Serial 99149044

Live / Registered — Registered (as of 20 Jan 2026)

What this means for you

Registered since 20 Jan 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99149044
Registration number
8107515
Mark type
Design / logo
Filed
22 Apr 2025
Published for opposition
02 Dec 2025
Registered
20 Jan 2026
Attorney of record
Lindsay R. Kaplan

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for personal financial management; Downloadable software for aggregating data and creating reports and graphs; Downloadable computer software for managing ongoing personal subscription and membership accounts; Downloadable computer software for financial transaction management, financial planning, bill tracking and management, expense tracking and management, credit score management, and accounting; Downloadable computer software for providing credit score, financial and bill payment alerts; Downloadable computer software for providing wireless access to data and databases; Downloadable computer software for enabling users to retrieve financial account balances and financial transaction information using mobile phones, smart phones, and mobile telecommunication networks
  • Class 035 — Advertising and business services: Negotiation of commercial transactions for third parties, namely, negotiating bill price reductions and service contract terms for others
  • Class 036 — Insurance and financial services: Providing financial information; Personal financial management services; Financial services in the nature of financial management services, pertaining to personal financial accounts, daily monitoring of financial transactions and account balances, budget and spending, loan financing, consumer lending, loan qualification and loan approval; Credit reporting service provider, namely, providing consumer credit reports and credit scores maintained by others; Financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; Financial transaction services, namely, tracking and financial management of subscriptions and bills; Financial data analysis, namely, financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; Credit consulting services; Financial services in the nature of financial management services pertaining to personal financial accounts, daily monitoring of financial transactions and account balances, budget, net worth, and spending; Financial transaction services, namely, providing secure commercial transactions and payment options using a mobile device at a point of sale; Providing web-based, automated and customized personal financial management services, namely, user-directed management reporting; Financial advice; Providing a website featuring information in the field of finances; Financial planning services ; Providing financial information on loans
  • Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software for personal financial management; Providing temporary use of online non-downloadable software for creating reports and graphs; Providing temporary use of online non-downloadable software for aggregating personal financial data from multiple accounts into a single location for financial review, analysis, and management; Providing temporary use of online non-downloadable software for providing credit score, financial and bill payment alerts; Providing temporary use of online non-downloadable software for providing wireless access to data and databases; Providing temporary use of online non-downloadable software for financial transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, credit score management, and accounting; Providing temporary use of online non-downloadable computer software for data aggregation; Providing temporary use of online non-downloadable software for financial transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, and financial goal tracking

Owner

Prosecution history

  • 20 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 20 Jan 2026 — REGISTERED-PRINCIPAL REGISTER
  • 02 Dec 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 02 Dec 2025 — PUBLISHED FOR OPPOSITION
  • 26 Nov 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 31 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 29 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 28 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 28 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 30 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 30 Jul 2025 — NON-FINAL ACTION E-MAILED
  • 30 Jul 2025 — NON-FINAL ACTION WRITTEN
  • 30 Jul 2025 — ASSIGNED TO EXAMINER
  • 12 Jun 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 12 Jun 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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