USPTO serial 88618825
INCOME UNDER MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 5, 2021
- Examiner
- ABRAMS, JACQUELINE WILLETTE
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Red Bank, NJ, US
Wall, NJ, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Rhett V. Barney
Rhett V. Barney Lee & Hayes, PC601W. Riverside Ave. Suite 1400Spokane, WA 99201UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for financial advisors for managing personal finances and budgeting; Downloadable mobile application for financial advisors for managing personal finances, savings and budgeting; Downloadable software for financial advisors for tracking personal finances, personal savings, and personal finance well-being; Downloadable computer application software used by financial advisors, namely, a digital financial management platform for financial advisors to assist consumers in managing, viewing, tracking, monitoring, goal setting, analyzing, and receiving reports on personal finances and savings and personal finance well-being; Downloadable software for financial advisors for providing financial information and financial education to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving | ACTIVE | Jun 23, 2020 |
| 036 | Financial services, namely, wealth management services, distributed to financial advisors; Financial advice and consultancy services, distributed to financial advisors; Financial advisory and consultancy services, distributed to financial advisors; Financial consulting services, namely, expert analysis in finance and savings, distributed to financial advisors; Financial consulting services, namely, expert analysis and assistance to facilitate achievement of savings free cash flow goals, distributed to financial advisors; Financial counseling services, namely, helping financial advisors help others build a better working relationship with their money; Financial information and advisory services, distributed to financial advisors; Financial investment brokerage services, distributed to financial advisors; Financial retirement plan consulting services, distributed to financial advisors; Providing financial services with respect to securities and other financial instruments and products, namely, money management services, distributed to financial advisors; Strategic financial advisory services, distributed to financial advisors; Providing information, metrics, advice, and guidance in the field of personal finance well-being, distributed to financial advisors; Providing information, metrics, advice, and guidance in the field of personal finance status, distributed to financial advisors; Providing financial information and financial education to financial advisors and their consumers in the field of generating free cash flow and rate of accumulation and rate of saving | ACTIVE | Jun 22, 2020 |
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 |
|---|---|---|---|
| Oct 5, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 6, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 6, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 6, 2022 | 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. |
| Oct 6, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 6, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 5, 2021 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Aug 31, 2021 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Aug 30, 2021 | ALIE | ASSIGNED TO LIE | — |
| Aug 26, 2021 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jul 23, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 22, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 22, 2021 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jan 22, 2021 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jan 22, 2021 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jan 22, 2021 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jan 7, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 6, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 6, 2021 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Jul 7, 2020 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Jul 6, 2020 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A 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. |
| Jul 6, 2020 | GNRT | NON-FINAL ACTION E-MAILED | A 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. |
| Jul 6, 2020 | CNRT | NON-FINAL ACTION WRITTEN | A 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. |
| Jul 6, 2020 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jun 24, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 24, 2020 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jun 24, 2020 | IUAF | USE AMENDMENT FILED | — |
| Jun 23, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 23, 2020 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Jun 23, 2020 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Dec 23, 2019 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A 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. |
| Dec 23, 2019 | GNRT | NON-FINAL ACTION E-MAILED | A 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. |
| Dec 23, 2019 | CNRT | NON-FINAL ACTION WRITTEN | A 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. |
| Dec 16, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 24, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 19, 2019 | NWAP | NEW APPLICATION ENTERED | — |