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CURRENCE

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CURRENCE
APPROVED

on 11 Nov 2024

Last Applicant/ Owned by

Currence, Inc.

602 Main Street, Unit ABelmar NJ 07719

US

Serial Number

2197813 filed on 09th May 2022

Correspondent Address

33 Yonge Street, Suite 300Toronto

ONTARIO

CA

M5E1G4

CURRENCE

Trademark usage description

downloadable software for managing personal finances, savings and budgeting; downloadable software for tracking personal finances, personal savings, a Read More

Classification Information

Class [009]
Downloadable software for managing personal finances, savings and budgeting; downloadable software for tracking personal finances, personal savings, and personal finance well-being; downloadable computer application software used by financial advisors and downloadable software for mobile devices used by consumers and clients, namely, a digital financial management platform for consumers and their financial advisors to use in managing, viewing, tracking, monitoring, goal setting, analyzing, and receiving reports on personal finances and savings and personal finance well-being; downloadable software for providing financial information and financial education to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving.

Classification kind code

11

Class [036]
Financial planning services; investment services in the nature of capital investment services, investment banking services, and investment advisory services; banking services; financial planning in the nature of cash flow planning services; financial services, namely, coordination, within a single investment account used to manage an individual's cash inflows and outflows and reallocation of capital to facilitate achievement of savings and free cash flow goals; financial services, namely, wealth management services; financial management advisory services; financial investment advisory services; financial consulting services, namely, expert analysis and assistance to facilitate achievement of savings free cash flow goals; financial counseling services, namely, helping others build a better working relationship with their money; financial investment brokerage services; financial retirement plan consulting services; providing financial services with respect to securities and other financial instruments and products, namely, money management services; providing investment capital and strategic advice; providing information, metrics, advice, and guidance in the field of personal finance well-being; providing information, metrics, advice, and guidance in the field of personal finance status; providing financial information and financial education to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving.

Classification kind code

11

Mark Details

Serial Number

2197813

Mark Type

Trademark

Legal History

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Action TakenStatus
Submitted for opposition 22
on 31st Oct 2023		Search Recorded
Submitted for opposition 20
on 31st Oct 2023		Examiner's First Report
Submitted for opposition 223
on 31st Oct 2023		Total Provisional Refusal
Submitted for opposition 256
on 15th May 2023		Notification of Possible Opposition Sent
Submitted for opposition 80
on 12th Jan 2023		Change of Title Registered
Submitted for opposition 257
on 14th Jul 2022		Designation Notification - Madrid Protocol
Submitted for opposition 1
on 13th Jul 2022		Created
Submitted for opposition 31
on 13th Jul 2022		Formalized
Submitted for opposition 30
on 09th May 2022		Filed
Submitted for opposition 228
on 09th May 2022		International Registration