Drawing for FINANCIAL TOOLS AND SERVICES FOR HUMAN HAPPINESS

USPTO serial 88554113

FINANCIAL TOOLS AND SERVICES FOR HUMAN HAPPINESS

Reviewed by CopyMark Law Group

Status 606
Filing date
Status date
Registration date
—
Examiner
OJEYEMI, ASHLEY CHRISTINE
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 featuring 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 forecasting and analysis of financial data; Downloadable software for financial data aggregation; 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 independence; 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 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 the banking accounts of 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 networkACTIVE—
042Software 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 online banking, 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 banking, 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 and transferring funds to and from the bank accounts of others; Software as a service (SAAS) services featuring software for use in transferring funds between financial accounts; 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 that guides users via artificial intelligence in the form of virtual coaches in the field of personal financial management ; software as a service (SAAS) services featuring software for providing personalized strategies to achieve financial independenceACTIVE—
045Conducting on-line personal lifestyle performance assessments and skill enhancement programs based on principles of emotional intelligence, by means of performance tracking, reward and incentive programsACTIVE—

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

Latest event (MAB6): The 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.

DateCodeEventWhat it means
Feb 13, 2023MAB6ABANDONMENT 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.
Feb 13, 2023ABN6ABANDONMENT - 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.
Jul 9, 2022EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Jul 7, 2022EX4GSOU EXTENSION 4 GRANTED—
Jul 7, 2022EXT4SOU EXTENSION 4 FILED—
Jul 7, 2022EEXTSOU 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.
Jan 8, 2022EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Jan 6, 2022EX3GSOU EXTENSION 3 GRANTED—
Jan 6, 2022EXT3SOU EXTENSION 3 FILED—
Jan 6, 2022EEXTSOU 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.
Jul 9, 2021EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Jul 7, 2021EX2GSOU EXTENSION 2 GRANTED—
Jul 7, 2021EXT2SOU EXTENSION 2 FILED—
Jul 7, 2021EEXTSOU 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.
Jan 23, 2021EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Jan 22, 2021EX1GSOU EXTENSION 1 GRANTED—
Jan 7, 2021EXT1SOU EXTENSION 1 FILED—
Jan 7, 2021EEXTSOU 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.
Nov 11, 2020ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
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—
Jul 7, 2020NOAMNOA 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.
May 12, 2020NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
May 12, 2020PUBOPUBLISHED 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.
Apr 22, 2020NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Apr 2, 2020CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Apr 2, 2020XAECEXAMINER'S AMENDMENT ENTERED—
Apr 2, 2020GNENNOTIFICATION OF EXAMINERS AMENDMENT E-MAILED—
Apr 2, 2020GNEAEXAMINERS AMENDMENT E-MAILED—
Apr 2, 2020CNEAEXAMINERS AMENDMENT -WRITTEN—
Mar 23, 2020DPCCDIVISIONAL PROCESSING COMPLETE—
Mar 23, 2020AITUCASE ASSIGNED TO INTENT TO USE PARALEGAL—
Mar 19, 2020CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Mar 19, 2020TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Mar 19, 2020COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Feb 22, 2020DRRRDIVISIONAL REQUEST RECEIVED—
Feb 22, 2020TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Feb 22, 2020CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Feb 22, 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.
Feb 22, 2020REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Feb 22, 2020COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Feb 22, 2020ERTDTEAS REQUEST TO DIVIDE RECEIVED—
Oct 23, 2019GNRNNOTIFICATION 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.
Oct 23, 2019GNRTNON-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.
Oct 23, 2019CNRTNON-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.
Oct 11, 2019DOCKASSIGNED TO EXAMINER—
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—
Aug 14, 2019NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Aug 3, 2019NWAPNEW APPLICATION ENTERED—

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