Drawing for GET TO KNOW YOUR MONEY

USPTO serial 87736028

GET TO KNOW YOUR MONEY

Reviewed by CopyMark Law Group

Reg. 5707131Status 710
Filing date
Status date
Registration date
Mar 26, 2019
Examiner
MIZELLE HOWARD, DEZMONA JULYE
Law office
PUBLICATION AND ISSUE SECTION

What this means

Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.

Status 710: Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Adam S. Weiss

Adam S. Weiss Polsinelli PCPO Box 140310Kansas City, MO 80111United States

Goods and services

ClassDescriptionStatusFirst use
009Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in retirement and tax planning; computer software and applications for trading securities; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in financial transaction processing and management; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for managing financial records; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for managing banking transactions, checks, savings, payments, expenses and billing; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices used for the electronic exchange and management of financial, banking, investing, and personal net worth data; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for maintaining, managing and reporting financial information and investment portfolios; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by financial service providers to obtain investment transaction and account information; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for initiating, processing and tracking financial transactions; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in obtaining access to a web site which provides news, information and online financial services; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for processing electronic payments and transferring funds and financial assets to and from financial institutions; Authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for controlling access to and communications with computers and mobile devices; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, handheld computers, watches and other electronic devices for use in online security and authentication, namely, account and identity management, security measures, and electronic safeguards protecting online accountsSECTION 8 - CANCELLEDDec 26, 2016
016Printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planningSECTION 8 - CANCELLEDDec 26, 2016
035Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications; Providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investingSECTION 8 - CANCELLEDDec 26, 2016
036Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking accounts, ATM and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; Providing bill payment and processing services via computer and communication networks; Electronic processing and transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online servicesSECTION 8 - CANCELLEDDec 26, 2016
042Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networksSECTION 8 - CANCELLEDDec 26, 2016
045Monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; Providing financial fraud and identity theft protection servicesSECTION 8 - CANCELLEDDec 26, 2016

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

DateCodeEventWhat it means
Jul 1, 2026EWAFTEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS—
Jul 1, 2026TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Jul 1, 2026ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Jul 1, 2026REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jul 1, 2026CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Jul 1, 2026COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Oct 10, 2025C8..CANCELLED SEC. 8 (6-YR)—
Mar 26, 2024REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED—
Mar 8, 2023ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Aug 25, 2021TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Aug 25, 2021ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Aug 25, 2021REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
May 11, 2021CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
May 11, 2021TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
May 11, 2021ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
May 11, 2021REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
May 11, 2021COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Apr 17, 2019ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Apr 17, 2019REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Mar 26, 2019R.PRREGISTERED-PRINCIPAL REGISTERYour trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive.
Jan 8, 2019NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Jan 8, 2019PUBOPUBLISHED FOR OPPOSITIONYour mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance.
Dec 19, 2018NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Nov 20, 2018CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Nov 19, 2018XAECEXAMINER'S AMENDMENT ENTERED—
Nov 19, 2018GNENNOTIFICATION OF EXAMINERS AMENDMENT E-MAILED—
Nov 19, 2018GNEAEXAMINERS AMENDMENT E-MAILED—
Nov 19, 2018CNEAEXAMINERS AMENDMENT -WRITTEN—
Jul 17, 2018TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Apr 14, 2018GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application.
Apr 14, 2018GNRTNON-FINAL ACTION E-MAILEDA non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application.
Apr 14, 2018CNRTNON-FINAL ACTION WRITTENA non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application.
Apr 6, 2018DOCKASSIGNED TO EXAMINER—
Jan 12, 2018NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Dec 30, 2017NWAPNEW APPLICATION ENTERED—

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