Word

W

Status

Registered

Status Code

700

Status Date

Tuesday, July 18, 2023

Serial Number

79302134

Registration Number

7109606

Registration Date

Tuesday, July 18, 2023

Mark Type

5000

Filing Date

Wednesday, October 14, 2020

Published for Opposition

Tuesday, May 2, 2023

Trademark Owner History

wealthpilot GmbH - Original Registrant

Classifications

9 Downloadable computer software for the management, analysis, and viewing of data relating to liquid and illiquid assets; downloadable computer programs for the management, analysis, and viewing of data relating to liquid and illiquid assets; downloadable software programmes for the management, analysis, and viewing of data relating to liquid and illiquid assets; apps, namely, downloadable software applications for smartphones, tablet PCs, e-readers and other mobile or stationary IT apparatus all for the management, analysis, and viewing of data relating to liquid and illiquid assets; downloadable electronic publications in the nature of articles and newsletters in the field of financial management; downloadable electronic printed publications in the nature of articles and newsletters in the field of financial management; downloadable brochures, newsletters and magazines in the field of financial management; downloadable computer software for financial management, tracking profitability of financial portfolios, risk analysis, handling of investments, accessing financial services, conducting of financial transactions, data compilation and analysis of business data, mortgages, loans, foreign currency, risk management, currency-risk management and investments; apps, namely, downloadable software application for smartphones, tablet PCs, e-readers and other portable or fixed IT apparatus for financial management, tracking profitability of financial portfolios, risk analysis, handling of investments, accessing financial services, conducting of financial transactions, data compilation and analysis of business data, mortgages, loans, foreign currency, risk management, currency-risk management and investments; downloadable computer databases in the field of financial management; downloadable computer software for data collection, processing and analysis, in particular for retrieving, uploading, downloading, accessing and managing of data; apps, namely, downloadable software applications for smartphones, tablet PCs, e-readers and other portable or fixed IT apparatus, all for data collection, processing and analysis, in particular for retrieving, uploading, downloading, accessing and managing of data; recorded electronic, magnetic and electromagnetic data carriers and data storage media, in particular compact discs, DVDs, optical data carriers, USB flash drives all featuring financial management information; sound recording carriers, namely, blank magnetic data carriers; image and sound carriers, namely, blank magnetic data carriers; image carriers, namely, blank magnetic data carriers; software carriers and digital storage media, namely, blank magnetic data carriers; blank smart cards; image, audio-visual, audio and video recordings, all of the foregoing featuring financial management information; downloadable music, audio, video and other multimedia recordings, all of the foregoing featuring financial management information

38 Transmission of messages via electronic and audiovisual media; information transmission services via digital networks; providing on-line forums for transmission of messages among computer users; computer-aided transmission of messages, data, sound and images; sound and image transmission via interactive multimedia networks; digital information transmission services; streaming of data, of audio or and video material on the internet; provision of online discussion boards for transmission of messages among users in the field of financial consultancy, financial management, and banking

36 Financial management services provided via the internet; financial management; financial asset management for third parties; management of financial assets; financial asset and portfolio management; financial asset management; financial planning services; financial risk assessment services; private placement of hedge funds, private equity funds, securities and derivatives for others and venture capital investment services; venture capital investment services and project capital investment services; fixed income advisory investment services; independent financial planning advice; financial services provided by electronic means, namely, financial management services; computerised financial services, namely, financial management services; financial services, namely, wealth management services; financial services for brokers of financial products, namely, tracking and analyzing liquid and illiquid assets; investment consultancy; investment services, namely, tracking and analyzing liquid and illiquid assets; investment fund management; investment portfolio management services; providing information and consultancy in the field of financial evaluation; providing information and analysis via the internet in the field of financial investment; information services provided online from a computer database or the internet relating to information provided electronically about finance and capital investments in the field of financial planning and financial investment transactions; providing information via a website on in the field of financial research; providing on-line analysis and research information services in the field of financial investing; financial, banking and real estate affairs, the foregoing being financial tracking and analysis of liquid and illiquid assets all provided via an interactive communication network, namely, via the internet; trustee representations; financial evaluation for insurance, banking and real estate purposes; electronic funds transfer; finance services, namely, financial consulting services being expert analysis in finance; monetary affairs, namely, monetary strategy consultation and research

