CAPITALIZE 401(K) FINDER Trademark

Trademark Overview


On Wednesday, June 14, 2023, a trademark application was filed for CAPITALIZE 401(K) FINDER with the United States Patent and Trademark Office. The USPTO has given the CAPITALIZE 401(K) FINDER trademark a serial number of 98041536. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Tuesday, March 5, 2024. This trademark is owned by Capitalize Money, Inc.. The CAPITALIZE 401(K) FINDER trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

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

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 computer software platforms in the field of financial services, namely, investment management and consolidation services, investment tracking, investment portfolio management; Providing temporary use of online non-downloadable interactive investment account management software
capitalize 401(k) finder

General Information


Serial Number98041536
Word MarkCAPITALIZE 401(K) FINDER
Filing DateWednesday, June 14, 2023
Status638 - NEW APPLICATION - ASSIGNED TO EXAMINER
Status DateTuesday, March 5, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Pseudo MarkCAPITALIZE FOUR ZERO ONE K FINDER; CAPITALIZE FOUR HUNDRED ONE K FINDER
Goods and ServicesFinancial services, namely, assisting individuals with locating, establishing and managing retirement savings accounts, the foregoing expressly excluding lending and real estate activities of any kind
Goods and ServicesPlatform 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 computer software platforms in the field of financial services, namely, investment management and consolidation services, investment tracking, investment portfolio management; Providing temporary use of online non-downloadable interactive investment account management software

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 18, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, July 18, 2023
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameCapitalize Money, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, MA 10016

Trademark Events


Event DateEvent Description
Tuesday, March 5, 2024ASSIGNED TO EXAMINER
Tuesday, July 18, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, June 17, 2023NEW APPLICATION ENTERED