Trademark Overview
On Monday, January 5, 2026, a trademark application was filed for SHEP with the United States Patent and Trademark Office. The USPTO has given the SHEP trademark a serial number of 99578787. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Monday, July 6, 2026. The SHEP trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories with the following description:
Providing temporary use of online non-downloadable simulation software for use in financial modeling, namely, simulation software for modeling individual household budgets, debt repayment scenarios, life events, retirement projections, and personal cash flow projections for individual consumers; all of the foregoing being read-only as to account data and expressly excluding simulation software for establishing, managing, monitoring, or trading investment or securities accounts, investment management, investment advisory or investment consultancy services, securities analysis, monitoring accounts for investment purposes, creating investment reports, brokerage services, sub-advisory services, and software for use by financial professionals or institutions.
Downloadable computer software, namely, an electronic financial platform that accommodates multiple types of payment and debt transactions in an integrated mobile phone, PDA, and web-based environment; downloadable computer software for producing financial models, namely, models of personal income, expenses, debt repayment, and savings for individual consumers; all of the foregoing being read-only as to account data and expressly excluding software for establishing, managing, monitoring, or trading investment or securities accounts, investment management, investment advisory or investment consultancy services, securities analysis, monitoring accounts for investment purposes, creating investment reports, brokerage services, sub-advisory services, and software for use by financial professionals or institutions.
