Trademark: 97415151
Word
WEALTHOS
Status
Pending
Status Code
688
Status Date
Tuesday, December 12, 2023
Serial Number
97415151
Mark Type
4
Filing Date
Tuesday, May 17, 2022
Published for Opposition
Tuesday, October 17, 2023

Trademark Owner History
Copia Wealth Studios Inc. - Owner At Publication

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)
WEALTH OS

Trademark Events
May 20, 2022
New Application Entered
May 24, 2022
New Application Office Supplied Data Entered
Feb 4, 2023
Assigned To Examiner
Feb 11, 2023
Non-Final Action Written
Feb 11, 2023
Non-Final Action E-Mailed
Feb 11, 2023
Notification Of Non-Final Action E-Mailed
May 3, 2023
Teas Response To Office Action Received
May 3, 2023
Correspondence Received In Law Office
May 4, 2023
Teas/Email Correspondence Entered
May 29, 2023
Final Refusal Written
May 29, 2023
Final Refusal E-Mailed
May 29, 2023
Notification Of Final Refusal Emailed
Jun 16, 2023
Teas Request For Reconsideration Received
Jun 17, 2023
Review Of Correspondence Complete
Jun 20, 2023
Approved For Pub - Principal Register
Jul 4, 2023
Withdrawn From Pub - Og Review Query
Jul 11, 2023
Previous Allowance Count Withdrawn
Jul 15, 2023
Non-Final Action Written
Jul 15, 2023
Non-Final Action E-Mailed
Jul 15, 2023
Notification Of Non-Final Action E-Mailed
Aug 28, 2023
Correspondence Received In Law Office
Aug 28, 2023
Teas Response To Office Action Received
Aug 29, 2023
Teas/Email Correspondence Entered
Sep 8, 2023
Approved For Pub - Principal Register
Sep 27, 2023
Notification Of Notice Of Publication E-Mailed
Oct 17, 2023
Published For Opposition
Oct 17, 2023
Official Gazette Publication Confirmation E-Mailed
Dec 12, 2023
Noa E-Mailed - Sou Required From Applicant
Jun 12, 2024
Teas Statement Of Use Received

Trademark Alertz updated from USPTO on 2030-01-24