USPTO serial 88618830
IUM
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 26, 2022
- Examiner
- ABRAMS, JACQUELINE WILLETTE
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
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.
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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.
Current trademark owner
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Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
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 managing personal finances, savings and budgeting; Downloadable software for tracking personal finances, personal savings, and personal finance well-being; Downloadable computer application software used by financial advisors and downloadable software for mobile devices used by consumers and clients, namely, a digital financial management platform for consumers and their financial advisors to use in managing, viewing, tracking, monitoring, goal setting, analyzing, and receiving reports on personal finances and savings and personal finance well-being; Downloadable software 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 | Feb 11, 2022 |
| 036 | Financial services, namely, coordination, within a single investment account used to manage an individual's cash inflows and outflows and reallocation of capital to facilitate achievement of savings and free cash flow goals; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting services, namely, expert analysis in finance and savings; Financial consulting services, namely, expert analysis and assistance to facilitate achievement of savings free cash flow goals; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial investment brokerage services; Financial retirement plan consulting services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services; Providing information, metrics, advice, and guidance in the field of personal finance well-being; Providing information, metrics, advice, and guidance in the field of personal finance status | ACTIVE | Feb 11, 2022 |
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 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 | — |
| Apr 26, 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. |
| Mar 22, 2022 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Mar 21, 2022 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 7, 2022 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 7, 2022 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 11, 2022 | IUAF | USE AMENDMENT FILED | — |
| Feb 11, 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. |
| Aug 6, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 4, 2021 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Aug 4, 2021 | EXT2 | SOU EXTENSION 2 FILED | — |
| Aug 4, 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 10, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 8, 2021 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Feb 8, 2021 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 8, 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. |
| Aug 18, 2020 | 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 23, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 23, 2020 | 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. |
| Jun 3, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 20, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 14, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 13, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 13, 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. |
| May 12, 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. |
| May 12, 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. |
| May 12, 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. |
| May 11, 2020 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Apr 21, 2020 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Apr 2, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 1, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 31, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 31, 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. |
| Dec 20, 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 20, 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 20, 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 | — |