ERA

What this means for you

Not registered yet, but its 01 Aug 2024 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

98678349

Mark type

Stylized text

Filed

01 Aug 2024

Attorney of record

Karen Won

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable software in the nature of a mobile application for use in personal finance management, advisory, consultation, and planning services; Downloadable computer software in the nature of a mobile application using artificial intelligence (AI) for managing and automating personal budgeting, investing, taxes, saving, spending, and money transfers; Downloadable software in the nature of a mobile application for viewing, organizing, analyzing, sharing, and tracking personal financial data and information; Downloadable software in the nature of a mobile application featuring an electronic financial platform that accommodates multiple types of secure money transfer, payment, and investment trading options; Downloadable software in the nature of a mobile application featuring financial information, namely, providing financial news, research and analysis, market summaries, model portfolios, personalized financial guidance, and information in the field of personal finance; none of the aforesaid provided in connection with the computer games and/or interactive entertainment industries.
• Class 036 — Insurance and financial services: Online personal finance management, advisory, consultation, and planning services rendered using artificial intelligence (AI); Providing financial services, namely, providing management, advisory, consultation, and planning services in the field of personal finance; Financial transactions services, namely, providing secure money transfer, payment, and investment trading options via an electronic platform; Providing financial information, namely, providing financial news, research and analysis, market summaries, model portfolios, personalized financial guidance, and information in the field of personal finance; none of the aforesaid provided in connection with the computer games and/or interactive entertainment industries.
• Class 042 — Scientific and technological services: Providing temporary use of non-downloadable software for use in personal finance management, advisory, consultation, and planning services; Providing temporary use of non-downloadable software using artificial intelligence (AI) for managing and automating personal budgeting, investing, taxes, saving, spending, and money transfers; Providing temporary use of non-downloadable software for viewing, organizing, analyzing, sharing, and tracking personal financial data and information; Providing temporary use of non-downloadable software featuring an electronic financial platform that accommodates multiple types of secure money transfer, payment, and investment trading options; Providing temporary use of non-downloadable software featuring financial information, namely, providing financial news, research and analysis, market summaries, model portfolios, personalized financial guidance, and information in the field of personal finance; none of the aforesaid provided in connection with the computer games and/or interactive entertainment industries.

Owner

• Tinwell Labs Inc., Covina, CA, US

Prosecution history

• 03 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 03 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 03 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 05 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 05 Nov 2025 — NON-FINAL ACTION E-MAILED
• 05 Nov 2025 — NON-FINAL ACTION WRITTEN
• 27 Aug 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
• 26 Feb 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
• 26 Feb 2025 — LETTER OF SUSPENSION E-MAILED
• 26 Feb 2025 — SUSPENSION LETTER WRITTEN
• 18 Feb 2025 — ASSIGNED TO EXAMINER
• 17 Feb 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 01 Aug 2024 — NEW APPLICATION ENTERED