on 26 Apr 2022
Last Applicant/ Owned by
1959 Highway 34, Suite 101
Wall
NJ
07719
Serial Number
88618830 filed on 16th Sep 2019
Registration Number
6713748 registered on 26th Apr 2022
Correspondent Address
Rhett V. Barney
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
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 Read More
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
11th Feb 2022
11th Feb 2022
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 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, 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
11th Feb 2022
11th Feb 2022
No 88618830
No Service Mark
No F110-0034TMU
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 26th Apr 2022 | REGISTERED-PRINCIPAL REGISTER |
| 22nd Mar 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 21st Mar 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 07th Mar 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| 07th Mar 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 11th Feb 2022 | USE AMENDMENT FILED |
| 11th Feb 2022 | TEAS STATEMENT OF USE RECEIVED |
| 06th Aug 2021 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 04th Aug 2021 | SOU EXTENSION 2 GRANTED |
| 04th Aug 2021 | SOU EXTENSION 2 FILED |
