USPTO serial 99596726
PERSONIFI
Reviewed by CopyMark Law Group
Status 645Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- JOHNSON II, COLLIER L
- Law office
- TMO LAW OFFICE 123
What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
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Owner
Edison, NJ, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Yaakov Y. Citrin
Yaakov Y. Citrin Hartman & Citrin LLCPO Box 421755Atlanta, GA 30342United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer application software for mobile phones, namely, software for self-employed individuals and households for tracking and aggregating self-employed individual and household accounts, categorizing self-employed individual and household expenses, tracking recurring self-employed individual and household transactions, tracking self-employed individual and household cashflow, tracking and comparing personal finances month-to-month, creating and monitoring budgets, tracking self-employed individual and household net worth, creating and using self-employed individual and household financial reports, providing personalized self-employed individual and household financial insights, changing and implementing self-employed individual and household financial management changes, and providing self-employed individual and household tools, self-employed individual and household reports, and self-employed individual and household insights for personal financial management, none of the foregoing including loan servicing or financial intermediary services, and none of the foregoing including stock investing, crypto investing, or use of social peer information. | ACTIVE | — |
| 036 | Providing information for self-employed individuals and households for tracking and aggregating self-employed individual and household accounts, categorizing self-employed individual and household expenses, tracking self-employed individual and household recurring transactions, tracking self-employed individual and household cashflow, tracking and comparing self-employed individual and household personal finances month-to-month, creating and monitoring self-employed individual and household budgets, tracking self-employed individual and household net worth, and creating and using self-employed individual and household financial reports, none of the foregoing including loan servicing or financial intermediary services, and none of the foregoing including stock investing, crypto investing, or use of social peer information. | ACTIVE | — |
| 042 | Software as a service (SAAS) services featuring software for self-employed individuals and households for tracking and aggregating self-employed individual and household accounts, categorizing self-employed individual and household expenses, tracking recurring transactions, tracking cashflow, tracking and comparing self-employed individual and household personal finances month-to-month, creating and monitoring self-employed individual and household budgets, tracking self-employed individual and household net worth, creating and using self-employed individual and household financial reports, providing personalized self-employed individual and household financial insights, changing and implementing self-employed individual and household financial management changes, and providing self-employed individual and household tools, self-employed individual and household reports, and self-employed individual and household insights for personal financial management, none of the foregoing including loan servicing or financial intermediary services, and none of the foregoing including stock investing, crypto investing, or use of social peer information. | 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 9, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 9, 2026 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 9, 2026 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Aug 6, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 6, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 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. |
| May 26, 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. |
| May 26, 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. |
| May 26, 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. |
| May 13, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| May 5, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 15, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 15, 2026 | NWAP | NEW APPLICATION ENTERED | — |