Serial 99464371

Live / Applied — Response to non-final action entered (as of 20 Mar 2026)

What this means for you

Not registered yet, but its 27 Oct 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
99464371
Mark type
Design / logo
Filed
27 Oct 2025

Goods and services

  • Class 009 — Scientific and electric apparatus: downloadable software for managing personal finances, credit management, debt management, budgeting, investing, net worth management; downloadable computer software using artificial intelligence (AI) for providing financial advice; downloadable software using artificial intelligence and machine learning to create personalized payoff plans, optimize repayment schedules, forecast cash flow, and improve credit scores; downloadable software for automating loan payments, refinancing and balance transfers; downloadable software for enabling lender negotiations, lender referrals, and marketplace matching; downloadable software for monitoring, aggregating, and analyzing credit report and personal financial transactions data; downloadable software for managing digital wallets
  • Class 036 — Insurance and financial services: financial analysis and personalized financial advisory services for consumers, rendered using artificial intelligence and machine learning, in the nature of creation of personalized strategies to achieve financial independence by credit management, debt management, budgeting, investing, net worth management; cash advance, payroll processing services in the nature of payroll cash advance, revolving loan and installment loan financing and loan refinancing services; credit scoring services, namely, credit score monitoring and reporting; electronic transfer of funds for loan payments; financial technology advisory services rendered using artificial intelligence to advise on how to automate underwriting, consumer credit scoring, credit decisions, and advisory workflows

Owner

Prosecution history

  • 20 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 20 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 20 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 18 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 18 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 18 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 11 Mar 2026 — ASSIGNED TO EXAMINER
  • 07 Mar 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 08 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 27 Oct 2025 — APPLICATION FILING RECEIPT MAILED
  • 27 Oct 2025 — NEW APPLICATION ENTERED

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