USPTO serial 97224501
FINANCIAL +
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 21, 2023
- Examiner
- BRACEY, KAREN
- 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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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
Owner
Westborough, MA, US
Westborough, MA, US
ALISO VIEJO, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Alberto Zacapa
Alberto Zacapa DLA Piper LLP (US)500 8th St NWWashington, DC 20004United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Administration, billing and reconciliation of accounts on behalf of others; Business consulting services in the field of healthcare and insurance for the purpose of revenue management and payment management; Business data analysis services in the field of healthcare and insurance | ACTIVE | Apr 15, 2016 |
| 036 | Electronic processing of insurance claims and payment data; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries | ACTIVE | Apr 15, 2016 |
| 042 | Platform as a service (PAAS) featuring computer software platforms for the purpose of revenue management in the field of healthcare and insurance; Platform as a service (PAAS) featuring computer software platforms for the purpose of automating premium bills and payments and for processing payments; Platform as a service (PAAS) featuring computer software platforms for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management, and payment management for health care providers; Platform as a service (PAAS) featuring computer software platforms for performing reconciliation, managing delinquencies and producing reports; Platform as a service (PAAS) featuring computer software platforms for purpose of invoice generation, payment and reconciliation for multiple products in a health plan driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for automating premium bills and payments and for processing payments; Software as a service (SAAS) services featuring software for the purpose of revenue management and payment management in the field of healthcare insurance; Software as a service (SAAS) services featuring software for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management and payment management for health care providers; Software as a service (SAAS) services featuring software for the purpose of invoice generation, payments and reconciliation for multiple products in a health plan, driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for performing reconciliation, managing delinquencies and producing reports | ACTIVE | Apr 15, 2016 |
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 Advalent Inc.
- Other trademarks owned by Advalent Inc.
- Other trademarks owned by Advalent Inc.
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named FINANCIAL +
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 5, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 5, 2026 | 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 5, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 5, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 5, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 5, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 5, 2026 | 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 5, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 5, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 5, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 24, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Mar 24, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 24, 2025 | 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. |
| Mar 24, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 24, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 24, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 21, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Nov 21, 2023 | 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 17, 2023 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 16, 2023 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 16, 2023 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 13, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 2, 2023 | IUAF | USE AMENDMENT FILED | — |
| Oct 2, 2023 | 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. |
| Apr 4, 2023 | 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 7, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 7, 2023 | 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 18, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 5, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 4, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 4, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 4, 2023 | 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. |
| Oct 28, 2022 | 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. |
| Oct 28, 2022 | 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. |
| Oct 28, 2022 | 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. |
| Oct 28, 2022 | 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. |
| Oct 28, 2022 | 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. |
| Oct 28, 2022 | 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. |
| Oct 26, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 24, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 21, 2022 | NWAP | NEW APPLICATION ENTERED | — |