SU - NON-FINAL ACTION - MAILED
non
on 07 Aug 2024
Last Applicant/ Owned by
11 Wharf Avenue Unit C4
Red Bank
NJ
07701
Serial Number
97366172 filed on 15th Apr 2022
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
HOW SMART MONEY FLOWS
Financial information services; financial consultancy services; 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, providing investment banking services for the purpose of managing a Read More
Classification Information
Class [036]
Insurance & Financial Services
Financial information services; financial consultancy services; 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, providing investment banking services for the purpose of managing an individual's cash inflows and outflows and reallocating capital to facilitate achievement of savings and free cash flow goals; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting services, namely, expert analysis in finance and savings; 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 information and advisory services; 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; Strategic financial advisory services; Providing information, analysis, advice, and guidance in the field of personal finance well-being; Providing information, analysis, advice, and guidance in the field of personal finance status; Providing financial information to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving
First Use Date in General
31st Aug 2023
First Use Date in Commerce
31st Aug 2023
Class [009]
Computer & Software Products & Electrical & Scientific Products
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
First Use Date in General
31st Aug 2023
First Use Date in Commerce
31st Aug 2023
Mark Details
Serial Number
No 97366172
Mark Type
No Service Mark
Attorney Docket Number
No F110-0040TMU
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 07th Nov 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| 07th Nov 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| 07th Aug 2024 | NON-FINAL ACTION E-MAILED |
| 07th Aug 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 07th Aug 2024 | SU - NON-FINAL ACTION - WRITTEN |
| 09th Jul 2024 | ASSIGNED TO EXAMINER |
| 03rd Jul 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 03rd Jul 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| 24th May 2024 | TEAS STATEMENT OF USE RECEIVED |
| 24th May 2024 | USE AMENDMENT FILED |