PsyBar, LLCv.David Mahony, Ph.D., ABPPDownload PDFTrademark Trial and Appeal BoardAug 28, 2013No. 91198483 (T.T.A.B. Aug. 28, 2013) Copy Citation THIS OPINION IS NOT A PRECEDENT OF THE TTAB Mailed: August 28, 2013 UNITED STATES PATENT AND TRADEMARK OFFICE _____ Trademark Trial and Appeal Board ______ PsyBar, LLC v. David Mahony, Ph.D., ABPP ___ Opposition No. 91198483 to Application Serial No. 85095429 ___ Robert A. Gust of Bernick Lifson, P.A. David Mahony, Ph.D., ABPP, pro se ______ Before Holtzman, Lykos and Adlin, Administrative Trademark Judges. Opinion by Adlin, Administrative Trademark Judge: Applicant David Mahony, Ph.D., ABPP (“applicant”) seeks registration of the mark PSYBARI, in standard characters, for “Personality testing for psychological purposes; Providing psychological profiles and psychological record analysis and assessments via a website that are designed to provide custom tailored outputs about recommended resources and treatments associated with a defined set of Opposition No. 91198483 2 symptoms and concerns; Psychological assessment services; Psychological testing; Psychological testing services; Psychological tests” in International Class 44.1 In its amended notice of opposition, PsyBar, LLC (“opposer”) alleges prior use of the mark PSYBAR for “providing personality and other psychological testing for psychological purposes, providing psychological profiles and psychological record analysis and assessments; providing custom tailored reports about recommended resources and treatments associated with a defined set of symptoms and concerns; psychological assessment services; psychological testing; and psychological testing services.” Amended Notice of Opposition ¶ 3. Opposer also pleads ownership of Registration No. 1998368 for the stylized mark shown below for “providing scientific consultation to the legal community, namely providing expert witness testimony, voir dire and scientific jury selection advice, and litigation strategy services” in International Class 42 (the “Registration”),2 and alleges that its “scientific consulting services rely upon and include psychological and psychiatric evaluations, and administering and evaluating psychological and psychiatric tests.” Id. ¶ 2. As grounds for opposition, opposer alleges that use of applicant’s mark is likely to cause confusion with opposer’s previously-used and 1 Application Serial No. 85095429, filed July 28, 2010, alleging first use and first use in commerce on March 1, 2008. 2 Issued September 3, 1996 from an application filed October 10, 1995; renewed. Opposition No. 91198483 3 registered mark PSYBAR under Section 2(d) and falsely suggest a connection with opposer under Section 2(a). In his answer, applicant denies the salient allegations in the amended notice of opposition and asserts several “defenses,” which the Board construed as amplifications of applicant’s denials3 and which in any event were not pursued at trial or proven. Similarly, opposer’s Trial Brief addresses only the likelihood of confusion claim, and therefore the false suggestion of a connection claim has been waived and will be given no further consideration. Viacom International Inc. v. Komm, 46 USPQ2d 1233, 1235 n.3 (TTAB 1998); Krause v. Krause Publications, Inc., 76 USPQ2d 1904, 1906 n.2 (TTAB 2005). The Record The record consists of the pleadings, the file of the involved application, opposer’s notice of reliance on its pleaded Registration (TTABVue Docket No. 42) and the testimonial deposition of David Fisher (TTABVue Docket No. 44) (“Fisher Tr.”),4 who has “been either [opposer’s] president or chairman of the board” for “the past 17 years or so.” Fisher Tr. at 3. Applicant did not introduce any testimony or other evidence. Only opposer filed a main brief. 3 Order of April 22, 2011. 4 Although opposer introduced the results of a Google search as an exhibit to the deposition (Fisher Tr. at 31), the exhibit itself was not filed with the Board. If the exhibit had been filed, it would not have changed our analysis, conclusions or ultimate decision. In general, search engine results have limited evidentiary value due to their truncated nature insofar as the search summary does not show the context in which the term or phrase is used on the listed web pages and may not include sufficient surrounding text to provide the necessary context for the use. In re Bayer Aktiengesellschaft, 488 F.3d 960, 82 USPQ2d 1828, 1833 (Fed. Cir. 2007); In re Thomas Nelson, Inc., 97 USPQ2d 1712, 1715 (TTAB 2011); In re Thomas, 79 USPQ2d 1021, 1026 (TTAB 2006). Opposition No. 91198483 4 Background Opposer provides “forensic consulting which involves [psychological] assessment,” and has used PSYBAR in connection with these services since 1995. Fisher Tr. at 3-4, 18-19. Specifically, since its inception, opposer has provided “psychological and psychiatric evaluations,” for primarily “lay