Legal Representation
Attorney
Connie L. Ellerbach
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 30, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Oct 30, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
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 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; Computer application software for financial advice and planning
Class 036
Financial services; Financial planning and investment advisory services; Financial advice, consultation, investment and management services; Investment consultation and advisory services; Financial securities brokerage and investment services; Savings account services; Electronic monitoring of credit card activity to detect fraud via the internet
Class 042
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 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
Additional Information
Design Mark
The mark consists of Two open triangles connected with a diagonal line.
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
009
036
042