USPTO serial 98929623
C
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 16, 2025
- Examiner
- YAO, GRETTA
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
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.
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Owner
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 Ave Suite 1400Spokane, WA 99201United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for managing personal finances, savings and budgeting; Downloadable software for tracking personal finances, personal savings, and personal finance well-being; Downloadable computer application software used by financial advisors and downloadable software for mobile devices used by consumers and clients, namely, a digital financial management platform for consumers and their financial advisors to use in managing, viewing, tracking, monitoring, goal setting, analyzing, and receiving reports on personal finances and savings and personal finance well-being; Downloadable software for providing financial information and financial education to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving | ACTIVE | — |
| 036 | Financial information services; financial consultancy services; financial planning services; investment services in the nature of capital investment services, investment banking services, and investment advisory services; banking services; financial planning in the nature of cash flow planning services; Financial services, namely, providing investment banking services for the purpose of managing an individual's cash inflows and outflows and reallocating capital to facilitate achievement of savings and free cash flow goals; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting services, namely, expert analysis in finance and savings; Financial consulting services, namely, expert analysis and assistance to facilitate achievement of savings free cash flow goals; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial investment brokerage services; Financial retirement plan consulting services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services; Providing information, analysis, advice, and guidance in the field of personal finance well-being; Providing information, analysis, advice, and guidance in the field of personal finance status; Providing financial information to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving | 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 16, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 16, 2025 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jul 29, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 29, 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. |
| Jul 23, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 24, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 12, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 2, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 31, 2024 | NWAP | NEW APPLICATION ENTERED | — |