clients” including employee assistance programs, attorneys, insurers and employers. Id. at 4-5. For example, opposer helps health insurers determine whether certain treatments are appropriate, helps workers’ compensation insurers determine whether an employee is disabled and helps employers determine whether an employee is fit for duty. Id. at 5-7, 20. Mr. Fisher is a clinical and forensic psychologist, and co-owns opposer with another individual. Id. at 3, 7. In 2003, applicant signed a contract to become one of the psychologists in opposer’s network, but opposer “didn’t have anything in his geographic area so we didn’t use him.” Id. at 22-23. Standing and Priority Opposer’s pleaded Registration, which is of record, establishes opposer’s standing.5 Cunningham v. Laser Golf Corp., 222 F.3d 943, 945, 55 USPQ2d 1842, 1844 (Fed. Cir. 2000). Because the registration is of record, and applicant has not counterclaimed for cancellation of the Registration, priority is not at issue in this proceeding, at least with respect to the services identified in the Registration. King Candy Company v. Eunice King’s Kitchen, Inc., 496 F.2d 1400, 182 USPQ 108, 110 5 Opposer properly introduced its pleaded Registration into evidence by attaching a printout obtained from the Office’s TARR database showing the Registration’s status and title to its amended notice of opposition under Trademark Rule 2.122(d)(1). Opposit (CCPA psychia and clai that opp Booktap has stan Compan decision evidenc be accor Jidosha establis by a pr SPORT applicat O analysis forth in 1973). (Fed. Ci the sim ion No. 91 1974). 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Fish 19, 5 USP gistration 470, 1 US made in and the La fide user 77 USPQ ommon la vidence p June 1, 19 Likelihoo the issu ve facts in e Nemours ic Distillin lihood of c marks an 5 er’s use o 1995, whi erce, estab er Tr. at Q2d 1301, ); Hydro-D PQ2d 177 accordance nham Act .”); see also 2d 1917, w rights, o roprietary 98, the fili d of Conf e of likeli evidence & Co., 47 g Co., Inc onfusion a d the sim f PSYBAR ch predate lishes both 3-4, 18-19 1302 (Fed ynamics I 2, 1773 with th require th Standard 1929 (TT pposer’s b rights in ng date of usion hood of co that are r 6 F.2d 135 ., 315 F.3d nalysis, tw ilarities b for psy s applican opposer’s ; Books on . Cir. 198 nc. v. Geo (Fed. Cir. e prepond at tradem Knitting AB 2006) urden is t TUNDRA applicant nfusion is elevant to 7, 177 US 1311, 65 o key con etween th chological t’s filing d standing Tape, In 7) (compe rge Putna 1987) (“… erance of ark owner Ltd. v. To (“In orde o demonst and TUND ’s intent-to based on the factor PQ 563 (C USPQ2d siderations e goods an and ate, and c. v. titor m & the the ship yota r to rate RA -use an s set CPA 1201 are d/or Opposition No. 91198483 6 services. See Federated Foods, Inc. v. Fort Howard Paper Co., 544 F.2d 1098, 192 USPQ 24 (CCPA 1976). Opposer bears the burden of establishing that there is a likelihood of confusion by a preponderance of the evidence. Cunningham, 222 F.3d at 943, 55 USPQ2d at 1848. We first consider the similarities and dissimilarities of the parties’ marks in appearance, sound, meaning, and commercial impression. Palm Bay Imports, Inc. v. Veuve Clicquot Ponsardin Maison Fondee En 1772, 396 F.3d 1369, 73 USPQ2d 1689, 1692 (Fed. Cir. 2005). The test is not whether the marks can be distinguished when subjected to a side-by-side comparison, but rather whether the marks are sufficiently similar in their entireties that confusion as to the source of the services offered under the respective marks is likely to result. The focus is on the recollection of the average purchaser, who normally retains a general rather than a specific impression of trademarks. Sealed Air Corp. v. Scott Paper Co., 190 USPQ 106, 108 (TTAB 1975). Here, the marks are essentially identical but for the single letter “i” at the end of applicant’s mark. As a result, the marks look and sound quite similar, if not identical. In fact, the first six letters of applicant’s seven-letter mark are identical to opposer’s entire mark, and here consumers are likely to focus on the first part of applicant’s mark. See Presto Products Inc. v. Nice-Pak Products, Inc., 9 USPQ2d 1895, 1897 (TTAB 1988) (“[I]t is often the first part of a mark which is most likely to be impressed upon the mind of a purchaser and remembered”); see also Palm Bay Imports Inc. v. Veuve Clicquot Ponsardin Fondee En 1772, 396 F.3d 1369, 73 Opposition No. 91198483 7 USPQ2d 1689, 1692 (Fed. Cir. 2005) (“Veuve” is the most prominent part of the mark VEUVE CLICQUOT because “veuve” is the first word in the mark and the first word to appear on the label); Century 21 Real Estate Corp. v. Century Life of America, 970 F.2d 874, 23 USPQ2d 1698, 1700 (Fed. Cir. 1992) (upon encountering the marks, consumers will first notice the identical lead word). As for connotation, both