Filed June 2, 2026

Serial No. 99860000

Examining Attorney null

Class Downloadable computer software for replying to questions to help users work through life’s personal financial decisions; Downloadable computer software for replying to questions to help users uncover and define financial and retirement plans; Downloadable computer software for creating financial strategies and action plans; Downloadable computer software for weighing options, assessing trade-offs and scenario plans; Downloadable computer software for answering complex personal financial questions; Downloadable computer software for providing assistance and guidance in executing personal financial action plans; Downloadable computer software for providing AI financial advice; Downloadable computer software for creating reports and projections regarding financial and retirement planning information; Downloadable computer software for connecting and integrating with products and services in the field of personal financial and retirement planning; Downloadable software in the nature of a mobile application for replying to questions to help users work through life’s personal financial decisions; Downloadable software in the nature of a mobile application for replying to questions to help users uncover and define financial and retirement plans; Downloadable software in the nature of a mobile application for creating financial strategies and action plans; Downloadable software in the nature of a mobile application for weighing options, assessing trade-offs and scenario plans; Downloadable software in the nature of a mobile application for answering complex personal financial questions; Downloadable software in the nature of a mobile application for providing assistance and guidance in executing personal financial action plans; Downloadable software in the nature of a mobile application for providing AI financial advice; Downloadable software in the nature of a mobile application for creating reports and projections regarding financial and retirement planning information; Downloadable software in the nature of a mobile application for connecting and integrating with products and services in the field of personal financial and retirement planning; 021; 023; 026; 036; 038

Case Type Trademark