mailed
on 11 Sep 2024
Last Applicant/ Owned by
Two Circle Star Way
San Carlos
CA
94070
Serial Number
98249049 filed on 31st Oct 2023
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Providing online non-downloadable computer software for managing personal finances by initiating and supporting personal savings and analyzing spending, for accessing online financial accounts, for electronic transmission of funds, for facilitating saving money tied to lifestyle rules and goals; Providing online, non-downloadable software for facilitating personal investments by managing personal Read More
Providing online non-downloadable computer software for managing personal finances by initiating and supporting personal savings and analyzing spending, for accessing online financial accounts, for electronic transmission of funds, for facilitating saving money tied to lifestyle rules and goals; Providing online, non-downloadable software for facilitating personal investments by managing personal investment accounts; providing online, non-downloadable software for providing information in the field of finance and investments; lending as a service, namely, platform as a service (PAAS) featuring computer software platforms for processing consumer loans
N/A
N/A
Financial education, namely, classes in the field of personal finance and investments; online journals, namely, blogs featuring financial education in the field of personal finance and investments; providing a website featuring blogs and non-downloadable publications in the nature of articles in the fields of personal finance and investments
N/A
N/A
Financial services, namely, personal loan, secured loan, auto loan, line of credit, electronic credit card transaction processing, electronic debit card transaction processing services, and providing financial information relating to credit and debit card payment and account balances and notifications; savings account services including electronic fund transfer, bill payment, budgeting and budget balancing being budget planning services, savings account management, intelligent savings solutions in the nature of administration of savings accounts, prize-linked savings in the nature of savings account services where the account user receives prizes when they save above a certain amount, providing financial information about savings account balances, providing financial information relating to savings account activity, and notifications and communications delivered via email, SMS, in-app, chat, chat bot, and push notifications, and other account services in the nature of savings account services; long term savings in the nature of savings bank services; funds investment services; individual retirement account services; registered investment advisory services; credit scoring services; financial consulting, namely, creating personalized strategies for achieving financial independence; business to business to consumer financial services, namely, financial consulting for consumers; financial advising
N/A
N/A
Referral services in the field of financial services and financial advising
N/A
N/A
Downloadable software in the nature of a mobile application for managing personal finances by initiating and supporting personal savings and analyzing spending, for accessing online financial accounts, for electronic transmission of funds, for facilitating saving money tied to lifestyle rules and goals and for facilitating personal investments by managing personal investment accounts; downloadable software in the nature of a mobile application for providing information in the field of finance and investments delivered via email, sms, in-app, chat, chat bot, and push notifications
N/A
N/A
No 98249049
No Service Mark
No 13257703US01
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
21st Nov 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
21st Nov 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
21st Nov 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
11th Sep 2024 | FINAL REFUSAL E-MAILED |
11th Sep 2024 | FINAL REFUSAL WRITTEN |
11th Sep 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
10th Sep 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
10th Sep 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
10th Sep 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
12th Jun 2024 | ASSIGNED TO EXAMINER |