USPTO serial 99751152
QUELLE
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- IP, KENNINA NGA-YU
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.
Deadline: November 24, 2026
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Office Action issues
The USPTO examiner refused registration due to a potential conflict with an existing trademark and requested clarification on the descriptions of your goods and services.
Owner
Nicholas Edward Alexander
Atlanta, GA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software platforms for Downloadable mobile application software for personal financial management, namely, for budgeting, expense tracking, bill payment management, financial goal setting, bank account aggregation, transaction categorization, and financial health monitoring; downloadable software for providing personalized financial planning information and budget analysis | ACTIVE | — |
| 036 | Financial advisory and consultancy services, namely, Personal financial management services, namely, budgeting tools, expense tracking, and financial planning information; financial information services, namely, bill coverage monitoring, savings goal tracking, and financial health scoring; credit card benefit analysis and optimization information services | ACTIVE | — |
| 042 | Software as a service (SAAS) services featuring software for Software as a service featuring software for personal financial management, budgeting, expense tracking, bank account aggregation, transaction categorization, financial goal setting, and financial health monitoring; providing an AI-powered platform for budget impact analysis and personalized financial recommendations | ACTIVE | — |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 24, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Aug 24, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Aug 24, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Aug 17, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jul 30, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Apr 8, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Apr 8, 2026 | NWAP | NEW APPLICATION ENTERED |