USPTO serial 97260248
AIMEE
Reviewed by CopyMark Law Group
Status 654
- Filing date
- Status date
- Registration date
- —
- Examiner
- DOMBROW, COLLEEN M
- Law office
- TMEG LAW OFFICE 101
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
El Segundo, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Janet Garetto
Janet Garetto NIXON PEABODY LLP70 WEST MADISON STREET, SUITE 5200CHICAGO, IL 60602UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Platform as a service (PAAS) featuring computer software platforms for providing personalized financial coaching, access to coaches, tools, and educational resources and providing access to financial professionals for employees; software as a services (SAAS) services featuring software for providing personalized financial coaching and financial education, financial management, financial planning, assessing financial literacy and financial wellness, providing finance analytics, budgeting, employee and retirement benefits analysis and for analyzing personal financial data and generating reports in the fields of financial planning, savings, investment, personal finance and debt elimination, enabling individuals to assess, manage, and track their financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; providing temporary use of on-line non-downloadable software for financial planning, financial coaching, retirement planning and financial management; providing temporary use of non-downloadable software for assessment and tracking of financial planning priorities and data aggregation in employer sponsored retirement plans including providing temporary use of non-downloadable educational software featuring instruction in financial planning; providing temporary use of non-downloadable software under individual access codes and passwords to financial planning software to model future financial goals; providing temporary use of on-line non-downloadable software for financial planning, financial coaching, retirement planning and financial management using artificial intelligence; providing temporary use of non-downloadable software for assessment and tracking of financial planning priorities and data aggregation in employer sponsored retirement plans including providing temporary use of non-downloadable educational software featuring instruction in financial planning using artificial intelligence; providing temporary use of non-downloadable software under individual access codes and passwords to financial planning software to model future financial goals using artificial intelligence; platform as a service (PAAS) featuring software for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a service (SAAS) featuring software for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a services (SAAS) services featuring software using artificial intelligence for providing personalized financial coaching and financial education, financial management, financial planning, assessing financial literacy and financial wellness, providing finance analytics, budgeting, employee and retirement benefits analysis and for analyzing personal financial data and generating reports in the fields of financial planning, savings, investment, personal finance and debt elimination, enabling individuals to assess, manage, and track their financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a service (SAAS) featuring software using artificial intelligence for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals | 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 |
|---|---|---|---|
| May 21, 2026 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Nov 8, 2025 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| May 7, 2025 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| May 7, 2025 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Nov 6, 2024 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Dec 18, 2023 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Jun 20, 2023 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Jun 20, 2023 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Jun 20, 2023 | CNSL | SUSPENSION LETTER WRITTEN | — |
| May 26, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 25, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 25, 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. |
| Nov 25, 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 25, 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 25, 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 22, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 15, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 12, 2022 | NWAP | NEW APPLICATION ENTERED | — |