SMARTER MONEY

What this means for you

Not registered yet, but its 30 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

99211300

Mark type

Stylized text

Filed

30 May 2025

Attorney of record

Rhett V. Barney

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable electronic books in the field of personal financial literacy and personal financial education; Downloadable non-fiction books in the field of personal financial literacy and personal financial education; Series of downloadable non-fiction books in the field of personal financial literacy and personal financial education; Downloadable educational books featuring information, education, and tools used by readers to increase financial literacy and personal financial decision-making; Downloadable audio files featuring recordings of content and information in the fields of personal financial literacy and personal financial education; Downloadable database management software for use by financial advisors; Downloadable interactive multimedia computer program for assessments of financial understanding and financial literacy
• Class 016 — Paper goods and printed matter: Printed daily planners; Printed books in the field of personal financial literacy and personal financial education; Printed educational materials in the field of personal financial literacy and personal financial education; Paper notebooks
• Class 021 — Housewares and glass: Mugs; Shot glasses
• Class 025 — Clothing: Clothing, namely, shirts, pants, jackets, footwear, hats and caps, socks, shorts, sweatshirts
• Class 028 — Toys and sporting goods: Educational card games; Board games
• Class 035 — Advertising and business services: Business consulting, management, and planning services in the field of financial literacy and personal finance; Providing demand creation and lead generation activities and services; On-line retail store services featuring books, courses, and financial tools
• Class 039 — Transportation and storage services: Providing a website featuring information in the field of of financial literacy and personal finance transportation
• Class 041 — Education and entertainment services: Education services, namely, providing trainings, workshops, seminars, presentations and public speaking in the fields of personal financial literacy and personal financial education; Educational services, namely, conducting informal on-line programs in the field of of financial literacy and personal finance, and printable materials distributed therewith; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of financial literacy and personal finance; Education services, namely, providing non-downloadable webinars in the field of financial literacy and personal finance; Entertainment services, namely, providing podcasts in the field of personal financial literacy and personal financial education; Entertainment services, namely, providing webcasts in the field of in the field of personal financial literacy and personal financial education; Professional coaching services in the field of financial literacy and personal finance; Entertainment services in the nature of production of video content and docuseries related to personal finance; Publication of electronic books and journals on-line; Providing on-line newsletters in the field of financial literacy and personal finance
• Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for featuring financial planning tools and for financial educational tools; Software as a service (SAAS) services featuring software for personal budgeting, financial tracking, financial planning tools and for financial educational tools; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for personalized financial literarcy and education

Owner

• Smarter Money LLC, Belmar, NJ, US

Prosecution history

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