USPTO serial 90457151
GOALSETTER
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 4, 2025
- Examiner
- FRENCH, CURTIS W
- 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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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.
Connie Ellerbach
Connie Ellerbach FENWICK & WEST LLP801 CALIFORNIA STREETMOUNTAIN VIEW, CA 94041United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software and downloadable mobile application software for use in teaching individuals and groups financial literacy; Downloadable software and downloadable mobile application software for financial planning and management; Downloadable software and downloadable mobile application software for facilitating communication among youths, teens, young adults and parents in the fields of financial literacy, financial goal planning, budgeting, investing, and personal and household finance; Downloadable software and downloadable mobile application software for transaction management, bill tracking and management, expense tracking and management and accounting; Downloadable software and downloadable mobile application software for electronic payments and transferring funds to and from others; Downloadable software and downloadable mobile application software for providing financial alerts; Downloadable software and downloadable mobile application software that enables users to capture, upload, download, store, organize, retrieve, and view information and data, all in the fields of personal finance and financial planning and management; Downloadable software and downloadable mobile application software for enabling personal financial advisory, analysis and financial planning and management services; Downloadable software and downloadable mobile application software for comparing and recommending financial products; Downloadable computer games in the field of financial education; Magnetically encoded debit cards and credit cards; magnetically encoded prepaid stored value cards | ACTIVE | Nov 29, 2018 |
| 036 | Financial services, namely, savings programs for youths; Financial services, namely, savings programs for individuals and groups; Financial services, namely, credit card transaction processing services for individuals and groups; Financial services, namely, debit card transaction processing services for individuals and groups; Credit and loans services; Financial analysis, planning and management; Financial advisory and consultancy services; Providing web-based, automated and customized personal financial planning and management services, namely, customized management of personal financial accounts, monitoring of transactions and account balances, budget planning, spending reporting, and tracking of personal and household expenses; Providing information in the fields of financial literacy, financial wellness, financial management, saving, personal and household budgeting, and financial planning; Financial services, namely, investment management services, financial planning services and providing guidance on financial products; Financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review and analysis; Issuance of debit cards, credit cards, prepaid credit cards; Online debit, pre-paid, stored-value and reloadable card balance and account tracking services; Credit reporting services; Electronic money transfer services; Payment processing services; Bill payment services; Providing student loan information, and student loan services | ACTIVE | Nov 29, 2018 |
| 041 | Educational services, namely, online instruction in the fields of financial literacy, financial goal planning, budgeting, investing, and personal and household finance and distribution of educational materials in connection therewith; Educational services, namely, facilitating communication and collaboration between youths, teens, young adults and parents via educational workshops in the fields of financial literacy education, financial goal planning, budgeting, investing, and personal and household finance; Educational services, namely, providing online games, tutorials, and conducting informal programs using on-line activities and interactive exhibits for youths, teens, young adults and parents in the fields of financial literacy, financial goal planning, budgeting, investing, and personal and household finance; Providing an online computer game in the field of financial literacy education; Entertainment services, namely, providing online electronic game services and online electronic game applications for mobile devices in the field of financial literacy education; Providing a website featuring online computer games in the field of financial education | ACTIVE | Nov 29, 2018 |
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 Students of Wealth, Inc.
- Other trademarks owned by Students of Wealth, Inc.
- Other trademarks owned by Students of Wealth, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named GOALSETTER
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 4, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Nov 4, 2025 | 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. |
| Oct 14, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 14, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 3, 2025 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 2, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| May 5, 2025 | IUAF | USE AMENDMENT FILED | — |
| May 5, 2025 | 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 28, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 28, 2024 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Oct 28, 2024 | EXT5 | SOU EXTENSION 5 FILED | — |
| Oct 28, 2024 | 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. |
| May 4, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 3, 2024 | EX4G | SOU EXTENSION 4 GRANTED | — |
| May 3, 2024 | EXT4 | SOU EXTENSION 4 FILED | — |
| May 3, 2024 | 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. |
| Nov 7, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 3, 2023 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Nov 3, 2023 | EXT3 | SOU EXTENSION 3 FILED | — |
| Nov 3, 2023 | 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. |
| May 2, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 28, 2023 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Apr 28, 2023 | EXT2 | SOU EXTENSION 2 FILED | — |
| Apr 28, 2023 | 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. |
| Nov 5, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 3, 2022 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Nov 3, 2022 | EXT1 | SOU EXTENSION 1 FILED | — |
| Nov 3, 2022 | 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. |
| May 3, 2022 | 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. |
| Mar 8, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 8, 2022 | 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. |
| Feb 16, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 3, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 2, 2022 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 2, 2022 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 2, 2022 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 2, 2022 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 28, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 27, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 27, 2022 | 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 27, 2021 | 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 27, 2021 | 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 27, 2021 | 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 19, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 9, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 13, 2021 | NWAP | NEW APPLICATION ENTERED | — |