MONEYSTYLE

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 18 Oct 2023 filing date already counts against anyone who files later.

Record

Serial number

98229430

Mark type

Stylized text

Filed

18 Oct 2023

Published for opposition

19 Aug 2025

Attorney of record

Brendan J. Hughes

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable software that allows a user to take an assessment in the field of personal finance and financial planning; Downloadable software to collect, analyze, and interpret data to generate a user's informational profile in the field of personal finance and financial planning; Downloadable software to collect, analyze, and interpret data in the field of personal finance and financial planning; Downloadable articles and videos in the fields of personal finance, financial planning, investment, and wealth management
• Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial planning and assessment services; Financial planning and investment advisory services; Financial information, management, and analysis services; Web-based financial assessment services, namely, a series of financial, behavioral, and lifestyle-related questions for response from the user to generate a user's informational profile in the field of personal finance and financial planning; Providing a website featuring information in the field of personal finance and financial planning; Information provided by electronic means in the fields of personal finance, financial planning, investment, and wealth management
• Class 041 — Education and entertainment services: Educational services, namely, providing instruction in the field of personal finance using an online financial assessment; Providing non-downloadable articles and videos in the fields of personal finance, financial planning, investment, and wealth management
• Class 042 — Scientific and technological services: Providing an interactive website featuring technology that allows a user to take an assessment in the field of personal finance and financial planning; Providing an interactive website featuring technology that allows a user to generate an informational profile in the field of personal finance and financial planning; Providing temporary use of online non-downloadable software that allows a user to take an assessment in the field of personal finance and financial planning; Providing temporary use of online non-downloadable software to collect, analyze, and interpret data to generate a user's informational profile in the field of personal finance and financial planning; Providing temporary use of online non-downloadable software to collect, analyze, and interpret data in the field of personal finance and financial planning

Owner

• Facet Wealth, Inc., West Palm Beach, FL, US
• Facet Wealth, Inc., Baltimore, MD, US

Prosecution history

• 28 Jan 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 28 Jan 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 28 Jan 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 14 Oct 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 19 Aug 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 19 Aug 2025 — PUBLISHED FOR OPPOSITION
• 13 Aug 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 14 Jul 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 26 Jun 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 26 Jun 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 26 Jun 2025 — ASSIGNED TO LIE
• 17 Jun 2025 — TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
• 11 Jun 2025 — NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
• 11 Jun 2025 — INQUIRY TO SUSPENSION E-MAILED
• 11 Jun 2025 — SUSPENSION INQUIRY WRITTEN