WORTHIT

Live / Applied — Non-final action mailed (as of 10 Feb 2026)

What this means for you

Not registered yet, but its 28 Jun 2023 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
98062151
Mark type
Stylized text
Filed
28 Jun 2023
Attorney of record
Brendan J. Hughes

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, providing information in the fields of personal financial wellness, personal financial planning, personal financial management, retirement planning, and personal budgeting; Financial information and consultancy services
  • Class 041 — Education and entertainment services: Educational services, namely, providing online educational programs in the fields of personal financial wellness, personal financial planning, personal financial management, retirement planning, and personal budgeting; providing a website that features informal instruction in the fields of personal financial wellness, personal financial planning, personal financial management, retirement planning, and personal budgeting; all of the foregoing excluding services related to college-level courses of instruction, education programs at universities or colleges, and executive or professional training
  • Class 042 — Scientific and technological services: Providing temporary use of online nondownloadable software for providing information in the fields of personal financial education, personal financial wellness, personal financial management, personal wealth management, and personal budgeting; providing temporary use of online non-downloadable software for providing information in the fields of personal finance, personal financial planning, personal financial management, personal financial literacy and education, and financial aspects of retirement planning; providing temporary use of online non-downloadable software for managing and monitoring personal financial accounts and personal financial information

Owner

Prosecution history

  • 31 Mar 2026 — TEAS REQUEST TO DIVIDE RECEIVED
  • 10 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 10 Feb 2026 — NON-FINAL ACTION E-MAILED
  • 10 Feb 2026 — NON-FINAL ACTION WRITTEN
  • 17 Dec 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
  • 16 Jun 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
  • 16 Jun 2025 — LETTER OF SUSPENSION E-MAILED
  • 16 Jun 2025 — SUSPENSION LETTER WRITTEN
  • 12 May 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 12 May 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 12 May 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 12 Feb 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 12 Feb 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 12 Nov 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 12 Nov 2024 — NON-FINAL ACTION E-MAILED

View this trademark record on Marksy