Drawing for WE CHANGE HOW PEOPLE THINK ABOUT AND USE MONEY.

USPTO serial 87926915

WE CHANGE HOW PEOPLE THINK ABOUT AND USE MONEY.

Reviewed by CopyMark Law Group

Status 606
Filing date
Status date
Registration date
—
Examiner
HELFMAN, JUDITH MICHELLE
Law office
INTENT TO USE SECTION

What this means

This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.

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Owner

Attorney of record

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

Andy Pho

Andy Pho Payoff, Inc.1700 Flight WayTustin, CA 92782UNITED STATES

Goods and services

ClassDescriptionStatusFirst use
009Downloadable software enabling users to view personal financial information and evaluations; downloadable software providing online personal lifestyle performance assessments and skill enhancement programs based on principles of emotional intelligence, by means of performance tracking, reward and incentive programs; Downloadable software for personal financial management; Downloadable software for online banking, financial transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, and accounting; Downloadable software for forecasting and analysis of financial data; Downloadable software for financial data aggregation; Downloadable software for providing banking, financial and bill payment alerts; Downloadable software for enabling users to retrieve financial account balances and financial transaction information using mobile phones, smart phones, tablets, and mobile telecommunication networks; Downloadable software for use in processing electronic payments and transferring funds to and from others; Downloadable software for use in transferring funds between financial accounts; Downloadable software for personal financial management, namely, customized management of non-investment personal financial accounts, daily monitoring of transactions and account balances, and budget and spending reporting and analysis through a global computer network; Downloadable software for personal financial management that guides users via artificial intelligence in the form of virtual coaches; Downloadable software providing personalized strategies to achieve financial independenceACTIVE—
036Financial information and evaluations; Financial services, namely, money lending; Provision of savings accounts; Personal financial management services; online banking; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; financial planning; financial management; financial analysis; financial management services, namely, tracking of expenses; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; financial administration and management services for the management of credit and debit cards, loans, mortgages, investments and financial accounts; providing information, news, opinions and advice in the fields of banking, financial management, saving and financial planning and retirement financial planning, including via computer and communication networks, the internet, and social media; providing financial information, news, opinion and advice in the fields of personal budgeting and household budgeting, including via computer and communication networks, the internet, and social media; providing financial information, news, opinions and advice in the field of consumer spending, including via computer and communication networks, the internet, and social media; Processing electronic payments and transferring funds to and from others; Transferring funds between financial accounts; Personal financial management services, namely, customized management of non-investment personal financial accounts, daily monitoring of transactions and account balances, and budget and spending reporting and analysis through a global computer network; personal financial management that guides users via artificial intelligence in the form of virtual coaches; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial counseling services, namely, helping others build a better working relationship with their moneyACTIVE—
042Software as a service featuring software that enables users to view financial information and evaluations; Software as a service providing online personal lifestyle performance assessments and skill enhancement programs based on principles of emotional intelligence, by means of performance tracking, reward and incentive programs; Software as a service for personal financial management; Software as a service for online banking, financial transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, and accounting; Software as a service for forecasting and analysis of financial data; Software as a service for providing banking, financial and bill payment alerts; Software as a service for enabling users to wirelessly view personal financial data and databases; Software as a service for enabling users to retrieve financial account balances and financial transaction information using mobile phones, smart phones, tablets, and mobile telecommunication networks; Software as a service for use in processing electronic payments and transferring funds to and from others; Software as a service for use in transferring funds between financial accounts; Software as a service for personal financial management, namely, customized management of non-investment personal financial accounts, daily monitoring of transactions and account balances, and budget and spending reporting and analysis through a global computer network; software as a service for personal financial management that guides users via artificial intelligence in the form of virtual coaches; software as a service providing personalized strategies to achieve financial independenceACTIVE—

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
Sep 23, 2020TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Sep 23, 2020ARAAATTORNEY/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.
Sep 23, 2020REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Aug 31, 2020CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Aug 31, 2020TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Aug 31, 2020COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Aug 28, 2020TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Aug 28, 2020EWAFTEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS—
Aug 28, 2020ARAAATTORNEY/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 28, 2020REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jun 8, 2020MAB6ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILEDThe intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window.
Jun 8, 2020ABN6ABANDONMENT - NO USE STATEMENT FILEDThe intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window.
Mar 19, 2020CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Mar 19, 2020TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Mar 19, 2020COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Oct 16, 2019EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Oct 15, 2019EX1GSOU EXTENSION 1 GRANTED—
Oct 15, 2019AITUCASE ASSIGNED TO INTENT TO USE PARALEGAL—
Oct 9, 2019EXT1SOU EXTENSION 1 FILED—
Oct 9, 2019EEXTSOU TEAS EXTENSION RECEIVEDThe applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use.
Aug 23, 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.
Aug 23, 2019REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Apr 9, 2019NOAMNOA E-MAILED - SOU REQUIRED FROM APPLICANTA Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date.
Feb 12, 2019NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Feb 12, 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.
Jan 23, 2019NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Jan 7, 2019ALIEASSIGNED TO LIE—
Dec 13, 2018CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Dec 12, 2018TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Dec 11, 2018CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Dec 11, 2018TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
Oct 29, 2018ARAAATTORNEY/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.
Oct 29, 2018REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jun 11, 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.
Jun 11, 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.
Jun 11, 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.
Jun 11, 2018ZZZXPREVIOUS ALLOWANCE COUNT WITHDRAWN—
Jun 11, 2018PBSRWITHDRAWN FROM PUB - SENIOR ATTORNEY REQUEST—
Jun 7, 2018CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Jun 7, 2018DOCKASSIGNED TO EXAMINER—
May 25, 2018NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
May 22, 2018NWAPNEW APPLICATION ENTERED—

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