MX

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 26 Apr 2023)

What this means for you

Registered since 18 Oct 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86393948
Registration number
5064771
Mark type
Stylized text
Filed
12 Sept 2014
Published for opposition
16 Jun 2015
Registered
18 Oct 2016
Attorney of record
Scott C. Hilton

Goods and services

  • Class 009 — Scientific and electric apparatus: Computer application software for mobile devices for use in personal financial budgeting, financial management, and financial planning; computer software for use in personal financial management, budgeting and financial planning; video recordings in the field of personal finance budgeting, financial management, financial planning; computer software for accessing, analyzing and customizing financial information for targeted adverting and marketing
  • Class 035 — Advertising and business services: Advertising services for financial institutions provided via the internet; advertising and marketing services for financial institutions; creation of custom advertising and marketing materials for financial institutions others including videos, all print mediums, web banners, speed bumps, landing pages, flyers, posters, billboards, website design, custom marketing campaign and market strategy development; business data analysis; retrieval and analysis of online internet usage information for, and preparation of, customized or targeted advertisements for financial institutions
  • Class 041 — Education and entertainment services: Education services, namely, providing audio and/or video podcasts, and live and on-line talks and demonstrations in the nature of speeches and presentations in the fields of personal financial budgeting, financial management, and financial planning; hosting educational conferences and providing live and recorded talks, demonstrations and performances in the fields of personal financial budgeting, financial management, and financial planning; education and entertainment services, namely, providing motivational and educational speakers; education and entertainment services, namely, conducting conferences, podcasts, seminars, and workshops in the fields of personal financial budgeting, financial management, and financial planning; education services, namely, providing a web site featuring non-downloadable instructional videos in the field of personal finance and budgeting
  • Class 042 — Scientific and technological services: Computer services, namely, providing a computer software protocol for the exchange or synchronization of electronic data via the Internet; design, development and customization of computer software and SaaS services for others; software as a service (SAAS) services, namely, hosting software for use by others which provides personal financial information, and financial services, including, financial analysis, management, financial transaction records, and bill payment; software as a service (SAAS) services, namely, hosting software for use by others in online and mobile banking, financial transaction records, personal financial management, and bill payment; providing temporary use of non-downloadable computer software for use by others in online and mobile banking, financial record keeping, personal financial management, and bill payment; application service provider featuring application programming interface (API) software to provide personal financial information and financial services, including, financial analysis, financial transaction records, management, and bill payment; application service provider featuring application programming interface (API) software for data transfer, data cleansing or screening, data categorization, and data categorization; website design; software as a service (SAAS) services featuring software for accessing, analyzing and customizing financial information for targeted adverting and marketing; software as a service (SAAS), featuring software for internet and digital banking, namely, for payments, loan and credit management, personal financial management, financial analysis, and other online financial functions

Owner

Prosecution history

  • 18 Oct 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 26 Apr 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 26 Apr 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 26 Apr 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 18 Oct 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 15 Sept 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 15 Sept 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Sept 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Sept 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 15 Sept 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 18 Oct 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 18 Oct 2016 — REGISTERED-PRINCIPAL REGISTER
  • 16 Sept 2016 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 15 Sept 2016 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 19 Aug 2016 — STATEMENT OF USE PROCESSING COMPLETE

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