USPTO serial 88732540
YOUR JOURNEY YOUR MONEY YOUR DECISION
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 24, 2022
- Examiner
- YI, CRYSTAL HAEIN
- 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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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jeffrey A. Cohen
Jeffrey A. Cohen COHEN BUSINESS LAW GROUP, APC10990 WILSHIRE BLVD.SUITE 1025LOS ANGELES, CA 90024Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Electronically encoded swipe cards used to verify records, transfer funds, and process payments, all in conjunction with custodial services and employee benefits, and which type of payments may include but are not limited to, health savings accounts; downloadable software for managing the custodial services and trustee services of health savings accounts; downloadable software for the administration of various types of benefit plans; downloadable software for enrolling customers and participants, automatically verifying eligibility; downloadable software for providing custodial services and/or benefit management services for health savings accounts to employers and individuals; downloadable software for processing electronic payments made through various means which may include but are not limited to, payment cards and ACH for various types of payments which may include but are not limited to, health savings accounts; downloadable mobile applications for managing bank accounts for accessing and submitting claims in connection with health savings accounts; Electronically encoded swipe cards used to verify records, transfer funds, and process payments, all in conjunction with custodial services and employee benefits, and which type of payments may include but are not limited to, flexible spending accounts, limited-purpose health flexible spending accounts, health reimbursement arrangements, limited-purpose health reimbursement arrangements, dependent care flexible spending accounts, transportation fringe benefit plans, and other tax advantaged accounts | ACTIVE | Jan 29, 2019 |
| 035 | tracking business expenses and receipts for others for cost accounting purposes; conducting business research and surveys; advertising and marketing of survey results | ACTIVE | Apr 4, 2022 |
| 036 | Banking services; savings account services; internet and online banking services; online banking services accessible by means of downloadable mobile applications; administration of savings accounts and health savings accounts; bill payment services; check processing; electronic cash transactions; electronic debit transactions in the nature of processing of signature debit electronic transactions; electronic payment, namely, electronic payment services involving electronic processing and subsequent transmission of bill payment data; electronic transfer of money; financial information provided by electronic means; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing on line financial calculators; banking services and financial account administration for consumer-driven health care plans and defined contribution health care plans and Section 125 cafeteria plans; custodial services for health savings accounts; providing financial information in the fields of health savings accounts via various means, namely, the Internet, global networks, cloud computing, social media, blogs, telephone, in person, mail, e-mail and facsimile; third-party benefit administration services, namely, administration of health savings accounts; providing administration of employee benefits and benefit plan management services concerning insurance and finance, namely, providing payment processing services in the field of health savings accounts payment, and electronic processing of electronic payments made through various means, namely, payment cards and ACH; providing tax advantaged savings account services; providing educational content in the nature of financial information for employers and account holders regarding employee financial benefits and benefit plan management services through various means; Providing educational financial information about health care spending in the nature of health care expenses | ACTIVE | Jan 29, 2019 |
| 041 | Education services, namely, providing non-downloadable webinars in the fields of health insurance plans, health care services, health care spending, and health care expenses | ACTIVE | Apr 4, 2022 |
| 042 | Providing use of online, non-downloadable software for financial services, namely, enrolling customers and participants, automatically verifying eligibility, processing payments, processing distributions, and transferring funds, all via various means which may include but are not limited to, communications networks using electronically encoded cards operating in conjunction with employee benefit plans; providing use of online, non-downloadable software for providing employee benefits and benefit management services to third party administrators and employers, namely, providing program development and aiding administration of benefit plans for others; providing use of online, non-downloadable software for providing employee benefits and benefit management services for others which may include but are not limited to, third party administrators and employers; providing use of online, non-downloadable software for assisting others with the completion of financial transactions for stocks, bonds, mutual funds, securities and equities | ACTIVE | Jan 29, 2019 |
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.
- Other trademarks owned by Sunwest Bank
- Other trademarks owned by Sunwest Bank
- Other trademarks owned by Sunwest Bank
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named YOUR JOURNEY YOUR MONEY YOUR DECISION
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 25, 2022 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 24, 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. |
| Apr 21, 2022 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 20, 2022 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 19, 2022 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 19, 2022 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 5, 2022 | IUAF | USE AMENDMENT FILED | — |
| Apr 5, 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. |
| Oct 8, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 6, 2021 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Oct 6, 2021 | EXT1 | SOU EXTENSION 1 FILED | — |
| Oct 6, 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. |
| Apr 6, 2021 | 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. |
| Feb 9, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 9, 2021 | 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. |
| Jan 20, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 4, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 31, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 31, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 30, 2020 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Dec 30, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 30, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 22, 2020 | ALIE | ASSIGNED TO LIE | — |
| Sep 24, 2020 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Sep 14, 2020 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 14, 2020 | 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. |
| Sep 14, 2020 | 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. |
| Sep 14, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 14, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 11, 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. |
| Mar 13, 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. |
| Mar 13, 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. |
| Mar 13, 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. |
| Mar 13, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 23, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 21, 2019 | NWAP | NEW APPLICATION ENTERED | — |