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The International trademark HOW SMART MONEY FLOWS was filed as Word mark on 09/16/2022 at the World Intellectual Property Organization.
| Trademark form | Word mark |
| File reference | 1689368 |
| Countries | 
|
| Base trademark |
No. 97366172,
April 15, 2022
|
| Application date | September 16, 2022 |
| Expiration date | September 16, 2032 |
Trademark owner
c/o Tomoro,
1959 Route 34, Suite 101
US
1959 Route 34, Suite 101
US
Trademark representatives
601 W. Riverside Ave. Suite 1400
Spokane WA 99201
US
goods and services
09
Downloadable software for managing personal finances,
savings and budgeting; downloadable software for tracking
personal finances, personal savings, and personal finance
well-being; downloadable computer application software used
by financial advisors and downloadable software for mobile
devices used by consumers and clients, namely, a digital
financial management platform for consumers and their
financial advisors to use in managing, viewing, tracking,
monitoring, goal setting, analyzing, and receiving 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
36
Financial information services; financial consultancy
services; financial planning services; investment services
in the nature of capital investment services, investment
banking services, and investment advisory services; banking
services; financial planning in the nature of cash flow
planning services; financial services, namely, coordination,
within a single investment account used to manage an
individual's cash inflows and outflows and reallocation of
capital to facilitate achievement of savings and free cash
flow goals; financial services, namely, wealth management
services; financial advice and consultancy services;
financial advisory and consultancy services; financial
consulting services, namely, expert analysis in finance and
savings; financial consulting services, namely, expert
analysis and assistance to facilitate achievement of savings
free cash flow goals; financial counseling services, namely,
helping 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 products, namely, money management services;
strategic financial advisory services; providing
information, metrics, advice, and guidance in the field of
personal finance well-being; providing information, metrics,
advice, and guidance in the field of personal finance
status; 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
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| August 9, 2023 | 2023/32 Gaz | EM | Rejection |
| November 9, 2022 | 2022/46 Gaz | EM | Rejection |
| October 26, 2022 | 2022/43 Gaz | AU | Rejection |
| September 16, 2022 | 2022/39 Gaz | US | Registration |
ID: 141689368