35 Business analysis, research and information services; consumer market information services being consumer consultancy, namely, providing consumer information for consumers on commercial and business matters; business assistance, management and administration services; business risk management consultancy; collecting information for business, namely, collection of liquid and illiquid asset information for financial advisors and banks; collecting business information, namely, collection of liquid and illiquid asset information for financial advisors and banks; collection being compilation and systematisation of information into computer databases; business administration services; business consultancy and advisory services

42 Hosting services, namely web site hosting services; software as a service [SaaS], namely, hosting software for use by others for the management, analysis, and viewing of data relating to liquid and illiquid assets; design and development of computer hardware and software; providing of online non-downloadable computer software for temporary use for import and management of data; designing, managing and monitoring online forums for discussion; design of communication systems; development of systems for the transmission of data; creation of internet web sites for others; creating electronically stored web pages for others for online services and the internet; development of software for apps which can be downloaded from a global computer network; hosting an internet platform for others in relation to financial management, tracking profitability of financial portfolios, risk analysis, handling of investments, financial services, conducting of financial transactions, data compilation and analysis of business data, mortgages, loans, foreign currency, risk management, currency-risk management and investments; hosting of an electronic system for others in relation to financial management, tracking profitability of financial portfolios, risk analysis, handling of investments, financial services, conducting of financial transactions, data compilation and analysis of business data, mortgages, loans, foreign currency, risk management, currency-risk management and investments; hosting of an electronic platform for others in relation to financial management, tracking profitability of financial portfolios, risk analysis, handling of investments, financial services, conducting of financial transactions, data compilation and analysis of business data, mortgages, loans, foreign currency, risk management, currency-risk management and investments

The mark consists of a grey stylized letter "W".
The color(s) grey is/are claimed as a feature of the mark.

Trademark Events

Nov 6, 2023

Final Decision Transaction Processed By Ib

Oct 18, 2023

Final Disposition Notice Sent To Ib

Oct 18, 2023

Final Disposition Processed

Oct 18, 2023

Final Disposition Notice Created, To Be Sent To Ib

Jul 18, 2023

Notice Of Registration Confirmation Emailed

Jul 18, 2023

Registered-Principal Register

May 2, 2023

Official Gazette Publication Confirmation E-Mailed

May 2, 2023

Published For Opposition

May 1, 2023

Notification Processed By Ib

Apr 12, 2023

Notification Of Possible Opposition Sent To Ib

Apr 12, 2023

Notice Of Start Of Opposition Period Created, To Be Sent To Ib

Apr 12, 2023

Notification Of Notice Of Publication E-Mailed

Jul 4, 2022

Notification Of Possible Opposition - Processed By Ib

Jun 15, 2022

Notification Of Possible Opposition Sent To Ib

Jun 15, 2022

Notification Of Possible Opposition Created, To Be Sent To Ib

Apr 29, 2022

Assigned To Examiner

Nov 8, 2021

Examiners Amendment Mailed

Oct 26, 2021

Withdrawn From Pub - Og Review Query

Oct 13, 2021

Approved For Pub - Principal Register

Oct 13, 2021

Examiner's Amendment Entered

Oct 13, 2021

Notification Of Examiners Amendment E-Mailed

Oct 13, 2021

Examiners Amendment E-Mailed

Oct 13, 2021

Examiners Amendment -Written

Oct 9, 2021

Notification Of Final Refusal Emailed

Oct 9, 2021

Final Refusal E-Mailed

Oct 9, 2021

Final Refusal Written

Sep 9, 2021

Teas/Email Correspondence Entered

Sep 8, 2021

Correspondence Received In Law Office

Sep 8, 2021

Teas Response To Office Action Received

Apr 13, 2021

Refusal Processed By Ib

Mar 22, 2021

Non-Final Action Mailed - Refusal Sent To Ib

Mar 22, 2021

Refusal Processed By Mpu

Mar 19, 2021

Non-Final Action (Ib Refusal) Prepared For Review

Mar 18, 2021

Non-Final Action Written

Mar 15, 2021

Assigned To Examiner

Jan 19, 2021

Application Filing Receipt Mailed

Jan 15, 2021

New Application Office Supplied Data Entered

Jan 14, 2021

Sn Assigned For Sect 66a Appl From Ib