Drawing for ORIGIN

USPTO serial 99352160

ORIGIN

Reviewed by CopyMark Law Group

Reg. 8228517Status 700Registered
Filing date
Status date
Registration date
Apr 28, 2026
Examiner
GARTNER, JOHN M
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.

Status 700: 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.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

/Evan Brown/

/Evan Brown/ Neal & McDevitt, LLC2801 Lakeside Drive201Bannockburn, IL 60015

Goods and services

ClassDescriptionStatusFirst use
009Downloadable software for personal financial planning, personal financial management, and personalized investment insights based on user risk profiles and suitability questionnaires; downloadable software for users to create personalized plans for financial wellness; downloadable mobile and desktop applications for budgeting, spend tracking, managing subscriptions, and cash flow analysis; downloadable software for investment tracking, including equities, bonds, retirement accounts, and thematic stock bundles; downloadable software for projecting net worth, retirement readiness, and life event modeling, including education, home purchases, and family planning; downloadable software for estate planning, namely, preparing wills and related documents; downloadable software using artificial intelligence (AI) for generating personalized budgets, forecasts, and recommendations; downloadable software using generative artificial intelligence (AI) for providing real-time financial insights and personalized financial adviceACTIVE—
036Personal financial planning and investment advisory services; financial consulting services using financial wellness tools to create personalized plans for financial wellness; providing a website featuring information in the field of financial wellness; financial management services, namely, budgeting, savings planning, investment tracking, and portfolio analysis; investment of funds for others, namely, automated index investing, thematic stock bundle investing, and high-yield cash account services; financial forecasting services, namely, projecting net worth, cash flow, and retirement readiness; estate planning services, namely, creation and management of wills and estate planning documents; financial management, namely, subscription and bill monitoring services; AI-assisted financial planning and advisory services providing recommendations based on user-specific financial dataACTIVE—
042Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to access and view information on compensation and salaries; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; software as a service (SaaS) services featuring software for personal financial planning, budgeting, forecasting, and investment tracking; providing temporary use of online, non downloadable software incorporating generative AI functionality for financial analysis, insights, and planning recommendations; providing temporary use of non-downloadable cloud-based software for consolidating user financial accounts and generating financial reportsACTIVEJul 30, 2024

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

DateCodeEventWhat it means
Apr 28, 2026NRCCNOTICE OF REGISTRATION CONFIRMATION EMAILED—
Apr 28, 2026R.PRREGISTERED-PRINCIPAL REGISTERYour 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.
Mar 10, 2026NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Mar 10, 2026PUBOPUBLISHED FOR OPPOSITIONYour 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.
Mar 4, 2026NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Feb 11, 2026CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Feb 9, 2026TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Feb 9, 2026CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Feb 9, 2026TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
Jan 14, 2026GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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.
Jan 14, 2026GNRTNON-FINAL ACTION E-MAILEDA 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.
Jan 14, 2026CNRTNON-FINAL ACTION WRITTENA 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.
Jan 7, 2026DOCKASSIGNED TO EXAMINER—
Aug 23, 2025NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Aug 22, 2025MAFRAPPLICATION FILING RECEIPT MAILED—
Aug 22, 2025NWAPNEW APPLICATION ENTERED—

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