USPTO serial 98503230
X SAVINGS
Reviewed by CopyMark Law Group
Status 732Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- MICKLEBURGH, LINDA BOHANNON
- 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
San Diego, CA, US
San Diego, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David M. Kramer
David M. Kramer Buchanan Ingersoll & Rooney, P.C.1700 K Street N.W.Suite 300Washington, DC 20006Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | banking services; checking and savings account services; bill payment services, namely, payment administration; bank card, debit card and electronic payment card services; money transmission services, namely, electronic transfer of money; mortgage lending services; financing of loans; arranging and provision of loans; financing services, namely, purchasing of lottery prize, structured settlement, and deferred payment obligations; consumer lending services, namely, providing loans whereby lottery prize, structured settlement, and deferred payments are used as loan collateral; equipment financing services, namely, providing financing for the purchase and leasing of equipment; electronic payment card services, namely, debit card transaction processing services, and automated teller machine transaction processing services; ATM banking services; debit card transaction processing services; financial investment brokerage and financial investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, derivatives, warrants, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; providing web-based, automated and customized personal financial management services, namely, management of personal financial accounts and investments, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; online financial advisory services in the nature of automated financial robo-advisory services; online financial management services in the nature of automated robo-wealth management and portfolio management and rebalancing; end-point investor services, namely, capital investment and investment of funds; investment consultancy and management and financial portfolio management; individual retirement account services; investment consultation services in the area of investment risk assessment | 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 19, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 18, 2026 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Sep 18, 2026 | EXT3 | SOU EXTENSION 3 FILED | — |
| Sep 18, 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. |
| Mar 18, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 17, 2026 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Mar 17, 2026 | EXT2 | SOU EXTENSION 2 FILED | — |
| Mar 17, 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. |
| Sep 23, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 22, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Sep 22, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Sep 22, 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. |
| Mar 25, 2025 | 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. |
| Jan 28, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 28, 2025 | 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. |
| Jan 22, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 2, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 2, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jan 2, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jan 2, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jan 2, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 23, 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. |
| Oct 23, 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. |
| Oct 23, 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. |
| Oct 22, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 29, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 16, 2024 | NWAP | NEW APPLICATION ENTERED | — |