Trademark: 97415143
Word
WEALTH OS
Status
Dead
Status Code
602
Status Date
Tuesday, January 9, 2024
Serial Number
97415143
Mark Type
4000
Filing Date
Tuesday, May 17, 2022
Abandoned Date
Tuesday, December 26, 2023

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
Jan 9, 2024
Abandonment Notice E-Mailed - Failure To Respond
Jan 9, 2024
Abandonment Notice E-Mailed - Failure To Respond
Jan 9, 2024
Abandonment - Failure To Respond Or Late Response
Sep 25, 2023
Notification Of Non-Final Action E-Mailed
Sep 25, 2023
Non-Final Action E-Mailed
Sep 25, 2023
Non-Final Action Written
Aug 31, 2023
Teas/Email Correspondence Entered
Aug 30, 2023
Correspondence Received In Law Office
Aug 30, 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 11, 2023
Notification Of Non-Final Action E-Mailed
Feb 11, 2023
Non-Final Action E-Mailed
Feb 11, 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