Trademark: 97415131
Word
WEALTH OPERATING SYSTEM
Status
Pending
Status Code
649
Status Date
Thursday, December 14, 2023
Serial Number
97415131
Mark Type
4000
Filing Date
Tuesday, May 17, 2022

Trademark Owner History

Classifications
9 Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios for use by financial advisers; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry
35 Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users
42 Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)

Trademark Events
Dec 14, 2023
Notification For Req For Recon Denied No Appeal Filed
Dec 14, 2023
Action For Req For Recon Denied No Appeal Filed E-Mailed
Dec 14, 2023
Action Req For Recon Denied No Appeal Filed Counted Not Mailed
Dec 14, 2023
Teas/Email Correspondence Entered
Sep 5, 2023
Correspondence Received In Law Office
Dec 14, 2023
Teas/Email Correspondence Entered
Dec 14, 2023
Correspondence Received In Law Office
Dec 13, 2023
Notice Of Revival - E-Mailed
Dec 13, 2023
Assigned To Lie
Dec 13, 2023
Petition Granted - Response Received
Oct 19, 2023
Incomplete Petition Notice Mailed
Oct 17, 2023
Assigned To Petition Staff
Sep 5, 2023
Teas Response To Office Action Received
Sep 5, 2023
Teas Petition To Revive Received
Jun 16, 2023
Teas Request For Reconsideration Received
May 30, 2023
Notification Of Final Refusal Emailed
May 30, 2023
Final Refusal E-Mailed
May 30, 2023
Final Refusal Written
May 4, 2023
Teas/Email Correspondence Entered
May 3, 2023
Correspondence Received In Law Office
May 3, 2023
Teas Response To Office Action Received
Feb 10, 2023
Notification Of Non-Final Action E-Mailed
Feb 10, 2023
Non-Final Action E-Mailed
Feb 10, 2023
Non-Final Action Written
Feb 4, 2023
Assigned To Examiner
May 24, 2022
New Application Office Supplied Data Entered
May 20, 2022
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24