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 PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, November 20, 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 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
General Information
| Serial Number | 98041536 |
| Word Mark | CAPITALIZE 401(K) FINDER |
| Filing Date | Wednesday, June 14, 2023 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, November 20, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 10, 2024 |
Trademark Statements
| Pseudo Mark | CAPITALIZE FOUR ZERO ONE K FINDER; CAPITALIZE FOUR HUNDRED ONE K FINDER |
| Goods and Services | 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 |
| NOT AVAILABLE | "401(K) FINDER" |
| Goods and 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 |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 18, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 18, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Capitalize Money, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, MA 10016 |
Trademark Events
| Event Date | Event Description |
| Saturday, June 17, 2023 | NEW APPLICATION ENTERED |
| Tuesday, July 18, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 5, 2024 | ASSIGNED TO EXAMINER |
| Friday, November 15, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, November 15, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, November 15, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 15, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, November 15, 2024 | EXAMINER'S AMENDMENT ENTERED |
