Serial 86923915

Live / Registered — Registered — partial Sections 8 & 15 accepted and acknowledged (as of 19 Feb 2025)

What this means for you

Registered since 26 Feb 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86923915
Registration number
5686521
Mark type
Design / logo
Filed
29 Feb 2016
Published for opposition
25 Oct 2016
Registered
26 Feb 2019
Attorney of record
Katherine M. Basile

Goods and services

  • Class 009 — Scientific and electric apparatus: [ Computer software for use in processing electronic payment data and data regarding the transferring of funds; downloadable computer software applications for use in monitoring progress toward personal goals; computer software for online banking management and personal financial management; computer software for financial transaction management; computer software for tracking and analysis of personal and small business financial transactions; computer software for financial planning, financial management, bill tracking and management, expense tracking and management, accounting, and taxable item tracking and management; computer software for creating reports and graphs; computer software for forecasting and analysis of data; computer software for data aggregation; computer software for providing alerts; computer software for providing wireless access to data and databases; computer software for enabling users to retrieve account balances and transaction information using mobile devices and mobile telecommunication networks; computer software for electronic bill payment and presentment; computer software for managing credit and debit card accounts; computer software for credit monitoring and credit scoring; computer software for enabling users to retrieve digital currency account balances and transaction information using mobile devices and mobile telecommunication networks ]
  • Class 035 — Advertising and business services: [ Providing information, news, opinions and advice in the fields of accounting, tax preparation and planning, including via computer and communication networks, the internet, and social media; providing commercial information on, and comparisons of, the products and services of others, including through computer and communication networks, the internet, and social media; providing comparison shopping services and price comparison services, including through computer and communication networks, the internet, and social media; providing economic forecasting and analysis, including through computer or communication networks, the internet, and social media; taxable item tracking and management, namely, tracking of taxable income and expense data for the purpose of personal and business tax planning and filing ]
  • Class 036 — Insurance and financial services: [ Personal and small business financial management services; financial transaction management; financial analysis services; bill tracking and management in the nature of personal and small business financial management; payment tracking and management in the fields of bill payment and invoicing services for personal and small business finance; expense tracking and management in the nature of personal and small business financial management; taxable item tracking and management in the nature of personal and small business financial management; bill payment services; forecasting and analysis of financial data for others; financial data aggregation, namely, electronically compiling financial data from multiple accounts into a single location for financial purposes; services for the financial management of credit and debit cards, loans, investments and financial accounts; ] providing financial information, news, commentary, and advice in the fields of financial management, budgeting, financial planning and retirement planning accessible via a global computer network [ , the internet, social media web sites, and mobile software applications; credit scoring services ] ; Providing on-line non-downloadable educational content, namely, news and opinions in the field of personal and small business finance
  • Class 038 — Telecommunications services: [ Electronic transmission of payment data for others ]
  • Class 042 — Scientific and technological services: [ Providing temporary use of non-downloadable computer software for recording, processing, receiving, reproducing, transmitting, modifying, compressing, decompressing, broadcasting, merging and enhancing of data; providing temporary use of non-downloadable computer software applications for online banking management and personal financial management; providing temporary use of non-downloadable computer software for financial transaction management; providing temporary use of non-downloadable computer software for tracking and analysis of personal and small business financial transactions; providing temporary use of non-downloadable computer software for financial planning, financial management, bill tracking and management, expense tracking and management, accounting, and taxable item tracking and management; providing temporary use of non-downloadable computer software for creating reports and graphs; providing temporary use of non-downloadable computer software for forecasting and analysis of data; providing temporary use of non-downloadable computer software for data aggregation; providing temporary use of non-downloadable computer software for providing alerts; providing temporary use of non-downloadable computer software for providing wireless access to data and databases; providing temporary use of non-downloadable computer software for enabling users to retrieve account balances and transaction information accessible over mobile applications and mobile telecommunication networks; providing temporary use of non-downloadable computer software for managing credit and debit card accounts; providing temporary use of non-downloadable computer software for credit monitoring and credit scoring; providing temporary use of non-downloadable computer software for enabling users to retrieve digital currency account balances and transaction information using mobile devices and mobile telecommunication networks ]
  • Class 045 — Legal and security services: [ Monitoring of credit reports, financial accounts and other data to facilitate the detection and prevention of identity theft and fraud ]

Owner

Prosecution history

  • 19 Feb 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 19 Feb 2025 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 19 Feb 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 11 Oct 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 26 Feb 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 26 Feb 2019 — REGISTERED-PRINCIPAL REGISTER
  • 25 Jan 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 24 Jan 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 17 Jan 2019 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 17 Jan 2019 — NON-FINAL ACTION E-MAILED
  • 17 Jan 2019 — SU - NON-FINAL ACTION - WRITTEN
  • 14 Jan 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 13 Dec 2018 — USE AMENDMENT FILED
  • 14 Jan 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 13 Dec 2018 — TEAS STATEMENT OF USE RECEIVED

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