Serial #97260260
LIVE

Serial Number

97260260

Owner

Financial Finesse, Inc.

Attorney

Janet Garetto

First Use Date

Jul 13, 2020

Filing Date

Feb 9, 2022

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Serial #97260260 Trademark

Serial Number: 97260260 • Registration: 7186014

Serial #97260260 is a trademark filed by Financial Finesse, Inc. on February 9, 2022. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Financial Finesse, Inc. (17 trademarks)

50 California Street, Suite 1500
San Francisco, CA 94111

Entity Type: 03

Trademark Details

Filing Date

February 9, 2022

Registration Date

October 10, 2023

First Use Anywhere

July 13, 2020

First Use in Commerce

July 13, 2020

Published for Opposition

July 25, 2023

Goods & Services

Platform as a service (PAAS) featuring computer software platforms for providing personalized financial coaching, access to coaches, tools, and educational resources and providing access to financial professionals for employees; software as a services (SAAS) services featuring software for providing personalized financial coaching and financial education, financial management, financial planning, assessing financial literacy and financial wellness, providing finance analytics, budgeting, employee and retirement benefits analysis and for analyzing personal financial data and generating reports in the fields of financial planning, savings, investment, personal finance and debt elimination, enabling individuals to assess, manage, and track their financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; providing temporary use of on-line non-downloadable software for financial planning, financial coaching, retirement planning and financial management; providing temporary use of non-downloadable software for assessment and tracking of financial planning priorities and data aggregation in employer sponsored retirement plans including providing temporary use of non-downloadable educational software featuring instruction in financial planning; providing temporary use of non-downloadable software under individual access codes and passwords to financial planning software to model future financial goals; providing temporary use of on-line non-downloadable software for financial planning, financial coaching, retirement planning and financial management using artificial intelligence; providing temporary use of non-downloadable software for assessment and tracking of financial planning priorities and data aggregation in employer sponsored retirement plans including providing temporary use of non-downloadable educational software featuring instruction in financial planning using artificial intelligence; providing temporary use of non-downloadable software under individual access codes and passwords to financial planning software to model future financial goals using artificial intelligence; platform as a service (PAAS) featuring software for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a service (SAAS) featuring software for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a services (SAAS) services featuring software using artificial intelligence for providing personalized financial coaching and financial education, financial management, financial planning, assessing financial literacy and financial wellness, providing finance analytics, budgeting, employee and retirement benefits analysis and for analyzing personal financial data and generating reports in the fields of financial planning, savings, investment, personal finance and debt elimination, enabling individuals to assess, manage, and track their financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a service (SAAS) featuring software using artificial intelligence for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 10, 2023 NRCC
REGISTERED-PRINCIPAL REGISTER
Oct 10, 2023 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 25, 2023 NPUB
PUBLISHED FOR OPPOSITION
Jul 25, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 5, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 20, 2023 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 25, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 24, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 24, 2023 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 25, 2022 GNRN
NON-FINAL ACTION E-MAILED
Nov 25, 2022 GNRT
NON-FINAL ACTION WRITTEN
Nov 25, 2022 CNRT
ASSIGNED TO EXAMINER
Nov 22, 2022 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Feb 16, 2022 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 15, 2022 NWOS
NEW APPLICATION ENTERED
Feb 12, 2022 NWAP