Legal Representation
Attorney
Rachel A. Rice
USPTO Deadlines
Next Deadline
37 days remaining
NOA E-Mailed - SOU Required
Due Date
February 26, 2026
Extension Available
Until August 26, 2026
Application History
20 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 26, 2025 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Jul 1, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 1, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 25, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| May 28, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 28, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| May 27, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 27, 2025 | ERFR | I | TEAS REQUEST FOR RECONSIDERATION RECEIVED | Loading... |
| Feb 25, 2025 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| Feb 25, 2025 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| Feb 25, 2025 | CNFR | R | FINAL REFUSAL WRITTEN | Loading... |
| Jan 9, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jan 9, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jan 9, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Oct 9, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Oct 9, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Oct 9, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Oct 2, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jul 24, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jul 24, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable electronic newsletters, guides, articles, and papers in the nature of articles in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable software, namely, computer software for use in creating and managing of personalized financial strategies; Downloadable software, namely, computer software for use in accessing information in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial transactions, payments, expenses and billing; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in accessing news websites, in the nature of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities information websites, and online financial services websites; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; Downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio construction, portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing
Class 035
Providing business information in the field of business news and business information, and providing business advice in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities for business purposes, all provided via computer networks, and global computer networks; Compiling financial information for business purposes; Providing business information via a website; Providing information and news in the field of business; Information services relating to business matters; financial records management, namely, financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others
Class 036
Financial planning analysis; personal finance analysis in the nature of providing information in the field of personal finance; Providing information in the fields of personal finance, financial planning, and financial trends; Provision of financial information; Financial planning services; Providing financial information consisting of financial news, information, and advice via global computer networks, mobile devices and online services; Financial services in the nature of providing financial information, namely, analyzing account, transaction, and balance information from financial institutions
Class 042
Providing temporary use of online non-downloadable software and applications for use in accessing calculators for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for managing financial investments for use in the fields of financial planning and management, and retirement planning; Providing temporary use of non-downloadable computer software and applications for performing queries and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding financial account balances and financial transactions; providing customized computer searching services, namely, searching and retrieving information at the customer's specific request via the Internet in the nature of retrieving account, transaction, and balance information from financial institutions
Additional Information
Other
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 10/30/2014.
Other
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 10/30/2014.
Classification
International Classes
009
035
036
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"PERSONAL DASHBOARD"