IFI

Live / Registered — Registered (as of 06 Oct 2020)

What this means for you

Registered since 06 Oct 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88442217
Registration number
6166880
Mark type
Stylized text
Filed
22 May 2019
Published for opposition
21 Apr 2020
Registered
06 Oct 2020
Attorney of record
Alexander P. Montgomery

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable mobile applications enabling end users to aggregate and manage their personal financial information, review accounts, transaction histories, and transactions with financial institutions, namely, account activity in bank accounts, credit card accounts, investment accounts and loan accounts, and create and manage personal budgets and categorize financial expenditures, namely, qualifying financial expenditures according to personal budgets
  • Class 036 — Insurance and financial services: Online personal financial management services, in the nature of managing and aggregating personal financial information, reviewing accounts, reviewing transaction histories, and reviewing transactions with financial institutions, namely, account activity in bank accounts, credit card accounts, investment accounts and loan accounts, and creating and managing personal budgets and categorizing financial expenditures, namely, qualifying financial expenditures according to personal budgets
  • Class 042 — Scientific and technological services: Providing a website featuring online non-downloadable software enabling personal financial management by end users, namely, aggregating and managing their personal financial information, reviewing accounts, transaction histories and transactions with financial institutions, namely, account activity in bank accounts, credit card accounts, investment accounts, and loan accounts, and creating and managing personal budgets and categorizing financial expenditures, namely, qualifying financial expenditures according to personal budgets

Owner

Prosecution history

  • 18 Mar 2026 — TEAS SECTION 8 & 15 RECEIVED
  • 06 Oct 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 06 Oct 2020 — REGISTERED-PRINCIPAL REGISTER
  • 23 Sept 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 23 Sept 2020 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 23 Sept 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 23 Sept 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 30 Aug 2020 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
  • 11 May 2020 — EXTENSION OF TIME TO OPPOSE RECEIVED
  • 21 Apr 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 21 Apr 2020 — PUBLISHED FOR OPPOSITION
  • 01 Apr 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 18 Mar 2020 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
  • 17 Mar 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 17 Mar 2020 — USE AMENDMENT ACCEPTED

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