USPTO serial 98780779
Reviewed by CopyMark Law Group
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Erica Allen
Erica Allen DiAngelo Law1112 Channelside Drive, Ste 3Tampa, FL 33602United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software application for management of accounting, bookkeeping, transaction processing, transaction management, tax preparation and planning, business process management, and financial planning; Downloadable software application featuring automated and customized financial management services; Downloadable software application to create, customize, and manage invoices; Downloadable software application to create and manage budgets; Downloadable software application to create price quote estimates and transfer price quote estimates to invoices; Downloadable software application to automate creation of invoices; Downloadable software application to create, customize, print, export, and e-mail financial reports, business reports, balance sheets, profit and loss statements, cash flow statements, and taxable sales reports; Downloadable software application to create, print, and track checks and purchase orders; Downloadable software application to track sales, expenses, and payments; downloadable software application to analyze the financial status of businesses and industries; Downloadable software application to manage customer lists, email and print sales forms, and track running balances; Downloadable software application for inventory management and customer relationship management; Downloadable software application for administering employee payroll; Downloadable software application to import contacts and financial data from other electronic services and software; Downloadable software application for database management, data aggregation, data reporting, and data transmission; Downloadable software application for online backup of electronic files; Downloadable software application for online banking; Downloadable software for automating and displaying data to assist a user in making investment and trading decisions and for consumer understanding in the field of finance; Downloadable software, namely, an automated trading interface that connects users with advice and information in the field of finance; Downloadable software, namely, an automated financial investment management interface that connects users with advice and information in the field of finance | ACTIVE | Oct 1, 2025 |
| 035 | Bookkeeping; financial auditing; business auditing; account auditing; accounting services; Preparation of financial statements; Economic forecasting and analysis; Economic forecasting services; Tax preparation; Data processing services; compilation of information into computer databases; computerized file management; systemization of information into computer databases; business management consultancy and advisory services; business management and organization consultancy; Business advice, inquiries or information; business organization consultancy; Analyzing and compiling business data; Business investigations; Business research; Commercial information agency services; Cost price analysis; Business appraisals; Preparation of business reports; Expert evaluations and reports relating to business matters; Preparation and auditing of financial statements; providing a website featuring information in the field of accounting | ACTIVE | — |
| 036 | Financial management in the field of investment portfolios; On-line trading of options on the options exchange market; Securities trading and investing services for others via the internet; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial valuations; Fiscal valuations and assessments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial data analysis; Financial risk management; Financial consultancy services; Financial information and evaluations; Financial portfolio analysis services; Check verification; Valuation services; antique appraisal; art appraisal; financial evaluation of wool; financial evaluation of standing timber; financial valuation of standing timber; numismatic appraisal; real estate appraisal; stamp appraisal; Providing information in the field of financial appraisals via a website; Financial appraisal and valuation of art, real estate, antiques and vehicles; Debt management consultancy; Debt advisory services; financial forecasting; providing a website featuring information in the fields of finance, financial investing, financial planning, money and financial asset management | ACTIVE | — |
| 041 | Education services, namely, providing online publications, namely, articles and blogs in the field of finance, accounting, investing, financial planning, and money and asset management | ACTIVE | Sep 3, 2025 |
| 042 | Platform as a service (PAAS) featuring computer software platform for management of accounting, bookkeeping, transaction processing, transaction management, tax preparation and planning, business process management, and financial planning; Platform as a service (PAAS) featuring automated and customized financial management services; software as a service (SAAS) services featuring software for accounting, bookkeeping, transaction processing, transaction management, tax preparation and planning, business process management, and financial planning; software as a service (SAAS) services featuring software to create, customize, and manage invoices; software as a service (SAAS) services featuring software to create and manage budgets; software as a service (SAAS) services featuring software to create price quote estimates and transfer price quote estimates to invoices; software as a service (SAAS) services featuring software to automate creation of invoices; software as a service (SAAS) services featuring software to create, customize, print, export, and e-mail financial reports, business reports, balance sheets, profit and loss statements, cash flow statements, and taxable sales reports; software as a service (SAAS) services featuring software to create, print, and track checks and purchase orders; software as a service (SAAS) services featuring software to track sales, expenses, and payments; software as a service (SAAS) services featuring software to analyze the financial status of businesses and industries; software as a service (SAAS) services featuring software to manage customer lists, email and print sales forms, and track running balances; software as a service (SAAS) services featuring software for inventory management and customer relationship management; software as a service (SAAS) services featuring software for administering employee payroll; software as a service (SAAS) services featuring software to import contacts and financial data from other electronic services and software; software as a service (SAAS) services featuring software for database management, data aggregation, data reporting, and data transmission; software as a service (SAAS) services featuring software for online backup of electronic files; providing temporary use of online non-downloadable software to calculate and charge sales tax and to create reports to pay sales tax to appropriate tax agencies; providing temporary use of online non-downloadable software for credit card invoicing and credit card payment processing; software as a service (SAAS) services featuring software for online banking; providing temporary use of online non-downloadable software for controlling access to financial information via electronic permission settings; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail purchase orders; providing temporary use of online non-downloadable software for tracking income, expenses, sales, and profitability by business location, department, type of business, or other user set field; Platform as a service (PAAS) featuring computer software platform for providing information, risk analysis and recommendations in the field of finance; Platform as a service (PAAS) featuring computer software platform for generating automated trades based on user preferences; Platform as a service (PAAS) featuring automated and customized financial management services; Providing temporary use of a web-based software application for use in database management featuring the ability for users to create custom reports and custom exports to manage, review and analyze financial data; Providing online non-downloadable data analytics software; technical support services, namely, technical advice related to the repair of software via website; Technical support services, namely, troubleshooting of computer software problems; Technical support services, namely, technical advice related to the installation of software; Installation and maintenance of computer software | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 25, 2025 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Nov 25, 2025 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Oct 29, 2025 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Oct 29, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 29, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 29, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 29, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 28, 2025 | IUAA | USE AMENDMENT ACCEPTED | — |
| Oct 6, 2025 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Oct 6, 2025 | IUAF | USE AMENDMENT FILED | — |
| Oct 6, 2025 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Oct 6, 2025 | 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. |
| Jun 23, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jun 23, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Apr 22, 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. |
| Apr 22, 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. |
| Apr 22, 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. |
| Apr 8, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 7, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 1, 2024 | NWAP | NEW APPLICATION ENTERED | — |