CAPITALIZE 401(K) FINDER
Live / Registered — Registered (as of 25 Aug 2026)
What this means for you
Registered since 25 Aug 2026. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 25 Aug 2032: the §8 declaration of use).
Record
- Serial number
- 98041536
- Registration number
- 8413585
- Mark type
- Word mark
- Filed
- 14 Jun 2023
- Published for opposition
- 10 Dec 2024
- Registered
- 25 Aug 2026
- Next maintenance filing
- §8 declaration of use, due by 25 Aug 2032 (grace period to 25 Feb 2033)
- Attorney of record
- Kathleen M. Burch
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, assisting individuals with locating, establishing and managing retirement savings accounts, the foregoing expressly excluding lending and real estate activities of any kind
- Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for use in locating, managing and consolidating 401k retirement and investment plans; Providing temporary use of on-line non-downloadable computer software and providing online non-downloadable computer software platforms in the field of financial services, namely, for investment management and consolidation, investment tracking, and investment portfolio management; Providing temporary use of online non-downloadable interactive investment account management software
Owner
- Capitalize Money, Inc., New York, NY, US
- Capitalize Money, Inc., New York, NY, US
- Capitalize Money, Inc., New York, MA, US
Prosecution history
- 25 Aug 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 25 Aug 2026 — REGISTERED-PRINCIPAL REGISTER
- 31 Jul 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 31 Jul 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 28 May 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 28 May 2026 — STATEMENT OF USE PROCESSING COMPLETE
- 02 Feb 2026 — USE AMENDMENT FILED
- 28 May 2026 — SOU EXTENSION 2 GRANTED
- 01 Feb 2026 — SOU EXTENSION 2 FILED
- 28 May 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 02 Feb 2026 — TEAS STATEMENT OF USE RECEIVED
- 02 Feb 2026 — SOU TEAS EXTENSION RECEIVED
- 02 Aug 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 01 Aug 2025 — SOU EXTENSION 1 GRANTED
- 01 Aug 2025 — SOU EXTENSION 1 FILED