CAPITALIZE 401(K) FINDER
LIVE

Serial Number

98041536

Owner

Capitalize Money, Inc.

Attorney

Kathleen M. Burch

First Use Date

Oct 5, 2022

Filing Date

Jun 14, 2023

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CAPITALIZE 401(K) FINDER Trademark

Serial Number: 98041536 • Registration: 8413585

CAPITALIZE 401(K) FINDER is a trademark filed by Capitalize Money, Inc. on June 14, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Capitalize Money, Inc. (3 trademarks)

135 Madison Avenue, 5th Floor
New York, MA 10016

Entity Type: 03

Trademark Details

Filing Date

June 14, 2023

Registration Date

August 25, 2026

First Use Anywhere

October 5, 2022

First Use in Commerce

October 5, 2022

Published for Opposition

December 10, 2024

Goods & Services

Platform as a service (PAAS) featuring computer software platforms for use in locating, managing and consolidating 401k retirement and investment plans; Providing temporary use of on-line non-downloadable computer software and providing online non-downloadable computer software platforms in the field of financial services, namely, for investment management and consolidation, investment tracking, and investment portfolio management; Providing temporary use of online non-downloadable interactive investment account management software

Financial services, namely, assisting individuals with locating, establishing and managing retirement savings accounts, the foregoing expressly excluding lending and real estate activities of any kind

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Aug 25, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Aug 25, 2026 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jul 31, 2026 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jul 31, 2026 CNPR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
May 28, 2026 EXRA
STATEMENT OF USE PROCESSING COMPLETE
May 28, 2026 SUPC
SOU EXTENSION 2 GRANTED
May 28, 2026 EX2G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
May 28, 2026 AITU
USE AMENDMENT FILED
Feb 2, 2026 IUAF
TEAS STATEMENT OF USE RECEIVED
Feb 2, 2026 EISU
SOU TEAS EXTENSION RECEIVED
Feb 2, 2026 EEXT
SOU EXTENSION 2 FILED
Feb 1, 2026 EXT2
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Aug 2, 2025 EXRA
SOU EXTENSION 1 GRANTED
Aug 1, 2025 EX1G
SOU EXTENSION 1 FILED
Aug 1, 2025 EXT1
SOU TEAS EXTENSION RECEIVED
Aug 1, 2025 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Feb 4, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 10, 2024 NPUB
PUBLISHED FOR OPPOSITION
Dec 10, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 4, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 15, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Nov 15, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 15, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 15, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 15, 2024 CNEA
ASSIGNED TO EXAMINER
Mar 5, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 18, 2023 NWOS
NEW APPLICATION ENTERED
Jun 17, 2023 NWAP