USPTO serial 99458054
ZEEN
Reviewed by CopyMark Law Group
Status 819
- Filing date
- Status date
- Registration date
- —
- Examiner
- WEIGLE, KATHERINE CONNOLLY
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Dover, DE, US
Dover, DE, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Adam L. Brookman
Adam L. Brookman Boyle Fredrickson, S.C.840 N. Plankinton AvenueMilwaukee, WI 53203United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable mobile and web application software for autonomous personal financial management; Downloadable software for connecting multiple financial accounts, analyzing cash flow, and optimizing money movement; Downloadable software using artificial intelligence for budgeting, bill management, debt repayment, subscription management, and savings optimization; Downloadable computer software for automating financial transactions across bank accounts, credit cards, and digital wallets; Downloadable software for monitoring, analyzing, and reporting on financial transactions and account balances. | ACTIVE | Jan 30, 2026 |
| 036 | Personal financial management services provided via a mobile app and website; Automated financial transaction services, namely analyzing, evaluating and processing financial transactions to optimize payments, transfers and debt repayments; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information from multiple accounts for financial purposes; Bill negotiation services, namely, debt settlement negotiation services; financial consulting services in the field of tracking, analysis and financial management of personal subscriptions; Financial consulting services namely, providing budget planning, savings recommendations, and debt reduction strategies; Providing financial information, analysis, and insights to consumers via digital platforms. | ACTIVE | Jan 30, 2026 |
| 042 | Software as a service (SaaS) featuring non-downloadable software for autonomous financial management; Platform as a service (PaaS) featuring computer software platforms for orchestrating AI agents, financial workflows, and policy-controlled money movement; Providing temporary use of online non-downloadable software for managing budgets, bills, savings, and subscriptions; Providing temporary use of online non-downloadable computer software for account aggregation, financial reporting, and optimization of money across multiple financial institutions; Hosting software platforms that enable users to monitor, approve, and automate financial decisions. | ACTIVE | Jan 30, 2026 |
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 |
|---|---|---|---|
| Oct 26, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 26, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 20, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 12, 2026 | IUAF | USE AMENDMENT FILED | — |
| Oct 12, 2026 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Sep 1, 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. |
| Jul 7, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 7, 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. |
| Jul 1, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 11, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 10, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 10, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 10, 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. |
| Mar 10, 2026 | 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. |
| Mar 10, 2026 | 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. |
| Mar 10, 2026 | 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. |
| Mar 10, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 11, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 23, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Oct 23, 2025 | NWAP | NEW APPLICATION ENTERED | — |