USPTO serial 99082527
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.
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Advertising and business services, namely, securing airtime on all forms of media communications stations, systems, networks, and services for the purpose of promoting the goods and services of others; Preparing audiovisual displays in the field of personal finance management.; Promotion of financial and insurance services, on behalf of third parties | ACTIVE | Aug 2, 2020 |
| 036 | Financial administration of savings and investment accounts, credit card accounts and pension plans; money management services, namely, organization, and ongoing maintenance of user accounts for budgeting, savings, and investments; administration of checking and savings accounts featuring alerts regarding credit card usage and pension contributions; Financial planning, namely, creating personalized strategies for budgeting, savings and debt management, featuring customized cash-flow analysis and expense reduction plans, automated savings goals and financial milestone tracking, personalized debt consolidation and payoff strategies, credit counseling and loan advice; Financial advisory and consultancy services, namely, assisting consumers with improving credit scores, obtaining financing, and managing loan repayments, namely, by analyzing credit reports, identifying errors, and advising on effective credit-building measures, providing loan and mortgage pre-qualification guidance, refinancing options, and repayment scheduling; financial credit scoring services, namely, offering counseling on interest rate negotiation, debt consolidation programs, and responsible credit utilization. | ACTIVE | Aug 2, 2020 |
| 042 | Software as a service (SaaS) featuring software for personal finance management, budgeting, saving, investing, and expense-tracking solutions via mobile, web and desktop applications; Developing, hosting, and maintaining a cloud-based platform featuring software that allows users to track expenses and income in real time, offers automated budgeting tools and predictive analytics for savings goals, and portfolio tracking for investments, integration with third-party financial institutions and payment systems for account synchronization, transaction categorization, and multi-device user access; providing temporary use on online non-downloadable software for use in tracking account balances, interest rates, and financial transactions for the purpose of personal and/or business financial management. | ACTIVE | Jan 2, 2022 |
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 11, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Nov 11, 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. |
| Sep 23, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 23, 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. |
| Sep 17, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 24, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 22, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 22, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 22, 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. |
| Aug 20, 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. |
| Aug 20, 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. |
| Aug 20, 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 14, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 14, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 14, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 14, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 13, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 13, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 13, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 13, 2025 | NWAP | NEW APPLICATION ENTERED | — |