Legal Representation
Attorney
Connie Ellerbach
USPTO Deadlines
Application History
46 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 4, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Nov 4, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Oct 14, 2025 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Oct 14, 2025 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Oct 3, 2025 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Oct 2, 2025 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| May 5, 2025 | IUAF | S | USE AMENDMENT FILED | Loading... |
| May 5, 2025 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Oct 28, 2024 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Oct 28, 2024 | EX5G | S | SOU EXTENSION 5 GRANTED | Loading... |
| Oct 28, 2024 | EXT5 | S | SOU EXTENSION 5 FILED | Loading... |
| Oct 28, 2024 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| May 4, 2024 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| May 3, 2024 | EX4G | S | SOU EXTENSION 4 GRANTED | Loading... |
| May 3, 2024 | EXT4 | S | SOU EXTENSION 4 FILED | Loading... |
| May 3, 2024 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Nov 7, 2023 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Nov 3, 2023 | EX3G | S | SOU EXTENSION 3 GRANTED | Loading... |
| Nov 3, 2023 | EXT3 | S | SOU EXTENSION 3 FILED | Loading... |
| Nov 3, 2023 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| May 2, 2023 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Apr 28, 2023 | EX2G | S | SOU EXTENSION 2 GRANTED | Loading... |
| Apr 28, 2023 | EXT2 | S | SOU EXTENSION 2 FILED | Loading... |
| Apr 28, 2023 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Nov 5, 2022 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Nov 3, 2022 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Nov 3, 2022 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Nov 3, 2022 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| May 3, 2022 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Mar 8, 2022 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Mar 8, 2022 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Feb 16, 2022 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Feb 3, 2022 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Feb 2, 2022 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Feb 2, 2022 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Feb 2, 2022 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Feb 2, 2022 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jan 27, 2022 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jan 27, 2022 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jan 27, 2022 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jul 27, 2021 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 27, 2021 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 27, 2021 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 19, 2021 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 9, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 13, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable software and downloadable mobile application software for use in teaching individuals and groups financial literacy; Downloadable software and downloadable mobile application software for financial planning and management; Downloadable software and downloadable mobile application software for facilitating communication among youths, teens, young adults and parents in the fields of financial literacy, financial goal planning, budgeting, investing, and personal and household finance; Downloadable software and downloadable mobile application software for online banking, transaction management, bill tracking and management, expense tracking and management and accounting; Downloadable software and downloadable mobile application software for electronic payments and transferring funds to and from others; Downloadable software and downloadable mobile application software for providing banking and financial alerts; Downloadable software and downloadable mobile application software that enables users to capture, upload, download, store, organize, retrieve, and view information and data, all in the fields of personal finance and financial planning and management; Downloadable software and downloadable mobile application software for enabling personal financial advisory, analysis and financial planning and management services; Downloadable software and downloadable mobile application software for comparing and recommending financial products; Downloadable computer games in the field of financial education; Magnetically encoded debit cards and credit cards; magnetically encoded prepaid stored value cards
First Use Anywhere:
20200700
First Use in Commerce:
20200700
Class 036
Financial services, namely, savings programs for youths; Financial services, namely, savings programs for individuals and groups; Financial services, namely, credit card transaction processing services for individuals and groups; Financial services, namely, debit card transaction processing services for individuals and groups; Financial services, namely, consumer lending services for individuals and groups; Financial services, namely, financing and loan services for individuals and groups; Credit and loans services; Financial analysis, planning and management; Financial advisory and consultancy services; Providing web-based, automated and customized personal financial planning and management services, namely, customized management of personal financial accounts, monitoring of transactions and account balances, budget planning, spending reporting, and tracking of personal and household expenses; Providing information in the fields of financial literacy, financial wellness, financial management, banking, saving, personal and household budgeting, and financial planning; Financial services, namely, investment management services, financial planning services and providing guidance on financial products; Financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review and analysis; Issuance of debit cards, credit cards, prepaid credit cards; Online debit, pre-paid, stored-value and reloadable card balance and account tracking services; Credit reporting services; Electronic money transfer services; Payment processing services; Bill payment services; Online banking services; Online banking services featuring electronic alerts that alert credit and debit card users when a single transaction exceeds a certain amount; Providing student loan information, and student loan services
First Use Anywhere:
20200700
First Use in Commerce:
20200700
Classification
International Classes
009
036