parties’ marks begin with PSY and therefore convey services related to psychology or psychiatry. Finally, it is not significant that opposer’s pleaded registration is for a stylized form of PSYBAR, because applicant seeks registration of his mark in standard characters, meaning that it could be displayed in the same stylized format as the mark in opposer’s pleaded registration. See, e.g., In re Viterra Inc., 671 F.3d 1358, 101, USPQ2d 1905, 1909 (Fed. Cir. 2012) (citations omitted). In short, considering the parties’ marks in their entireties, we find that the similarities in sound, appearance, and meaning greatly outweigh the minor dissimilarities. This factor therefore weighs heavily in favor of a finding of likelihood of confusion. Turning to the parties’ services and channels of trade, we note initially that given the high degree of similarity between the marks, the degree of similarity between the services that is required to support a finding of likelihood of confusion declines. In re Shell Oil Co., 26 USPQ2d 1687, 1689 (Fed. Cir. 1993) (“even when the goods or services are not competitive or intrinsically related, the use of identical marks can lead to the assumption that there is a common source”); Time Warner Entertainment Co. v. Jones, 65 USPQ2d 1650, 1661 (TTAB 2002); and In re Opus Opposition No. 91198483 8 One Inc., 60 USPQ2d 1812, 1815 (TTAB 2001). The issue here, of course, is not whether purchasers would confuse the services, but rather whether there is a likelihood of confusion as to the source of the services. In re Rexel Inc., 223 USPQ 830, 831 (TTAB 1984). In any event, we must consider the services as identified in applicant’s involved application and opposer’s Registration. See Hewlett-Packard Co. v. Packard Press, Inc., 281 F.3d 1261, 62 USPQ2d 1001, 1004 (Fed. Cir. 2002); Octocom Systems, Inc. v. Houston Computers Services, Inc., 918 F.2d 937, 16 USPQ2d 1783, 1787 (Fed. Cir. 1990); In re Elbaum, 211 USPQ 639, 640 (TTAB 1981). Here, applicant’s broadly-defined “psychological assessment services” could include providing “voir dire and scientific jury selection advice” to the legal community, in that applicant could provide psychological assessments of potential jurors, and therefore we find that the services identified in the involved application and opposer’s pleaded Registration are at the very least related. Furthermore, opposer has established that its use of PSYBAR is not limited to those services identified in its pleaded Registration. Rather, opposer provides psychological assessments and evaluations for third parties such as insurers, employers and others beyond the legal community, Fisher Tr. at 3-7, 18-20, and these services are similar, if not identical, to at least applicant’s “psychological assessment services,” “psychological testing,” and “psychological testing services.” Accordingly, we find that the parties’ services are in part similar or at least related, Opposition No. 91198483 9 which also weighs in favor of a finding of likelihood of confusion, especially given the significant similarities between the parties’ marks. As for channels of trade, the services identified in opposer’s pleaded registration are limited to the “legal community.” However, the point is that the recitation of services in the involved application is not limited with respect to channels of trade. Therefore applicant’s services as identified in the application could be provided to members of the legal community, sold in the same channels of trade as opposer’s services and bought by the same classes of purchasers. In re Viterra Inc., 671 F.3d 1358, 101 USPQ2d 1905, 1908 (Fed. Cir. 2012). See also Hewlett-Packard Co. v. Packard Press Inc., 62 USPQ2d 1001; Canadian Imperial Bank v. Wells Fargo Bank, 811 F.2d 1490, 1 USPQ2d 1813, 1815 (Fed. Cir. 1987); Genesco Inc. v. Martz, 66 USPQ2d 1260, 1268 (TTAB 2003). Furthermore, Mr. Fisher’s testimony makes clear that opposer in fact provides its psychological and psychiatric evaluations under the mark PSYBAR to not just the legal community, but also to employee assistance programs, insurers and employers. Fisher Tr. at 5- 7, 20. In short, because the services identified in the involved application are not limited with respect to channels of trade, the parties’ channels of trade may overlap. This factor also weighs in favor of finding a likelihood of confusion. Opposer argues that its mark is famous within the parties’ industry based on its longstanding use and national advertising. Opposer’s Trial Brief at 8-10. It is settled that “fame of a mark may be measured … by the volume of sales of and advertising expenditures for the goods traveling under the mark, and by the length Opposition No. 91198483 10 of time those indicia of commercial awareness have been evident.” Bose Corp. v. QSC Audio Products, Inc., 293 F.3d 1367, 63 USPQ2d 1303, 1305 (Fed. Cir. 2002); see