USPTO serial 99766231
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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: 17 Oct 2026
The USPTO examiner noted potential conflicts with earlier-filed pending trademark applications and requested that we clarify the descriptions of your goods and services.
Brian Barnes
Inglewood, CA, US
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software, downloadable mobile applications, and downloadable desktop computer software for personal and business financial management, namely consolidating financial accounts and information from multiple sources, tracking transactions, budgeting, calculating and tracking net worth, managing investment portfolios, cryptocurrency portfolios using blockchain technology, providing real-time asset valuations for investments, accounts, and real estate, generating financial dashboards, charts, and graphs, and using artificial intelligence for financial analysis and insights | ACTIVE | — |
| 036 | Financial information, analysis, and management services, namely providing consolidated financial data, real-time asset values, net worth tracking, investment and cryptocurrency portfolio information, transaction tracking, budgeting tools, and interactive financial dashboards for personal and business finances via websites and mobile applications, and financial portfolio management and analysis services | ACTIVE | — |
| 042 | Software as a service (SAAS) services featuring non-downloadable software for personal and business financial management, namely consolidating financial accounts and information from multiple sources, tracking transactions, budgeting, calculating and tracking net worth, managing investment portfolios and cryptocurrency portfolios using blockchain technology, providing real-time asset valuations for investments, accounts, and real estate, generating financial dashboards, charts, and graphs, and using artificial intelligence for financial analysis and insights | ACTIVE | — |
| Date | Code | Event |
|---|---|---|
| Jul 17, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jul 17, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jul 17, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jul 17, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Apr 15, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Apr 15, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Apr 15, 2026 | NWAP | NEW APPLICATION ENTERED |