NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/16/2025
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Official data from USPTO
C
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
9
Latest update
09/17/2025
Trademark type
Combined
Nice classes
9, 36
Filing date
12/30/2024
Registration date
09/16/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/16/2025
Last transaction
09/17/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
2024-01-00
First use in commerce
2024-01-00
Drawing code
5
Owner type
03
Owner location
Belmar, NJ
Examiner
YAO, GRETTA
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of a stylized letter C.
Holders and representatives
Holders
Currence, Inc.
Representatives
Rhett V. Barney Lee & Hayes, PC
Technical classification
Nice Classes
Class 9Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable software for managing personal financessavings and budgeting; Downloadable software for tracking personal financespersonal savingspersonal finance well-being; Downloadable computer application software used by financial advisors and downloadable software for mobile devices used by consumers and clientsa digital financial management platform for consumers and their financial advisors to use in managingviewingtrackingmonitoringgoal settinganalyzingreceiving reports on personal finances and savings and personal finance well-being; Downloadable software for providing financial information and financial education to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving
Class 36
Financial information services; financial consultancy services; financial planning services; investment services in the nature of capital investment servicesinvestment banking servicesinvestment advisory services; banking services; financial planning in the nature of cash flow planning services; Financial servicesproviding investment banking services for the purpose of managing an individual's cash inflows and outflows and reallocating capital to facilitate achievement of savings and free cash flow goals; Financial serviceswealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting servicesexpert analysis in finance and savings; Financial consulting servicesexpert analysis and assistance to facilitate achievement of savings free cash flow goals; Financial counseling serviceshelping others build a better working relationship with their money; Financial information and advisory services; Financial investment brokerage services; Financial retirement plan consulting services; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Strategic financial advisory services; Providing informationanalysisadviceguidance in the field of personal finance well-being; Providing informationanalysisadviceguidance in the field of personal finance status; Providing financial information to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving
Publications
History of USPTO decisions and trademark events.
9 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
09/16/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/29/2025
PUBO
PUBLISHED FOR OPPOSITION
07/29/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/23/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/24/2025
DOCK
ASSIGNED TO EXAMINER
06/12/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/02/2025
NWAP
NEW APPLICATION ENTERED
12/31/2024
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