USPTO serial 88322046
Reviewed by CopyMark Law Group
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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.
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial information and evaluations; Financial services, namely, money lending; Savings account services, namely, provision of savings accounts; Personal financial management services; 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; Financial services for Financial data aggregation, namely, electronically compiling of 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, and financial accounts; Providing information, news, opinions and advice in the fields of banking, financial management, saving and financial planning and retirement financial planning via computer and communication networks, the internet, and social media; Providing financial information, news, opinions and advice in the fields of personal budgeting and household budgeting via computer and communication networks, the internet, and social media; Providing financial information, news, opinions and advice in the field of consumer spending via computer and communication networks, the internet, and social media; 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 money | ACTIVE | Jan 31, 2021 |
| 042 | Software as a service (SAAS) services featuring software that enables users to view financial information and evaluations; Software as a service (SAAS) services featuring software for 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 (SAAS) services featuring software for personal financial management; Software as a service (SAAS) services featuring software for financial transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, and accounting; Software as a service (SAAS) services featuring software for forecasting and analysis of financial data; Software as a service (SAAS) services featuring software for providing financial and bill payment alerts; Software as a service (SAAS) services featuring software for enabling users to wirelessly view personal financial data and databases; Software as a service (SAAS) services featuring software 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 (SAAS) services featuring software for use in processing electronic payments; Software as a service (SAAS) services featuring 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; Software as a service (SAAS) services featuring software for personal financial management that guides users via artificial intelligence in the form of virtual coaches; Software as a service (SAAS) services featuring software for providing personalized strategies to achieve financial independence | ACTIVE | Jan 31, 2021 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 21, 2024 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Aug 21, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 21, 2024 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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 21, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 21, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 21, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 12, 2022 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 12, 2022 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your 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. |
| Jun 7, 2022 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jun 6, 2022 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 27, 2022 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 25, 2022 | IUAF | USE AMENDMENT FILED | — |
| May 25, 2022 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Feb 2, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 1, 2022 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Jan 29, 2022 | EXT5 | SOU EXTENSION 5 FILED | — |
| Jan 29, 2022 | EEXT | SOU TEAS EXTENSION RECEIVED | The 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 3, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 30, 2021 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Jul 30, 2021 | EXT4 | SOU EXTENSION 4 FILED | — |
| Jul 30, 2021 | EEXT | SOU TEAS EXTENSION RECEIVED | The 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. |
| Feb 3, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 1, 2021 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Feb 1, 2021 | EXT3 | SOU EXTENSION 3 FILED | — |
| Feb 1, 2021 | EEXT | SOU TEAS EXTENSION RECEIVED | The 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. |
| Nov 11, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 23, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 23, 2020 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 31, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 31, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 31, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 28, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 28, 2020 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Aug 28, 2020 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 4, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 3, 2020 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jul 30, 2020 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jul 30, 2020 | EEXT | SOU TEAS EXTENSION RECEIVED | The 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. |
| Mar 19, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 19, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 19, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 19, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 18, 2020 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 4, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 31, 2020 | FAXX | FAX RECEIVED | — |
| Jan 30, 2020 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 23, 2019 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 30, 2019 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A 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. |
| Jun 4, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 4, 2019 | PUBO | PUBLISHED FOR OPPOSITION | Your 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. |
| May 15, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 25, 2019 | ALIE | ASSIGNED TO LIE | — |
| Apr 11, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 9, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 9, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 9, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 9, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 27, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 27, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 27, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 27, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 21, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 20, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 5, 2019 | NWAP | NEW APPLICATION ENTERED | — |