USPTO serial 99696340
SMART SWEEP
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- STRASSLE, MARIANNE
- Law office
- TMO LAW OFFICE 136
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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Derek A. Auito
Derek A. Auito Dentons US LLPP.O. Box 1302Chicago, IL 60604United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Banking services; checking account services; financial services, namely, providing an account-based automated debt optimization program that applies deposited funds to reduce outstanding balances beginning with highest-interest obligations and reallocates funds from lower-interest obligations to maintain liquidity for transactions; financial information and advisory services provided via a real-time dashboard featuring interest savings, payoff pacing, projected debt-free dates, and alerts; provision of financial analysis and scenario modeling related to debt repayment and cash flow | ACTIVE | — |
| 042 | Software as a service (SaaS) featuring software for banking account management and real-time financial optimization, namely, automating daily sweeps of deposited funds to higher-interest debts, managing withdrawals from lower-interest obligations to maintain spending liquidity, and providing a real-time dashboard with analytics, alerts, and simulation tools for debt and cash-flow management | 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 14, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Sep 14, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Jun 29, 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. |
| Jun 29, 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. |
| Jun 29, 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. |
| Jun 21, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 11, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 11, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 11, 2026 | NWAP | NEW APPLICATION ENTERED | — |