USPTO serial 99882049
KEEPYOURS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- CARLYLE, SHAUNIA P
- Law office
- TMO LAW OFFICE 110
What this means
Status 638 means your application has been assigned to a USPTO examining attorney who is reviewing it against federal law and existing marks. The first office action or approval usually follows within a few months. Monitor TSDR for the examiner's first action. No filing is required until an office action or other requirement is issued.
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Owner
Minneapolis, MN, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
William Fitzpatrick
William Fitzpatrick Fitzpatrick PC626 Wilshire Blvd.Suite 410Los Angeles, CA 90017Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for personal financial management; Downloadable computer software for artificial intelligence for financial management; Downloadable computer software for electronic funds transfer; Downloadable computer software for facilitating earned wage access, cash advances, and ACH-based electronic funds transfers; Downloadable computer software for budgeting, expense tracking, bill payment reminders, financial alerts and notifications, and aggregating financial account information from multiple sources; Downloadable software in the nature of a mobile application for personal financial management; Downloadable software in the nature of a mobile application for use in personal financial management, namely, for financial forecasting, cash flow analysis, and predicting and preventing late fees, overdraft fees, insufficient funds fees, and other financial penalties; Downloadable computer software using artificial intelligence (AI) for monitoring financial transactions, forecasting cash flow, identifying impending financial fee events, and orchestrating the movement of funds between user-owned financial accounts | ACTIVE | — |
| 036 | Financial forecasting; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial services, namely, money lending; Financial management via the Internet; Electronic funds transfer; Financial advisory and consultancy services, namely, financial management, financial analysis and consultation, and lending services | ACTIVE | — |
| 042 | Software as a service (SAAS) services featuring software for personal financial management; Software as a service (SAAS) services featuring software for artificial intelligence-based software for financial management; Software as a service (SAAS) services featuring software for artificial intelligence-based software for monitoring financial transactions, forecasting cash flow, identifying impending financial fee events, and orchestrating the movement of funds between user-owned financial accounts; Software as a service (SAAS) services featuring software for personal financial management, namely, for financial forecasting, cash flow analysis, and predicting and preventing late fees, overdraft fees, insufficient funds fees, and other financial penalties; Providing on-line non-downloadable software for electronic funds transfer; Providing on-line non-downloadable software for facilitating earned wage access, cash advances, and ACH-based electronic funds transfers; Providing on-line non-downloadable software for budgeting, expense tracking, bill payment reminders, financial alerts and notifications, and aggregating financial account information from multiple sources | 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 |
|---|---|---|---|
| Nov 4, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 3, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 12, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jun 12, 2026 | NWAP | NEW APPLICATION ENTERED | — |