MONEY STORY INDEX Trademark

Trademark Overview

On Saturday, March 14, 2026, a trademark application was filed for MONEY STORY INDEX with the United States Patent and Trademark Office. The USPTO has given the MONEY STORY INDEX trademark a serial number of 99702437. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Saturday, March 14, 2026. The MONEY STORY INDEX trademark is filed in the Paper & Printed Material Products and Education & Entertainment Services categories with the following description:

Educational services, namely, providing online and offline behavioral and psychometric assessments, tests, and evaluations in the field of personal finance, financial decision-making, and money behavior; development and administration of personality archetype assessments relating to financial behavior and investment decision-making using a multi-dimensional scoring system that classifies individuals into dominant and secondary financial behavioral archetypes; providing a financial personality index using proximity-based scoring to measure an individual's distance from an ideal investor profile on a behavioral compass model; providing longitudinal and temporal behavioral assessments for measuring short-term and long-term behavioral change, financial confidence fluctuations, and psychological turbulence risk in personal finance decision-making; providing behavioral stability and turbulence risk scoring based on an individual's proximity to their ideal investor profile over time; providin...

Printed books, workbooks, journals, and educational materials in the field of personal finance, behavioral finance, financial psychology, and money behavior; printed materials featuring multi-dimensional personality archetype frameworks, proximity-based behavioral scoring, and temporal financial behavior tracking for investment decision-making; printed guides and reference materials relating to psychometric assessment, behavioral archetype classification, and longitudinal behavioral tracking of financial behavior and investment tendencies.
money story index

General Information

Serial Number99702437
Word MarkMONEY STORY INDEX
Filing DateSaturday, March 14, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateSaturday, March 14, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesEducational services, namely, providing online and offline behavioral and psychometric assessments, tests, and evaluations in the field of personal finance, financial decision-making, and money behavior; development and administration of personality archetype assessments relating to financial behavior and investment decision-making using a multi-dimensional scoring system that classifies individuals into dominant and secondary financial behavioral archetypes; providing a financial personality index using proximity-based scoring to measure an individual's distance from an ideal investor profile on a behavioral compass model; providing longitudinal and temporal behavioral assessments for measuring short-term and long-term behavioral change, financial confidence fluctuations, and psychological turbulence risk in personal finance decision-making; providing behavioral stability and turbulence risk scoring based on an individual's proximity to their ideal investor profile over time; providing assessments that identify the impact of life events on financial behavioral archetypes and investment decision-making patterns; providing online non-downloadable behavioral assessments and diagnostic tools for identifying, tracking, and monitoring financial personality types, behavioral archetypes, and investor confidence levels via a website; educational services in the field of behavioral finance, namely, conducting online courses, webinars, and seminars; licensing of educational assessment materials, proximity-based psychometric scoring frameworks, temporal behavioral tracking methodologies, and financial archetype classification systems in the field of personal finance and behavioral finance to third parties; distribution of educational materials in connection therewith.
Goods and ServicesPrinted books, workbooks, journals, and educational materials in the field of personal finance, behavioral finance, financial psychology, and money behavior; printed materials featuring multi-dimensional personality archetype frameworks, proximity-based behavioral scoring, and temporal financial behavior tracking for investment decision-making; printed guides and reference materials relating to psychometric assessment, behavioral archetype classification, and longitudinal behavioral tracking of financial behavior and investment tendencies.

Classification Information

International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateSaturday, March 14, 2026
Primary Code016
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateSaturday, March 14, 2026
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressMARYSVILLE, OH 43040
IN

Trademark Events

Event DateEvent Description
Saturday, March 14, 2026NEW APPLICATION ENTERED
Saturday, March 14, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, March 14, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

index story money behavioral financial behavior scoring making decision finance providing archetype personality