| Serial Number | 88322046 |
| Word Mark | HELPING BORROWERS BECOME SAVERS |
| Filing Date | Friday, March 1, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 12, 2022 |
| Registration Number | 6789916 |
| Registration Date | Tuesday, July 12, 2022 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 4, 2019 |
| Goods and Services | Financial information and evaluations; Financial services, namely, money lending; Savings account services, namely, provision of savings accounts; Personal financial management services; Financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; Financial planning; Financial management; Financial analysis; Financial management services, namely, tracking of expenses; Financial services for Financial data aggregation, namely, electronically compiling of financial data from multiple accounts into a single location for financial review analysis; Financial administration and management services for the management of credit and debit cards, loans, and financial accounts; Providing information, news, opinions and advice in the fields of banking, financial management, saving and financial planning and retirement financial planning via computer and communication networks, the internet, and social media; Providing financial information, news, opinions and advice in the fields of personal budgeting and household budgeting via computer and communication networks, the internet, and social media; Providing financial information, news, opinions and advice in the field of consumer spending via computer and communication networks, the internet, and social media; Personal financial management services, namely, customized management of non-investment personal financial accounts, daily monitoring of transactions and account balances, and budget and spending reporting and analysis through a global computer network; Personal financial management that guides users via artificial intelligence in the form of virtual coaches; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial counseling services, namely, helping others build a better working relationship with their money |
| Goods and Services | Software as a service (SAAS) services featuring software that enables users to view financial information and evaluations; Software as a service (SAAS) services featuring software for providing online personal lifestyle performance assessments and skill enhancement programs based on principles of emotional intelligence, by means of performance tracking, reward and incentive programs; Software as a service (SAAS) services featuring software for personal financial management; Software as a service (SAAS) services featuring software for financial transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, and accounting; Software as a service (SAAS) services featuring software for forecasting and analysis of financial data; Software as a service (SAAS) services featuring software for providing financial and bill payment alerts; Software as a service (SAAS) services featuring software for enabling users to wirelessly view personal financial data and databases; Software as a service (SAAS) services featuring software for enabling users to retrieve financial account balances and financial transaction information using mobile phones, smart phones, tablets, and mobile telecommunication networks; Software as a service (SAAS) services featuring software for use in processing electronic payments; Software as a service (SAAS) services featuring software for personal financial management, namely, customized management of non-investment personal financial accounts, daily monitoring of transactions and account balances, and budget and spending reporting and analysis through a global computer network; Software as a service (SAAS) services featuring software for personal financial management that guides users via artificial intelligence in the form of virtual coaches; Software as a service (SAAS) services featuring software for providing personalized strategies to achieve financial independence |
| 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 | Wednesday, March 20, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 31, 2021 |
| First Use In Commerce Date | Sunday, January 31, 2021 |
| 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 | Wednesday, March 20, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, January 31, 2021 |
| First Use In Commerce Date | Sunday, January 31, 2021 |
| Party Name | HAPPY MONEY, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Torrance, CA 90503 |
| Party Name | HAPPY MONEY, INC. |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | TUSTIN, CA 92782 |
| Party Name | Payoff, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Tustin, CA 92782 |
| Party Name | Payoff, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Costa Mesa, CA 92626 |
| Event Date | Event Description |
| Wednesday, March 27, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, March 5, 2019 | NEW APPLICATION ENTERED |
| Wednesday, March 20, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 21, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, March 27, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 27, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 27, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, April 9, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, April 9, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 9, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 9, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, April 11, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, April 25, 2019 | ASSIGNED TO LIE |
| Wednesday, May 15, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 4, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 4, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 30, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, August 23, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, August 23, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, January 30, 2020 | SOU EXTENSION 1 FILED |
| Friday, January 31, 2020 | FAX RECEIVED |
| Wednesday, March 4, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, March 18, 2020 | SOU EXTENSION 1 GRANTED |
| Thursday, March 19, 2020 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, March 19, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, March 19, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, March 19, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, July 30, 2020 | SOU TEAS EXTENSION RECEIVED |
| Friday, August 28, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, August 28, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, August 28, 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, August 28, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, August 31, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, August 31, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, August 31, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, July 30, 2020 | SOU EXTENSION 2 FILED |
| Monday, August 3, 2020 | SOU EXTENSION 2 GRANTED |
| Tuesday, August 4, 2020 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, September 23, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, September 23, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, September 23, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, July 30, 2021 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, November 11, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, February 1, 2021 | SOU TEAS EXTENSION RECEIVED |
| Monday, February 1, 2021 | SOU EXTENSION 3 FILED |
| Monday, February 1, 2021 | SOU EXTENSION 3 GRANTED |
| Wednesday, February 3, 2021 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, July 30, 2021 | SOU EXTENSION 4 FILED |
| Friday, July 30, 2021 | SOU EXTENSION 4 GRANTED |
| Tuesday, August 3, 2021 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Saturday, January 29, 2022 | SOU TEAS EXTENSION RECEIVED |
| Saturday, January 29, 2022 | SOU EXTENSION 5 FILED |
| Tuesday, February 1, 2022 | SOU EXTENSION 5 GRANTED |
| Wednesday, February 2, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, May 25, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, May 25, 2022 | USE AMENDMENT FILED |
| Friday, May 27, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, June 6, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, June 7, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, August 21, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, August 21, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, August 21, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, August 21, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, August 21, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, August 21, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, July 12, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 12, 2022 | REGISTERED-PRINCIPAL REGISTER |