Trademark: 97728352
Word
WEALTHOS
Status
Pending
Status Code
653
Status Date
Sunday, March 24, 2024
Serial Number
97728352
Mark Type
4000
Filing Date
Thursday, December 22, 2022

Trademark Owner History

Classifications
42 Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth management, savings, investment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth management, asset management, portfolio management, investment management, fund management, model portfolio management, data management, data aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational users, product providers, financial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactions, asset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recording, management and manipulation
WEALTH OS WEALTH OPERATING SYSTEM

Trademark Events
Mar 24, 2024
Notification Of Letter Of Suspension E-Mailed
Mar 24, 2024
Letter Of Suspension E-Mailed
Mar 24, 2024
Suspension Letter Written
Feb 14, 2024
Teas/Email Correspondence Entered
Feb 14, 2024
Correspondence Received In Law Office
Feb 14, 2024
Teas Response To Office Action Received
Nov 14, 2023
Notification Of Non-Final Action E-Mailed
Nov 14, 2023
Non-Final Action E-Mailed
Nov 14, 2023
Non-Final Action Written
Sep 22, 2023
Assigned To Examiner
Jan 19, 2023
New Application Office Supplied Data Entered
Dec 26, 2022
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24