USPTO serial 97242495
CURRENCE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- RUSKIN, MATTHEW SEAN
- Law office
- TMEG LAW OFFICE 106
What this means
These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances. If abandonment was unintentional, consult counsel about a petition to revive. Otherwise file a new application if protection is still needed.
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Owner
Red Bank, NJ, US
BELMAR, NJ, US
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, PC601 W. RIVERSIDE AVE SUITE 1400SPOKANE, WA 99201United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for managing personal finances, savings and budgeting for use by financial advisors and their individual clients as part of personal wealth management advising; 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; all of the aforementioned related to personal finance management for individuals | ACTIVE | — |
| 036 | Financial planning services; financial planning in the nature of cash flow planning services for individuals as part of personal wealth management advising; 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 for individuals as part of personal wealth management advising; Financial counseling services, namely, helping others build a better working relationship with their money; Financial retirement plan consulting services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services for individuals as part of personal wealth management advising; Strategic financial advisory services; Providing information, analysis, advice, and guidance in the field of personal finance well-being; Providing information, analysis, advice, and guidance in the field of personal finance status; Providing financial information to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving for individuals as part of personal wealth management advising; all of the aforementioned related to personal finance management for individuals | ACTIVE | — |
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 |
|---|---|---|---|
| Sep 16, 2026 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Sep 16, 2026 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Jun 1, 2026 | RDX3 | NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED | — |
| Jun 1, 2026 | RDX1 | ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED | — |
| Jun 1, 2026 | RRDX | ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED | — |
| May 4, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 4, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 4, 2026 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Feb 5, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Feb 5, 2026 | 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. |
| Feb 5, 2026 | 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. |
| Nov 25, 2025 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| May 21, 2025 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| May 21, 2025 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| May 21, 2025 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Apr 24, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 23, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 23, 2025 | 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 23, 2025 | 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. |
| Jan 23, 2025 | 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. |
| Jan 23, 2025 | 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 18, 2024 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jan 16, 2024 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Jun 12, 2023 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Jun 12, 2023 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Jun 12, 2023 | CNSL | SUSPENSION LETTER WRITTEN | — |
| May 16, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 15, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 15, 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. |
| Feb 1, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Nov 15, 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. |
| Nov 15, 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. |
| Nov 15, 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. |
| Nov 7, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 6, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 6, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 6, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 1, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 31, 2022 | NWAP | NEW APPLICATION ENTERED | — |