl Karcher Enterprises Inc. v. Stars Restaurants Corp., 35 USPQ2d 1125, 1131 (TTAB 1995) (“[A]pplicant has not furnished any evidence regarding the extent of use of the marks by these third parties. The geographic locations of these restaurants, in many instances, are relatively obscure. Moreover, the pictures of these restaurants tend to indicate that the operations are small and local in nature”). Even when we consider the evidence of record, we cannot conclude that the term “Pathways” is such a weak mark that it is entitled to only a very narrow scope of protection. Next, we turn to the services of applicant and registrant to determine if they are related. We must consider the services as they are identified in the application and registration. Paula Payne Products v. Johnson Publishing Co., 473 F.2d 901, 177 USPQ 76, 77 (CCPA Ser No. 77238142 9 1973) (“Trademark cases involving the issue of likelihood of confusion must be decided on the basis of the respective descriptions of goods”) and In re Dixie Restaurants Inc., 105 F.3d 1405, 41 USPQ2d 1531, 1534 (Fed. Cir. 1997) (punctuation in original), quoting, Canadian Imperial Bank of Commerce v. Wells Fargo Bank, 811 F.2d 1490, 1 USPQ2d 1813, 1816 (Fed. Cir. 1987) (“‘Likelihood of confusion must be determined based on an analysis of the mark applied to the … services recited in applicant’s application vis-à-vis the … services recited in [a] … registration, rather than what the evidence shows the … services to be’”). See also Octocom Systems, Inc. v. Houston Computers Services Inc., 918 F.2d 937, 16 USPQ2d 1783, 1787 (Fed. Cir. 1990) (“The authority is legion that the question of registrability of an applicant’s mark must be decided on the basis of the identification of goods set forth in the application regardless of what the record may reveal as to the particular nature of an applicant’s goods, the particular channels of trade or the class of purchasers to which the sales of goods are directed”). Inasmuch as the examining attorney argues that the services are overlapping or identical in part, it is imperative that we determine whether this is correct because, if it is, the use of the identical mark PATHWAYS Ser No. 77238142 10 on identically overlapping services would be confusing. See Denial of Request for Reconsideration at 1 (“[A]pplicant’s services could encompass the registrant’s services”). Applicant’s services include “on-line banking services.” Registrant’s services include “real estate mortgage banking and lending services.” There are no limitations to applicant’s banking services except that they are performed online. Applicant’s banking services are broadly defined and they would include mortgage banking and lending. There is no evidence that registrant’s services could not be available online. Therefore, applicant’s online banking services overlap with registrant’s real estate mortgage banking and lending services. Finally, because the services “are legally identical, they must be presumed to travel in the same channels of trade, and be sold to the same class of purchasers.” In re Smith and Mehaffey, 31 USPQ2d 1531, 1532 (TTAB 1994). See also Hewlett-Packard Co. v. Packard Press, Inc., 281 F.2d 1261, 62 USPQ2d 1001, 1005 (Fed. Cir. 2002) (“[A]bsent restrictions in the application and registration, goods and services are presumed to travel in the same channels of trade to the same class of purchasers”) and Genesco Inc. v. Ser No. 77238142 11 Martz, 66 USPQ2d 1260, 1268 (TTAB 2003) (“Given the in-part identical and in-part related nature of the parties’ goods, and the lack of any restrictions in the identifications thereof as to trade channels and purchasers, these clothing items could be offered and sold to the same classes of purchasers through the same channels of trade”). As a result, inasmuch as the services are overlapping and the marks are identical, we conclude that confusion is likely. Decision: The refusal to register applicant’s mark PATHWAYS under Section 2(d) of the Trademark Act is affirmed. Copy with citationCopy as parenthetical citation