Serial 97723337

Live / Applied — Third extension granted (statement of use) (as of 21 Jan 2026)

What this means for you

Not registered yet, but its 19 Dec 2022 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97723337
Mark type
Design / logo
Filed
19 Dec 2022
Published for opposition
04 Jun 2024
Attorney of record
Rachel A. Rice

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for accessing, maintaining, managing and reporting financial information in the fields of personal finance, financial planning, financial services, and investing; Downloadable software for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of personal finance, financial planning, financial services, and investing; Downloadable software for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; Downloadable software for processing and managing financial transactions; Downloadable software for managing financial records; Downloadable software for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; Downloadable software for the electronic exchange and management of financial, banking, investing, and personal net worth data; Downloadable software for maintaining, managing and reporting financial information and investment portfolios; Downloadable software for use by financial service providers to obtain investment transaction and account information; Downloadable software for initiating, processing and tracking financial transactions; Downloadable software for use in obtaining access to a web site which provides news, information and online financial services; Downloadable software for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Downloadable software for processing electronic payments and transferring funds and financial assets to and from financial institutions; Downloadable software for authenticating users and controlling access to and communications with computers and mobile devices; Downloadable software for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities

Owner

Prosecution history

  • 21 Jan 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 21 Jan 2026 — SOU EXTENSION 3 GRANTED
  • 20 Jan 2026 — SOU EXTENSION 3 FILED
  • 20 Jan 2026 — SOU TEAS EXTENSION RECEIVED
  • 19 Dec 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 18 Dec 2025 — CORRECTED NOA E-MAILED
  • 18 Dec 2025 — SOU EXTENSION 2 GRANTED
  • 29 Jul 2025 — SOU EXTENSION 2 FILED
  • 18 Dec 2025 — DIVISIONAL PROCESSING COMPLETE
  • 15 Apr 2025 — DIVISIONAL REQUEST RECEIVED
  • 18 Dec 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 15 Apr 2025 — TEAS REQUEST TO DIVIDE RECEIVED
  • 30 Jul 2025 — SOU TEAS EXTENSION RECEIVED
  • 04 Mar 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 17 Jan 2025 — SOU EXTENSION 1 GRANTED

View this trademark record on Marksy