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Live / Registered — Registered (as of 04 Nov 2025)

What this means for you

Registered since 04 Nov 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90457150
Registration number
8014002
Mark type
Stylized text
Filed
10 Jan 2021
Published for opposition
08 Mar 2022
Registered
04 Nov 2025
Attorney of record
Connie Ellerbach

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software and downloadable mobile application software for use in teaching individuals and groups financial literacy; Downloadable software and downloadable mobile application software for financial planning and management; Downloadable software and downloadable mobile application software for facilitating communication among youths, teens, young adults and parents in the fields of financial literacy, financial goal planning, budgeting, investing, and personal and household finance; Downloadable software and downloadable mobile application software for online banking, transaction management, bill tracking and management, expense tracking and management and accounting; Downloadable software and downloadable mobile application software for electronic payments and transferring funds to and from others; Downloadable software and downloadable mobile application software for providing banking and financial alerts; Downloadable software and downloadable mobile application software that enables users to capture, upload, download, store, organize, retrieve, and view information and data, all in the fields of personal finance and financial planning and management; Downloadable software and downloadable mobile application software for enabling personal financial advisory, analysis and financial planning and management services; Downloadable software and downloadable mobile application software for comparing and recommending financial products; Downloadable computer games in the field of financial education; Magnetically encoded debit cards and credit cards; magnetically encoded prepaid stored value cards
  • Class 036 — Insurance and financial services: Financial services, namely, savings programs for youths; Financial services, namely, savings programs for individuals and groups; Financial services, namely, credit card transaction processing services for individuals and groups; Financial services, namely, debit card transaction processing services for individuals and groups; Financial services, namely, consumer lending services for individuals and groups; Financial services, namely, financing and loan services for individuals and groups; Credit and loans services; Financial analysis, planning and management; Financial advisory and consultancy services; Providing web-based, automated and customized personal financial planning and management services, namely, customized management of personal financial accounts, monitoring of transactions and account balances, budget planning, spending reporting, and tracking of personal and household expenses; Providing information in the fields of financial literacy, financial wellness, financial management, banking, saving, personal and household budgeting, and financial planning; Financial services, namely, investment management services, financial planning services and providing guidance on financial products; Financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review and analysis; Issuance of debit cards, credit cards, prepaid credit cards; Online debit, pre-paid, stored-value and reloadable card balance and account tracking services; Credit reporting services; Electronic money transfer services; Payment processing services; Bill payment services; Online banking services; Online banking services featuring electronic alerts that alert credit and debit card users when a single transaction exceeds a certain amount; Providing student loan information, and student loan services

Owner

Prosecution history

  • 04 Nov 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 04 Nov 2025 — REGISTERED-PRINCIPAL REGISTER
  • 14 Oct 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 14 Oct 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 03 Oct 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 05 May 2025 — USE AMENDMENT FILED
  • 02 Oct 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 05 May 2025 — TEAS STATEMENT OF USE RECEIVED
  • 28 Oct 2024 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 28 Oct 2024 — SOU EXTENSION 5 GRANTED
  • 28 Oct 2024 — SOU EXTENSION 5 FILED
  • 28 Oct 2024 — SOU TEAS EXTENSION RECEIVED
  • 04 May 2024 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 03 May 2024 — SOU EXTENSION 4 GRANTED
  • 03 May 2024 — SOU EXTENSION 4 FILED

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