NINO

Live / Applied — New application — not yet assigned to an examiner (as of 29 Jun 2026)

What this means for you

Not registered yet, but its 29 Jun 2026 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
99911780
Mark type
Word mark
Filed
29 Jun 2026
Attorney of record
Kristin S. Cornuelle

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software and mobile application software for personal financial planning, tax planning, wealth management, personal investment planning, and retirement planning; Downloadable mobile application software for tax optimization, namely, identifying tax-loss harvesting opportunities, analyzing equity compensation tax implications, and generating tax savings recommendations; Downloadable mobile application software for aggregating, tracking, and analyzing personal financial data, namely, income, investments, equity compensation, taxes, and expenses; Downloadable mobile application software for generating personal financial projections, forecasts, and what-if scenario modeling for use in personal financial planning and tax planning; Downloadable computer software for personal financial planning, tax planning, wealth management, personal investment planning, and retirement planning; Downloadable computer software for tax optimization, namely, identifying tax-loss harvesting opportunities, analyzing equity compensation tax implications, and generating tax savings recommendations; Downloadable computer software for aggregating, tracking, and analyzing personal financial data, namely, income, investments, equity compensation, taxes, and expenses; Downloadable computer software for generating personal financial projections, forecasts, and what-if scenario modeling for use in personal financial planning and tax planning

Owner

Prosecution history

  • 29 Jun 2026 — APPLICATION FILING RECEIPT MAILED
  • 29 Jun 2026 — NEW APPLICATION ENTERED

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