USPTO serial 98678349
ERA
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- PODESTA, GIDETTE
- Law office
- TMO LAW OFFICE 125
What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Karen Won
Karen Won Mintz, Levin, Cohn, Ferris, Glovsky, and Popeo P.C.One Financial CenterBoston, MA 02111United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software in the nature of a mobile application for use by individual consumers in personal finance management; Downloadable computer software in the nature of a mobile application for individual consumers using artificial intelligence (AI) for managing and automating personal budgeting, taxes, saving, and spending; Downloadable software in the nature of a mobile application for individual consumers for organizing personal financial data for individual money management purposes; Downloadable software in the nature of a mobile application for individual consumers featuring an electronic financial platform that accommodates multiple types of secure money transfer options for individual money management purposes; Downloadable software in the nature of a mobile application for individual consumers featuring personalized financial guidance for individual money management purposes; none of the aforesaid provided to companies or in connection with the computer games, interactive entertainment, and/or real estate industries | ACTIVE | — |
| 036 | Online personal finance management services rendered using artificial intelligence (AI) for individual money management purposes; Providing financial services, namely, providing management in the field of personal finance for individual consumers for individual money management purposes; none of the aforesaid provided to companies or in connection with the computer games, interactive entertainment, and/or real estate industries | ACTIVE | — |
| 042 | Providing temporary use of non-downloadable software for individual consumers for use in personal finance management; Providing temporary use of non-downloadable software for individual consumers using artificial intelligence (AI) for managing and automating personal budgeting, taxes, saving, and spending; Providing temporary use of non-downloadable software for individual consumers for organizing personal financial data for individual money management purposes; Providing temporary use of non-downloadable software for individual consumers featuring an electronic financial platform that accommodates multiple types of secure money transfer options for individual money management purposes; Providing temporary use of non-downloadable software for individual consumers featuring personalized financial guidance for individual money management purposes; none of the aforesaid provided to companies or in connection with the computer games, interactive entertainment, and/or real estate industries | 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 |
|---|---|---|---|
| Oct 21, 2026 | 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 21, 2026 | 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 21, 2026 | 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 9, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 9, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 9, 2026 | 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. |
| Jul 2, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jul 2, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Apr 9, 2026 | 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 9, 2026 | 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 9, 2026 | 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. |
| Feb 3, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 3, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 3, 2026 | 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 5, 2025 | 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 5, 2025 | 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 5, 2025 | 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. |
| Aug 27, 2025 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Feb 26, 2025 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Feb 26, 2025 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Feb 26, 2025 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Feb 18, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 17, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 1, 2024 | NWAP | NEW APPLICATION ENTERED | — |