USPTO serial 50018072
MORE THAN MONEY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- BARQUET-HORNBACK, ELENA M
- Law office
- TMO LAW OFFICE 135
What this means
Status 638 means your application has been assigned to a USPTO examining attorney who is reviewing it against federal law and existing marks. The first office action or approval usually follows within a few months. Monitor TSDR for the examiner's first action. No filing is required until an office action or other requirement is issued.
Need help with MORE THAN MONEY?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Baltimore, MD, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable database management software for use by financial advisors; Downloadable software, downloadable mobile applications, downloadable educational publications, downloadable electronic workbooks, downloadable digital assessments, downloadable reports, downloadable templates, downloadable decision-support tools, downloadable artificial intelligence software, downloadable educational software, downloadable relationship assessment software, downloadable family governance software, downloadable mentoring software, downloadable wealth stewardship software, downloadable collaboration software, and downloadable software for leadership development, family communication, succession planning, philanthropy, advisor development, and multi-generational family education. | ACTIVE | Jul 6, 2026 |
| 041 | Education services, namely, providing live and on-line surveys, assessments in the field of family stewardship, governance, legacy, communication, core values and philanthropy; Educational services, namely, providing live and online workshops, seminars, conferences, coaching, mentoring, facilitator training, certification programs, continuing education, webinars, online courses, educational publications, educational videos, digital learning programs, and educational assessments in the fields of family governance, wealth stewardship, family communication, leadership development, relationship optimization, mentoring, advisor development, family enterprise, family business, succession planning, philanthropy, legacy planning, multi-generational education, financial education, and human development. | ACTIVE | Jan 1, 2010 |
| 042 | Consulting services in the field of software as a service (SAAS); Advisory services in the field of software as a service (SAAS); Software as a Service (SaaS) services featuring software for educational program delivery, digital assessments, artificial intelligence-powered advisory services, relationship analysis, stewardship planning, mentoring support, leadership development, family governance, collaboration, reporting dashboards, educational content delivery, personalized recommendations, digital discovery tools, and decision-support software for families, family enterprises, advisors, financial professionals, educational institutions, and organizations. | ACTIVE | Jan 1, 2010 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 12, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 28, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 28, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 28, 2026 | NWAP | NEW APPLICATION ENTERED | — |