USPTO serial 98255190
CITIDIRECT
Reviewed by CopyMark Law Group
Status 732Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- SAUNDERS, ANDREA DAWN
- Law office
- INTENT TO USE SECTION
What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
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Owner
New York, NY, US
New York, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Brooke Erdos Singer
Brooke Erdos Singer Davis+Gilbert LLP1675 Broadway, 31st FloorNew York, NY 10019United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software, application software, and software programs for banking and financial services; downloadable software, application software, and software programs for electronic processing of credit card transactions, debit card transactions and electronic payments made via a global computer network; downloadable software, application software, and software programs for payment processing services, namely, credit card and debit card transaction processing services; downloadable software, application software, and software programs for financial information and financial advice; downloadable software, application software, and software programs for electronic foreign exchange payment processing; downloadable software, application software, and software programs for financial management, financial asset management, management of financial transactions, financial analysis and consultation, financial affairs and monetary affairs; downloadable software, application software, and software programs for accessing, reading, and tracking information in the field of financial transactions; downloadable software, application software, and software programs for managing bank accounts; downloadable software, application software, and software programs for electronically trading securities; downloadable software, application software, and software programs for managing and verifying financial transactions; downloadable computer communications software, applications, and programs to allow customers to access bank account information and transact bank business; downloadable software, application software, and software programs for accessing letters of credit, trade loans, mutual funds, money market funds, and other financial funds; downloadable software, application software, and software programs for securities management, securities lending, collateral management, liquidity management, financial custody, foreign exchange, financial execution, fund issuance, trading, and servicing, investment services, trade support, investor onboarding, support, and communications, financial monitoring and reporting, market, service, and risk intelligence, and trustee and depositary services; downloadable software, namely, an electronic financial platform that accommodates multiple types of payment and debt transactions in an integrated mobile phone, computer tablet, and web-based environment | ACTIVE | — |
| 036 | Banking services; financial services, namely, banking and financial services provided and accessed via computer and global computer networks; paperless electronic banking services; electronic banking via global computer network; providing electronic processing of credit card transactions, debit card transactions and electronic payments made via a global computer network; payment processing services, namely, credit card and debit card transaction processing services; providing an internet website portal in the field of financial transaction and payment processing services; providing a website featuring information in the field of banking and finance; providing financial information and financial advice via a website; electronic foreign exchange payment processing; financial management; financial asset management; financial management via the Internet; financial analysis and consultation; financial affairs and monetary affairs, namely, financial information, management, and analysis services; banking services provided via downloadable applications and a website; financing and loan services; electronic loan origination services; currency trading services; securities trading services for others via the internet; on-line trading of financial instruments, shares, options and other derivative products; financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; online banking for accessing bank account information, managing bank accounts, managing and verifying financial transactions, and transacting bank business; financial services, namely, securities management, securities lending, collateral management, liquidity management, financial custody services, in the nature of maintaining possession of financial assets for others for financial management purposes, foreign exchange, financial execution, fund issuance, trading of funds, servicing of funds, namely, electronic transfer and investment of funds, investment services, trade support, namely, trading of funds, investor onboarding, support, and communications, namely, online banking for opening, accessing, and managing accounts for investors; financial monitoring and reporting for investment purposes, and trustee and securities deposit services | ACTIVE | — |
| 042 | Providing online non-downloadable software for banking and financial services; providing online non-downloadable software for electronic processing of credit card transactions, debit card transactions and electronic payments made via a global computer network; providing online non-downloadable software for payment processing services, namely, credit card and debit card transaction processing services; providing online non-downloadable software for financial information and financial advice; providing online non-downloadable software for electronic foreign exchange payment processing; providing online non-downloadable software for financial management, financial asset management, management of financial transactions, financial analysis and consultation, financial affairs and monetary affairs; providing online non-downloadable software for accessing, reading, and tracking information in the field of financial transactions; providing online non-downloadable software for managing bank accounts; providing online non-downloadable communications software for allowing customers to access bank account information and transact bank business; providing online non-downloadable software for electronically trading securities; providing online non-downloadable software for accessing letters of credit, trade loans, mutual funds, money market funds, and other financial funds; providing online non-downloadable software for securities management, securities lending, collateral management, liquidity management, financial custody, foreign exchange, financial execution, fund issuance, trading, and servicing, investment services, trade support, investor onboarding, support, and communications, financial monitoring and reporting, market, service, and risk intelligence, and trustee and depositary services; providing a website featuring online non-downloadable software for banking and financial services; providing a website featuring online non-downloadable software for credit card transactions, debit