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What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 11 Aug 2025 filing date already counts against anyone who files later.

Record

Serial number

99331509

Mark type

Stylized text

Filed

11 Aug 2025

Published for opposition

24 Mar 2026

Attorney of record

Angela P. Doughty

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable mobile applications for accessing, facilitating transactions, and managing bank accounts, credit card accounts, investments accounts, and wealth management accounts; downloadable electronic publications, newsletters, podcasts, and videos in the fields of finance, business, and wealth management
• Class 035 — Advertising and business services: Business management services relating to business succession planning, business risk management, and business operations; administration of business payroll and business account services; accounts receivable billing services
• Class 036 — Insurance and financial services: Banking services, namely, checking and savings account services; Banking services featuring the provision of certificates of deposit; money market account services; online banking; mobile banking services; ATM banking service; wire transfer services; credit card services, namely, issuing credit cards, processing credit card transactions and payments, and the administration of credit card accounts; providing cash, rewards, and other rebates for credit card use as part of a customer loyalty program; financing and lending services, namely, asset-based lending, secured and unsecured financing, lease financing, lease-purchase financing, structured financing, project financing, equipment financing, accounts receivable financing, credit card factoring agency services, small business loans, SBA loans, mortgage lending, auto loans, personal loans, home equity loans, construction and renovation loans, refinancing services, sponsor finance, capital markets services, treasury management, secured debt services, debt restructuring; international finance services, namely, credit card factoring agency services, foreign currency exchange, international wire transfers, documentary collections, and standby letters of credit; insurance services, namely, risk management, underwriting, brokerage, reinsurance, and consultancy in the fields of business, personal, property, and casualty insurance; investment services, namely, investment management, investment advisory services, brokerage services, and self-directed investing; wealth management and financial planning services, namely, personal finance, business finance, estate planning, retirement planning, tax planning, succession planning, philanthropic planning, wealth transfer, asset management, and fiduciary and trust services; financial information and advisory services in the fields of credit, risk management, asset management, tax, liquidity, budgeting, and savings; consulting services relating to financial strategy, financial succession planning, and financial risk management;
• Class 041 — Education and entertainment services: Providing online non-downloadable videos, articles, podcasts, webinars, and newsletters in the fields of finance, banking, entrepreneurship, and wealth planning
• Class 042 — Scientific and technological services: Providing a website featuring technology and non-downloadable software for digital banking, financial planning, wealth management, credit and loan services, finance management, secure financial transaction processing, monitoring investments, and analyzing financial, wealth, and investment account activity; Software as a service (SAAS) services featuring software for cloud-based e-invoicing and purchase-to-pay (P2P) automation

Owner

• First Citizens BancShares, Inc., Raleigh, NC, US
• First Citizens BancShares, Inc., Raleigh, NC, US

Prosecution history

• 24 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 24 Mar 2026 — PUBLISHED FOR OPPOSITION
• 18 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 26 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 25 Feb 2026 — EXAMINER'S AMENDMENT ENTERED
• 25 Feb 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
• 25 Feb 2026 — EXAMINERS AMENDMENT E-MAILED
• 25 Feb 2026 — EXAMINERS AMENDMENT -WRITTEN
• 09 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 09 Feb 2026 — NON-FINAL ACTION E-MAILED
• 09 Feb 2026 — NON-FINAL ACTION WRITTEN
• 26 Dec 2025 — ASSIGNED TO EXAMINER
• 11 Aug 2025 — APPLICATION FILING RECEIPT MAILED
• 11 Aug 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 11 Aug 2025 — NEW APPLICATION ENTERED