EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
01/12/2026
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Official data from USPTO
FINANCIAL WELLNESS SYSTEM
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FINANCIAL WELLNESS SYSTEM
ST13
US500000088141309Class
9
Filing
88141309
Registration
6880255
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
57
Latest update
01/14/2026
Trademark type
Word
Nice classes
9
Filing date
10/03/2018
Registration date
10/18/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/18/2022
Last transaction
01/14/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/13/2022
First use in commerce
06/13/2022
Drawing code
4
Owner type
03
Owner location
Irvine, CA
Examiner
KON,ELISSA GARBER
Law office
L60
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
A. I. (pessoa física)
Representatives
Susan M. Natland BakerHostetler
Technical classification
Nice Classes
Class 9
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable software in the nature of a web-based or mobile application for the purpose of individual consumers to process checking account and investment account transactions based upon predetermined rules
Publications
History of USPTO decisions and trademark events.
57 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/12/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/12/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/12/2026
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
10/18/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
10/18/2022
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/15/2022
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/14/2022
DOCK
ASSIGNED TO EXAMINER
08/31/2022
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/27/2022
IUAF
USE AMENDMENT FILED
06/24/2022
EISU
TEAS STATEMENT OF USE RECEIVED
06/24/2022
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
01/06/2022
EX5G
SOU EXTENSION 5 GRANTED
01/05/2022
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
01/03/2022
EXT5
SOU EXTENSION 5 FILED
12/22/2021
EEXT
SOU TEAS EXTENSION RECEIVED
12/22/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/04/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/04/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/04/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/04/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
10/04/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
06/22/2021
EX4G
SOU EXTENSION 4 GRANTED
06/18/2021
EXT4
SOU EXTENSION 4 FILED
06/18/2021
EEXT
SOU TEAS EXTENSION RECEIVED
06/18/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
12/10/2020
EX3G
SOU EXTENSION 3 GRANTED
12/08/2020
EXT3
SOU EXTENSION 3 FILED
12/08/2020
EEXT
SOU TEAS EXTENSION RECEIVED
12/08/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
06/24/2020
EX2G
SOU EXTENSION 2 GRANTED
06/22/2020
EXT2
SOU EXTENSION 2 FILED
06/22/2020
EEXT
SOU TEAS EXTENSION RECEIVED
06/22/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
12/17/2019
EX1G
SOU EXTENSION 1 GRANTED
12/13/2019
EXT1
SOU EXTENSION 1 FILED
12/13/2019
EEXT
SOU TEAS EXTENSION RECEIVED
12/13/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/25/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/30/2019
PUBO
PUBLISHED FOR OPPOSITION
04/30/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/10/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/22/2019
ALIE
ASSIGNED TO LIE
03/22/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/27/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
02/27/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/27/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
02/27/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/27/2019
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/25/2019
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/25/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/22/2019
GNRT
NON-FINAL ACTION E-MAILED
01/22/2019
CNRT
NON-FINAL ACTION WRITTEN
01/22/2019
DOCK
ASSIGNED TO EXAMINER
01/15/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/11/2018
NWAP
NEW APPLICATION ENTERED
10/06/2018
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