FINANCIAL + Trademark

Trademark Overview


On Tuesday, January 18, 2022, a trademark application was filed for FINANCIAL + with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL + trademark a serial number of 97224501. The federal status of this trademark filing is REGISTERED as of Tuesday, November 21, 2023. This trademark is owned by Advalent Inc.. The FINANCIAL + trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Electronic processing of insurance claims and payment data; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries

Administration, billing and reconciliation of accounts on behalf of others; Business consulting services in the field of healthcare and insurance for the purpose of revenue management and payment management; Business data analysis services in the field of healthcare and insurance

Platform as a service (PAAS) featuring computer software platforms for the purpose of revenue management in the field of healthcare and insurance; Platform as a service (PAAS) featuring computer software platforms for the purpose of automating premium bills and payments and for processing payments; Platform as a service (PAAS) featuring computer software platforms for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management, and payment management for health care providers; Platform as a service (PAAS) featuring computer software platforms for performing reconciliation, managing delinquencies and producing reports; Platform as a service (PAAS) featuring computer software platforms for purpose of invoice generation, payment and reconciliation for multiple products in a health plan driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for automating premium bills and...
financial +

General Information


Serial Number97224501
Word MarkFINANCIAL +
Filing DateTuesday, January 18, 2022
Status700 - REGISTERED
Status DateTuesday, November 21, 2023
Registration Number7225832
Registration DateTuesday, November 21, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 7, 2023

Trademark Statements


Goods and ServicesElectronic processing of insurance claims and payment data; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries
Goods and ServicesAdministration, billing and reconciliation of accounts on behalf of others; Business consulting services in the field of healthcare and insurance for the purpose of revenue management and payment management; Business data analysis services in the field of healthcare and insurance
Disclaimer with Predetermined Text"FINANCIAL"
Goods and ServicesPlatform as a service (PAAS) featuring computer software platforms for the purpose of revenue management in the field of healthcare and insurance; Platform as a service (PAAS) featuring computer software platforms for the purpose of automating premium bills and payments and for processing payments; Platform as a service (PAAS) featuring computer software platforms for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management, and payment management for health care providers; Platform as a service (PAAS) featuring computer software platforms for performing reconciliation, managing delinquencies and producing reports; Platform as a service (PAAS) featuring computer software platforms for purpose of invoice generation, payment and reconciliation for multiple products in a health plan driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for automating premium bills and payments and for processing payments; Software as a service (SAAS) services featuring software for the purpose of revenue management and payment management in the field of healthcare insurance; Software as a service (SAAS) services featuring software for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management and payment management for health care providers; Software as a service (SAAS) services featuring software for the purpose of invoice generation, payments and reconciliation for multiple products in a health plan, driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for performing reconciliation, managing delinquencies and producing reports

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 24, 2022
Primary Code035
First Use Anywhere DateFriday, April 15, 2016
First Use In Commerce DateFriday, April 15, 2016

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 24, 2022
Primary Code036
First Use Anywhere DateFriday, April 15, 2016
First Use In Commerce DateFriday, April 15, 2016

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 DateMonday, January 24, 2022
Primary Code042
First Use Anywhere DateFriday, April 15, 2016
First Use In Commerce DateFriday, April 15, 2016

Trademark Owner History


Party NameAdvalent Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWestborough, MA 01581

Party NameAdvalent Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWestborough, MA 01581

Party NameAdvalent Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWestborough, MA 01581

Trademark Events


Event DateEvent Description
Tuesday, November 21, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, November 21, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, October 17, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, October 16, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, October 16, 2023STATEMENT OF USE PROCESSING COMPLETE
Monday, October 2, 2023USE AMENDMENT FILED
Friday, October 13, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, October 2, 2023TEAS STATEMENT OF USE RECEIVED
Tuesday, April 4, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 7, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 7, 2023PUBLISHED FOR OPPOSITION
Wednesday, January 18, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, January 5, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 4, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 4, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 4, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, October 28, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, October 28, 2022NON-FINAL ACTION E-MAILED
Friday, October 28, 2022NON-FINAL ACTION WRITTEN
Friday, October 28, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, October 28, 2022NON-FINAL ACTION E-MAILED
Friday, October 28, 2022NON-FINAL ACTION WRITTEN
Wednesday, October 26, 2022ASSIGNED TO EXAMINER
Monday, January 24, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, January 21, 2022NEW APPLICATION ENTERED