USPTO serial 88978456
HAPPY MONEY SCORE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 6, 2020
- Examiner
- HESIK, APRIL ANNE
- Law office
- TMO LAW OFFICE 124
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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
William E. Alford
William E. Alford Alford Law Group, Inc.23052 Alicia Parkway, No. H-201Mission Viejo, CA 92692United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | [Financial information and evaluations; 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 data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; providing information, news, opinions and advice in the fields of financial management, financial planning, and personal budgeting; 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; and financial counseling services, namely, helping others build a better working relationship with their money] | SECTION 7(e) - CANCELLED | Jul 31, 2020 |
| 042 | [Software as a service featuring software that enables users to view financial information and evaluations;] Software as a service 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 for personal financial management;] Software as a service for financial planning, financial management, bill tracking and management, expense tracking and management, and accounting; Software as a service for personal financial management that guides users via artificial intelligence in the form of virtual coaches; [Artificial intelligence for financial management;] and Software as a service providing personalized strategies to achieve financial independence | ACTIVE | Jul 31, 2020 |
| 045 | Conducting on-line personal lifestyle performance assessments and skill enhancement programs based on principles of emotional intelligence, by means of performance tracking, reward and incentive programs | ACTIVE | Jul 31, 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.
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 6, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| 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 | — |
| 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 | — |
| Apr 15, 2022 | NCP7 | NOTICE OF PARTIAL CANCELLATION SEC. 7 SURRENDER EMAILED | — |
| Apr 14, 2022 | C7P. | CANCELLED SEC. 7 - PARTIAL | — |
| Apr 5, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 14, 2021 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Nov 12, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 12, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 12, 2021 | 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. |
| Nov 12, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 12, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 11, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 6, 2020 | 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. |
| 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 | — |
| Sep 3, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Sep 2, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| 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 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Aug 4, 2020 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Aug 1, 2020 | IUAF | USE AMENDMENT FILED | — |
| Aug 1, 2020 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Aug 1, 2020 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Aug 1, 2020 | 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. |
| Jul 11, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 9, 2020 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jul 9, 2020 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jul 9, 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. |
| Apr 21, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 20, 2020 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 20, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 1, 2020 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Mar 31, 2020 | TPEX | SOU EXTENSION RECEIVED WITH TEAS PETITION | — |
| Mar 31, 2020 | PETG | PETITION TO REVIVE-GRANTED | — |
| Mar 31, 2020 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| 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 | — |
| Feb 10, 2020 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | 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. |
| Feb 10, 2020 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | 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. |
| Jan 9, 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 9, 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. |
| May 14, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 14, 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. |
| Apr 24, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 10, 2019 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Apr 10, 2019 | ALIE | ASSIGNED TO LIE | — |
| Mar 20, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 19, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 19, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 19, 2019 | 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. |
| Jan 14, 2019 | GPRN | NOTIFICATION OF PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Jan 14, 2019 | GPRA | PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Jan 14, 2019 | CPRA | PRIORITY ACTION WRITTEN | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Jan 9, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 5, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 1, 2018 | NWAP | NEW APPLICATION ENTERED | — |