NON-FINAL ACTION - MAILED
final action
on 22 Aug 2024
Last Applicant/ Owned by
Two Circle Star Way
San Carlos
CA
94070
Serial Number
98376157 filed on 25th Jan 2024
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
SET & SAVE
Providing temporary use of online non-downloadable computer software the provision of financial services, namely, intelligent savings solution using machine learning and artificial intelligence, personal financial management, online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, account balance services and Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing temporary use of online non-downloadable computer software the provision of financial services, namely, intelligent savings solution using machine learning and artificial intelligence, personal financial management, online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, account balance services and notifications; deposit savings account services, namely, electronic fund transfer, bill payment, budgeting and budget balancing, savings account management, account balance and activity notification delivered via email, sms, in-app, and push notifications, and other account services featuring intelligent assistance
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [041]
Education and Entertainment Services
Providing an internet website and website portal accessible via mobile devices featuring information in the field of money management and coaching services helping others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [036]
Insurance & Financial Services
Financial services featuring, intelligent savings solution using machine learning and artificial intelligence, financial management services; financial transaction services, budget planning and account balance services and notifications savings account services, namely, electronic fund transfer, bill payment, budgeting, budget balancing, savings account management, prize-linked savings, account balance account activity, and notifications and communications delivered via email, sms, in-app, chat, chat bot, and push notifications, financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review and analysis; long-term savings and investment services, namely, retirement accounts; providing credit score services and other intelligent assistance; providing financial assessment and information, namely, helping others build a better working relationship with their money in the field of optimized financial solutions; providing an internet website and website portal assessable via mobile devices featuring information in the field of financial savings and investment including information helping to manage savings and debt, increase income and participate in optimized financial products; financial services, namely, savings account services and bill payment services provided through a website or mobile app
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [009]
Computer & Software Products & Electrical & Scientific Products
Downloadable mobile application for financial services featuring intelligent savings solution using machine learning and artificial intelligence, online banking, transaction management, bill tracking and management, expense tracking and management, and account balance services and notifications, financial and bill payment alerts, savings account services deposit savings account management, budgeting and budget balancing, savings account management, account balance and activity notification delivered via email, sms, in-app, push notifications, and other account services, retrieving financial account balances and financial transaction information via mobile phones, smart phones, and mobile telecommunication networks, long-term savings and investment services, including retirement accounts, and other intelligent assistance, planning and saving for personal financial goals
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98376157
Mark Type
No Service Mark
Attorney Docket Number
No 13257705US01
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 |
|---|---|
| 19th Nov 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| 19th Nov 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| 22nd Aug 2024 | NON-FINAL ACTION WRITTEN |
| 22nd Aug 2024 | NON-FINAL ACTION E-MAILED |
| 22nd Aug 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 21st Aug 2024 | ASSIGNED TO EXAMINER |
| 30th Jul 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 25th Jan 2024 | NEW APPLICATION ENTERED |