card transactions and electronic payments made via a global computer network and processed electronically; providing a website featuring online non-downloadable software for payment processing services, namely, credit card and debit card transaction processing services; providing a website featuring online non-downloadable software that enables users to access financial information and financial advice; providing a website featuring online non-downloadable software for electronic foreign exchange payment processing; providing a website featuring online non-downloadable software for financial management, financial asset management, management of financial transactions, financial analysis and consultation, financial affairs and monetary affairs; providing a website featuring online non-downloadable software that enables users to access, read, and track information in the field of financial transactions; providing a website featuring online non-downloadable software that enables users to access bank account information, manage bank accounts, and transact bank business; providing a website featuring online non-downloadable software that enables users to electronically trade securities; providing a website featuring online non-downloadable software that enables users to manage and verify financial transactions; providing a website featuring online non-downloadable software that enables users to access letters of credit, trade loans, mutual funds, money market funds, and other financial funds; providing a website featuring online non-downloadable software for securities management, securities lending, collateral management, liquidity management, financial custody, foreign exchange, financial execution, fund issuance, trading, and servicing, investment services, trade support, investor onboarding, support, and communications, financial monitoring and reporting, information related to financial markets and risk, and trustee and depositary services; providing online non-downloadable software for onboarding new clients and opening bank, deposit, and financial accounts; providing online non-downloadable software for maintenance and monitoring of bank, deposit, and financial accounts; providing online non-downloadable software for uploading, reviewing, and obtaining assistance with banking and financial documents; providing online non-downloadable software platforms for banking and financial services; providing online non-downloadable software platforms for electronic processing of credit card transactions, debit card transactions and electronic payments made via a global computer network; providing online non-downloadable software platforms for payment processing services, namely, credit card and debit card transaction processing services; providing online non-downloadable software platforms for financial information and financial advice; providing online non-downloadable software platforms for electronic foreign exchange payment processing; providing online non-downloadable software platforms for financial management, financial asset management, management of financial transactions, financial analysis and consultation, financial affairs and monetary affairs; providing online non-downloadable software platforms for reading, and tracking information in the field of financial transactions; providing online non-downloadable software platforms for managing bank accounts; providing online non-downloadable software platforms for electronically trading securities; providing online non-downloadable software platforms for managing and verifying financial transactions; providing online non-downloadable software platforms for accessing bank account information and transacting bank business; providing online non-downloadable software platforms for accessing letters of credit, trade loans, mutual funds, money market funds, and other financial funds; providing online non-downloadable software platforms for securities management, securities lending, collateral management, liquidity management, financial custody, foreign exchange, financial execution, fund issuance, trading, and servicing, investment services, trade support, investor onboarding, support, and communications, financial monitoring and reporting, information related to financial markets and risk, and trustee and depositary services; providing temporary use of a web-based software application for securities management, securities lending, collateral management, liquidity management, financial custody, foreign exchange, financial execution, fund issuance, trading, and servicing, investment services, trade support, investor onboarding, support, and communications, financial monitoring and reporting, information related to financial markets and risk, and trustee and depositary services; providing online non-downloadable software platforms for onboarding new clients and opening bank, deposit, and financial accounts; providing online non-downloadable software platforms for maintenance and monitoring of bank, deposit, and financial accounts; providing online non-downloadable software platforms for uploading, reviewing, and obtaining assistance with banking and financial documents; design and development of software for instant messaging | 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 |
|---|---|---|---|
| Apr 29, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 28, 2026 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Apr 28, 2026 | EXT3 | SOU EXTENSION 3 FILED | — |
| Apr 28, 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. |
| Nov 22, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 21, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Nov 21, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Nov 21, 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. |
| Sep 15, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 28, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| May 28, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| May 28, 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. |
| Dec 3, 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. |
| Oct 22, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 22, 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. |
| Oct 2, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 17, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 17, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 17, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 17, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 17, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 19, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 19, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 19, 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. |
| May 30, 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. |
| May 30, 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. |
| May 30, 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. |
| May 23, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 29, 2023 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Nov 28, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 8, 2023 | NWAP | NEW APPLICATION ENTERED | — |