FINANCIAL HEALTH INDEX

Live / Applied — Non-final action mailed (as of 06 Oct 2025)

What this means for you

Not registered yet, but its 14 May 2025 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
99184911
Mark type
Stylized text
Filed
14 May 2025
Attorney of record
Joshua J. Burke

Goods and services

  • Class 036 — Insurance and financial services: Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning consultation; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning for retirement; Financial consulting services, namely, expert analysis in finance; Providing information in the field of personal finance; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information and advisory services; Financial information and evaluations; Financial risk management consultation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services; Debt advisory services; Debt counseling services; Debt management consultation; Credit and financial consultation

Owner

Prior registrations

Prosecution history

  • 06 Jan 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 06 Jan 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 06 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 06 Oct 2025 — NON-FINAL ACTION E-MAILED
  • 06 Oct 2025 — NON-FINAL ACTION WRITTEN
  • 27 Sept 2025 — ASSIGNED TO EXAMINER
  • 14 May 2025 — APPLICATION FILING RECEIPT MAILED
  • 14 May 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 14 May 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy