USPTO serial 98151029
FAMILYGPT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- HESIK, APRIL ANNE
- Law office
- TMO LAW OFFICE 124
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
San Francisco, CA
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 SUITE 1400SPOKANE, WA 99201United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | downloadable mobile applications for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software comprising a comprehensive database management system of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable software featuring computer software for appointment scheduling; Downloadable software featuring computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Downloadable software featuring computer software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and transferring data and information; Downloadable software featuring computer software for business management, customer relationship management, document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business communications; Downloadable software featuring computer software for business management, operations and data analysis; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for users to post, upload, view and share data, information and multimedia content; Downloadable software featuring computer software for enabling communication between users on community sites on the Internet; Downloadable software featuring computer software for real-time transmission of data, messages, location information, pictures, link information and texts; Downloadable software featuring computer software for programs in data networks for accessing on-line databases; Downloadable software featuring computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; Downloadable software featuring computer software for use in tracking habits and goals; downloadable computer programs and downloadable computer software for machine-learning based language and speech processing software; downloadable computer chatbot software for simulating conversations; downloadable computer programs and downloadable computer software for creating and generating text | ACTIVE | — |
| 035 | Family succession planning; business transition planning; tax planning; Family office business services, namely, providing business management and business consulting services for family offices; Family office business administration services | ACTIVE | — |
| 036 | Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families; Family office services, namely, financial advisory and consultancy services in the field of financial planning for families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; philanthropy consultation related to taxation planning; tax and taxation planning, advice, information, and consultancy services | ACTIVE | — |
| 042 | Software as a service (SAAS) services featuring software for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring software comprising a comprehensive database management system of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database;Software as a service (SAAS) services featuring online non-downloadable computer software for appointment scheduling; Software as a service (SAAS) services featuring online non-downloadable computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Software as a service (SAAS) services featuring online non-downloadable computer software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and transferring data and information;Providing Software-as-a-Service (SaaS) services featuring online, non-downloadable software for business management, customer relationship management, document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business communications; Software as a service (SAAS) services featuring software for business management, operations and data analysis; Providing temporary use of a non-downloadable web application for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Platform as a service (PAAS) featuring computer software platforms for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing a website featuring non-downloadable software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing temporary use of non-downloadable computer software which enables Internet users to post, upload, view and share data, information and multimedia content; provision of online non-downloadable computer software for enabling communication between users on community sites on the Internet; providing non-downloadable computer software for real-time transmission of data, messages, location information, pictures, link information and texts; provision of online non-downloadable computer software programs in data networks for accessing on-line databases;providing temporary use of non-downloadable computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; software as a service (SaaS) featuring software for use in tracking habits and goals; providing on-line temporary use of non-downloadable software for use in tracking habits and goals; provision of computer programs in data networks, namely, providing online non-downloadable software for use in tracking habits and goals; online non-downloadable computer programs and downloadable computer software for machine-learning based language and speech processing software; online non-downloadable computer chatbot software for simulating conversations; online non-downloadable computer programs and downloadable computer software for creating and generating text | 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.
- Other trademarks owned by Way2b1.com, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named FAMILYGPT
- Prosecution event MAB2 explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 12, 2024 | 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. |
| Nov 12, 2024 | 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. |
| Jul 29, 2024 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jul 29, 2024 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Apr 29, 2024 | 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. |
| Apr 29, 2024 | 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. |
| Apr 29, 2024 | 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. |
| Apr 25, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 25, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 29, 2023 | NWAP | NEW APPLICATION ENTERED | — |