HOW SMART MONEY FLOWS

Live / Registered — Registered (as of 18 Mar 2025)

What this means for you

Registered since 18 Mar 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97366172
Registration number
7732501
Mark type
Stylized text
Filed
15 Apr 2022
Published for opposition
03 Oct 2023
Registered
18 Mar 2025
Attorney of record
Rhett V. Barney

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for managing personal finances, savings and budgeting; Downloadable software for tracking personal finances, personal savings, and personal finance well-being; Downloadable computer application software used by financial advisors and downloadable software for mobile devices used by consumers and clients, namely, a digital financial management platform for consumers and their financial advisors to use in managing, viewing, tracking, monitoring, goal setting, analyzing, and receiving reports on personal finances and savings and personal finance well-being; Downloadable software for providing financial information and financial education to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving
  • Class 036 — Insurance and financial services: Financial information services; financial consultancy services; financial planning services; investment services in the nature of capital investment services, investment banking services, and investment advisory services; banking services; financial planning in the nature of cash flow planning services; Financial services, namely, providing investment banking services for the purpose of managing an individual's cash inflows and outflows and reallocating capital to facilitate achievement of savings and free cash flow goals; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting services, namely, expert analysis in finance and savings; Financial consulting services, namely, expert analysis and assistance to facilitate achievement of savings free cash flow goals; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial investment brokerage services; Financial retirement plan consulting services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services; Providing information, analysis, advice, and guidance in the field of personal finance well-being; Providing information, analysis, advice, and guidance in the field of personal finance status; Providing financial information to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving

Owner

Prosecution history

  • 18 Mar 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 18 Mar 2025 — REGISTERED-PRINCIPAL REGISTER
  • 24 Feb 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 24 Feb 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 18 Feb 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 18 Feb 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 07 Feb 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 07 Nov 2024 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 07 Nov 2024 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 07 Aug 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 07 Aug 2024 — NON-FINAL ACTION E-MAILED
  • 07 Aug 2024 — SU - NON-FINAL ACTION - WRITTEN
  • 09 Jul 2024 — ASSIGNED TO EXAMINER
  • 03 Jul 2024 — STATEMENT OF USE PROCESSING COMPLETE
  • 24 May 2024 — USE AMENDMENT FILED

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