USPTO serial 97801955
MONEY.SIMPLIFIED.ORGANIZED.
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- PERKINS, ELLEN J
- Law office
- INTENT TO USE SECTION
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
Centennial, CO, US
Centennial, CO, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David E. Weslow
David E. Weslow WILEY REIN LLP2050 M STREET NWWASHINGTON, DC 20036United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Advisory services relating to credit and debit control, investment, grants and financing of loans; Advisory services relating to mutual funds; Banking services; Banking services provided by mobile telephone connections; Banking and financing services; Credit and cash card payment processing services; Credit card payment processing services; Credit card transaction processing services; Electronic check acceptance services; Financial services, namely, debt settlement; Financial services, namely, electronic remote check deposit services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and research services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial credit scoring services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial investment brokerage services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, creating personal finance strategies for achieving financial independence; Financial portfolio analysis services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Paperless electronic checking account services; Processing of contactless credit and debit card payments; Savings account services; Administration of savings accounts; ATM banking services; Automated Clearing House (ACH) transaction processing services; Automated Clearing House (ACH) transaction processing services provided via mobile phone applications; Capital investment; Charge card and credit card payment processing services; Charitable foundation services, namely, providing financial assistance for programs and services of others; Debit card transaction processing services; Debit card transaction processing services provided via mobile applications; Debt advisory services; Debt management services; Electronic credit card transaction processing; Electronic financial trading services; Electronic cash transactions; Electronic debit card transaction processing; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts; Financial transaction services, namely, providing secure commercial transactions and payment options using a mobile device at a point of sale; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, creating personal finance strategies for achieving financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning and investment advisory services; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; Financial trust planning; Internet banking services; Investment advisory services; Investment banking services; Investment advice in the fields of personal finance; Investment consultation in the fields of personal finance; Investment management in the fields of personal finance; Investment of funds; Investment of funds for others in the fields of personal finance; Issuance of bank checks; Issuing of bank cheques; Merchant banking services; Merchant banking and investment banking services; Merchant services, namely, payment transaction processing services; Mutual fund investment; On-line banking services; On-line financial planning services; On-line banking services featuring electronic alerts that alert credit and debit card users when a single transaction exceeds a certain amount; Online banking services accessible by means of downloadable mobile applications; Online banking; Paperless electronic banking services; Payment processing services in the field of tax payments, credit card payments, and insurance payments; Payment processing services in the field of financial technology payments, namely cryptocurrency payment processing; Payment processing services, namely, credit card and debit card transaction processing services; Payment and funds verification services; Payment verification services; Processing of signature debit electronic transactions; Providing bank account information by telephone; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing an internet website portal in the field of financial transaction and payment processing services; Providing electronic processing of credit card transactions and electronic payments via a global computer network; Providing electronic processing of ACH and credit card transactions and electronic payments via a global computer network; Providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing venture capital, development capital, private equity and investment funding; Strategic financial advisory services; Trading of securities index futures; Trading of securities options; Underwriting, issuance and administration of annuities | 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 |
|---|---|---|---|
| Nov 2, 2026 | 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. |
| Nov 2, 2026 | 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. |
| Apr 2, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 1, 2026 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Apr 1, 2026 | EXT3 | SOU EXTENSION 3 FILED | — |
| Apr 1, 2026 | 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. |
| Oct 2, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 1, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Oct 1, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Oct 1, 2025 | 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 1, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 1, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 31, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Mar 31, 2025 | 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. |
| Oct 1, 2024 | 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. |
| Aug 6, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 6, 2024 | 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. |
| Jul 17, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 28, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 28, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 28, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 28, 2024 | 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 26, 2024 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Feb 26, 2024 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Nov 28, 2023 | 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 28, 2023 | 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 28, 2023 | 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 17, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 9, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 23, 2023 | NWAP | NEW APPLICATION ENTERED | — |