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Official data from USPTO

FINANCIAL PLUS

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

FINANCIAL PLUS

ST13

US500000097224488

Class

35, 36, 42

Filing

97224488

Registration

7034545

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

26

Latest update

08/06/2026

Trademark type

Word

Nice classes

35, 36, 42

Filing date

01/18/2022

Registration date

04/25/2023

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

04/25/2023

Last transaction

08/06/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

04/15/2016

First use in commerce

04/15/2016

Drawing code

4

Owner type

03

Owner location

Westborough, MA, US

Examiner

BRACEY, KAREN

Law office

M70

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Advalent Inc.

Representatives

Alberto Zacapa DLA Piper LLP (US)

Technical classification

Nice Classes

Class 35Class 36Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Administrationbilling 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

Class 36

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

Class 42

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 analyzingprocessingeditingreviewing and auditing data in the fields of health careinsurancerevenue managementpayment management for health care providers; Platform as a service (PAAS) featuring computer software platforms for performing reconciliationmanaging delinquencies and producing reports; Platform as a service (PAAS) featuring computer software platforms for purpose of invoice generationpayment 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 analyzingprocessingeditingreviewing and auditing data in the fields of health careinsurancerevenue management and payment management for health care providers; Software as a service (SAAS) services featuring software for the purpose of invoice generationpayments and reconciliation for multiple products in a health plandriving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for performing reconciliationmanaging delinquencies and producing reports

Publications

History of USPTO decisions and trademark events.

26 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

08/05/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

08/05/2026

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

08/05/2026

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

08/05/2026

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

08/05/2026

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

03/24/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

03/24/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

03/24/2025

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

03/24/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

03/24/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

03/24/2025

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

04/25/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

04/25/2023

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

02/07/2023

PUBO

PUBLISHED FOR OPPOSITION

02/07/2023

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

01/18/2023

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/05/2023

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/04/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/04/2023

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

01/04/2023

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

10/28/2022

GNRT

NON-FINAL ACTION E-MAILED

10/28/2022

CNRT

NON-FINAL ACTION WRITTEN

10/28/2022

DOCK

ASSIGNED TO EXAMINER

10/26/2022

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

01/24/2022

NWAP

NEW APPLICATION ENTERED

01/21/2022

Continuous trademark protection

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