also, Coach Services Inc. v. Triumph Learning LLC, 668 F.3d 1356, 101 USPQ2d 1713, 1720 (Fed. Cir. 2012). Here, however, opposer’s evidence of fame is quite limited. Opposer’s advertising budget of approximately $250,000 per year, and the fact that it made “over 30 presentations” in 2011 and provides “seminars for corporations and for conferences,” some of which are attended by “hundreds of people,” Fisher Tr. at 10, is not sufficient to establish fame, which must be clearly proven. Leading Jewelers Guild Inc. v. LJOW Holdings LLC, 82 USPQ2d 1901, 1904 (TTAB 2007). We also disagree with opposer’s argument that its mark is conceptually strong because it is an “invented word.” In fact, opposer’s mark is somewhat suggestive because it includes PSY and is used in connection with psychological and psychiatric testing. Nevertheless, we find that opposer’s mark (which is registered without a claim of acquired distinctiveness), is inherently distinctive, and strong enough to be entitled to protection against applicant’s very similar mark used for at least related services. Opposer concedes that “[t]his dispute does not involve impulse purchases.” Opposer’s Trial Brief at 10. We agree. Nevertheless, even assuming that the parties’ customers are sophisticated, it is settled that even sophisticated purchasers are not immune from source confusion, especially in cases, such as this one, involving similar marks and related services. See, In re Research and Trading Opposition No. 91198483 11 Corp., 793 F.2d 1276, 230 USPQ 49, 50 (Fed. Cir. 1986) (citing Carlisle Chemical Works, Inc. v. Hardman & Holden Ltd., 434 F.2d 1403, 168 USPQ 110, 112 (CCPA 1970)) (“Human memories even of discriminating purchasers … are not infallible.”); see also, In re Decombe, 9 USPQ2d 1812, 1814-15 (TTAB 1988). We find that the similarities between the marks and the services sold thereunder outweigh any sophisticated purchasing decision. See HRL Associates, Inc. v. Weiss Associates, Inc., 12 USPQ2d 1819, 1823 (TTAB 1989), aff’d, Weiss Associates, Inc. v. HRL Associates, Inc., 902 F.2d 1546, 14 USPQ2d 1840, 1842 (Fed. Cir. 1990) (similarities of goods and marks outweigh sophisticated purchasers, careful purchasing decision, and expensive goods). While there is no evidence of actual confusion, it is settled that “[t]he test is likelihood of confusion not actual confusion…. It is unnecessary to show actual confusion in establishing likelihood of confusion.” Weiss Associates, 902 F.2d 1546, 14 USPQ2d 1840, 1842-43 (Fed. Cir. 1990); see also, Apple Computer v. TVNET.net, Inc., 90 USPQ2d 1393, 1397 (TTAB 2007) (“applicant’s arguments regarding the lack of actual confusion and its good faith adoption of its VTUNES.NET mark do not raise genuine issues of material fact that preclude entry of summary judgment”). In fact, this factor is neutral, because there is no evidence regarding the extent of applicant’s use of his mark. Barbara's Bakery Inc. v. Landesman, 82 USPQ2d 1283, 1287 (TTAB 2007) (the probative value of the absence of actual confusion depends upon there being a significant opportunity for actual confusion to have occurred). Opposition No. 91198483 12 Finally, opposer argues that because applicant once had some type of relationship with opposer, applicant’s bad intent “can be inferred.” Opposer’s Trial Brief at 12. We disagree, because establishing bad faith would require a showing that applicant intentionally sought to trade upon opposer’s goodwill or reputation, and that showing has not been made. See, Big Blue Products Inc. v. International Business Machines Corp., 19 USPQ2d 1072, 1075-76 (TTAB 1991). While this factor therefore does not help opposer, it also does not help applicant, and we find that it is neutral. J & J Snack Foods Corp. v. McDonald’s Corp., 932 F.2d 1460, 18 USPQ2d 1889, 1891 (Fed. Cir. 1991) (“Whether there is evidence of intent to trade on the goodwill of another is a factor to be considered, but the absence of such evidence does not avoid a ruling of likelihood of confusion.”). In the absence of any evidence bearing on the remaining du Pont factors, we find that those factors are all neutral. Conclusion Opposer has established its claim of priority and likelihood of confusion by a preponderance of the evidence, because even assuming that purchasers of the parties’ services are sophisticated, this du Pont factor is outweighed by the close similarity of the marks, as well as the similarities between the parties’ services and channels of trade. Accordingly, after a careful review of all evidence of record, and based on a preponderance of the evidence, we conclude that there is a likelihood of confusion between the parties’ marks. Opposition No. 91198483 13 Decision: The opposition is sustained and registration of applicant’s mark is refused under Section 2(d) of the Trademark Act. Copy with citationCopy as parenthetical citation