Serial 99470327
Live / Allowed — Publication / registration review complete (as of 01 Apr 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 30 Oct 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99470327
- Mark type
- Design / logo
- Filed
- 30 Oct 2025
- Published for opposition
- 21 Apr 2026
- Attorney of record
- Connie L. Ellerbach
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable computer software for financial advice and planning; Downloadable software in the nature of a mobile application for financial advice and planning; Downloadable software in the nature of a mobile application for financial budgeting, savings, investing, credit monitoring, and identity monitoring; Downloadable software in the nature of a mobile application for automated budgeting, saving, investment and liquidity financial solutions; Downloadable software using artificial intelligence (AI) for financial advice and planning; Downloadable software using artificial intelligence (AI) for financial budgeting, savings, investing, credit monitoring, and identity protection; Downloadable mobile applications using artificial intelligence (AI) for financial advice and planning; Downloadable intelligent personal assistant software for financial advice and planning; Downloadable computer application software for financial advice and planning
- Class 036 — Insurance and financial services: Financial advisory services; Financial planning and investment advisory services; Financial advice, consultation, investment and management services; financial investment consultation and advisory services; Financial securities brokerage and investment services; Savings account services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services for financial advice and planning; Software as a service (SAAS) services for financial budgeting, savings, investing, credit monitoring, and identity protection; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial advice and planning; Software as a service (SAAS) services for automated budgeting, saving, investment and liquidity solutions; Providing a website featuring non-downloadable software for financial advice and planning; Artificial intelligence as a service (AIAAS) services for financial advice and planning, credit monitoring and identity protection; Providing a website featuring non-downloadable software using artificial intelligence (AI) for financial advice and planning; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for financial advice and planning; Providing temporary use of on-line non-downloadable software for financial advice and planning; platform as a service (PAAS) services featuring computer software platforms for financial advice and planning; Providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information for financial advice and planning; Electronic monitoring of credit card activity to detect fraud via the internet
Owner
- Albert Corporation, Santa Barbara, CA, US
Prosecution history
- 25 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 24 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 24 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 24 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 21 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 21 Mar 2026 — NON-FINAL ACTION E-MAILED
- 21 Mar 2026 — NON-FINAL ACTION WRITTEN
- 13 Mar 2026 — ASSIGNED TO EXAMINER
- 10 Mar 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 10 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 30 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 30 Oct 2025 — NEW APPLICATION ENTERED