USPTO serial 99198258
Reviewed by CopyMark Law Group
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.
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.
Plus Government fees of $750
Santa Monica, CA, US
Santa Monica, CA, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Steven M. Weinberg
Steven M. Weinberg Holmes Weinberg, PC30765 Pacific Coast HighwaySuite 411Malibu, CA 90265| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for family financial management, namely, to facilitate financial management of assets, perform financial auditing, and to allow electronic communication between users; Downloadable software for accessing, viewing and managing checking accounts, credit card accounts and savings accounts, paying bills, conducting financial transactions and transferring money; Downloadable software for processing electronic funds transfers and payments made via credit card, debit card, and electronic check; Downloadable software for facilitating electronic, mobile and online payments; Downloadable software for the creation of mobile internet applications, web applications, websites, and client interfaces; Downloadable software for computer data management and computer data analytics; Downloadable software for collecting, providing and analyzing data analytics, business analytics and business intelligence in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, customer relationship management, and employee efficiency; Downloadable software for compiling data, customer data and customer interactions to enable marketers to plan, personalize, optimize, monitor, measure and customize communications with customers throughout the marketing, sales, and service lifecycle across channels and devices; Downloadable software for retrieving, tracking, managing, testing, measuring and analyzing data, data analytics, business analytics and business intelligence in the fields of business, marketing, advertising, brand development, promotion, sales, customer information, customer relationship management, sales support, employee efficiency, cloud computing, and security and authentication; Downloadable software for automation of marketing, sales, data analytics, database creation, and social media management and publication; Downloadable software for customer service and support, social media management and publication, managing online content, machine learning for customer service and support, using artificial intelligence (AI) for customer service and support, data storage, collaboration, namely, collaboration for customer service and support, performing e-commerce transactions, hosting search engines and server hosting | ACTIVE | — |
| 035 | Providing business advice and business information in the field of finance, loans, and credit monitoring | ACTIVE | — |
| 036 | Financial management; Financial management via the Internet; Financial management in the field of family financial management, namely, facilitating financial management of assets and financial auditing; Insurance agency and brokerage; Insurance information; Investment consultation; Financial planning and investment advisory services; Financial asset management; Financial planning for retirement; Financial advice and consultancy services; Payment processing services, namely, credit card and debit card transaction processing services; ATM banking services; Banking services; Bill payment services; Checking account services; Credit and loan services; Financing and loan services; Financial services, namely, electronic remote check deposit services; Electronic transfer of money; Savings account services; Debit account services featuring a computer readable card; Consumer credit consultation; Consumer lending services; Online banking services; On-line banking services featuring electronic alerts that alert credit and debit card users when a single transaction exceeds a certain amount | ACTIVE | — |
| 042 | Software as a service (SAAS) services featuring software for family financial management, namely, to facilitate financial management of assets, perform financial auditing and to allow electronic communication between users; Software as a service (SAAS) services featuring software for accessing, viewing and managing checking accounts, credit card accounts and savings accounts, paying bills, conducting financial transactions and transferring money; Software as a service (SAAS) services featuring software for processing electronic funds transfers and payments made via credit card, debit card, and electronic check; Software as a service (SAAS) services featuring software for facilitating electronic, mobile and online payments; Software as a service (SAAS) services featuring software for processing electronic payments and for transferring funds to and from others; Software as a service (SAAS) services featuring software for the creation of mobile internet applications, web applications, websites, and client interfaces; Software as a service (SAAS) services featuring software for computer data management and computer data analytics; Software as a service (SAAS) services featuring software for collecting, providing and analyzing data analytics, business analytics and business intelligence in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, customer relationship management, and employee efficiency; Software as a service (SAAS) services featuring software for compiling data, customer data and customer interactions to enable marketers to plan, personalize, optimize, monitor, measure and customize communications with customers throughout the marketing, sales, and service lifecycle across channels and devices; Software as a service (SAAS) services featuring software for retrieving, tracking, managing, testing, measuring and analyzing data, data analytics, business analytics and business intelligence in the fields of business, marketing, advertising, brand development, promotion, sales, customer information, customer relationship management, sales support, employee efficiency, cloud computing, and security and authentication; Software as a service (SAAS) services featuring software for automation of marketing, sales, data analytics, database creation, and social media management and publication; Software as a service (SAAS) services featuring software for customer service and support, social media management and publication, managing online content, machine learning for customer service and support, using artificial intelligence (AI) for customer service and support, data storage, collaboration, namely, collaboration for customer service and support, performing e-commerce transactions, hosting search engines and server hosting; Internet security consultancy; Data security consultancy; Computer security consultancy; Providing on-line non-downloadable software for family financial management, namely, to facilitate financial management of assets, perform financial auditing and to allow electronic communication between users; Providing on-line non-downloadable software for accessing, viewing and managing checking accounts, credit card accounts and savings accounts, paying bills, conducting financial transactions and transferring money; Providing on-line non-downloadable software for processing electronic funds transfers and payments made via credit card, debit card, and electronic check; Providing on-line non-downloadable software for facilitating electronic, mobile and online payments; Providing on-line non-downloadable software for processing electronic payments and for transferring funds to and from others | ACTIVE | — |
| 045 | Online social networking services; Online social networking services in the field of business analytics, sales and business services; Computer software licensing; Registration of domain names | 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 |
|---|---|---|---|
| Sep 24, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 24, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Sep 23, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| Sep 23, 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. |
| Jul 13, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 13, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 13, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 7, 2026 | 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. |
| Feb 10, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 10, 2026 | 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. |
| Feb 4, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 15, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 7, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 6, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 6, 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. |
| Oct 12, 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. |
| Oct 12, 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. |
| Oct 12, 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. |
| Oct 10, 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. |
| Oct 10, 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. |
| Oct 10, 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. |
| Oct 9, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 29, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 22, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| May 22, 2025 | NWAP | NEW APPLICATION ENTERED | — |