USPTO serial 77281548
WEALTH DOCX
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 7, 2010
- Examiner
- BENJAMIN,SARA NICOLE
- Law office
- GENERIC WEB UPDATE
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Current trademark owner
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Owner
Madison, WI
Madison, WI
Madison, WI
JERSEY CITY, NJ
Draper, UT
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for document assembly and word processing, namely, in the areas of estate planning, tax planning and law office management | ACTIVE | Aug 31, 2009 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by WealthCounsel, LLC
- Other trademarks owned by WealthCounsel, LLC
- Other trademarks owned by WealthCounsel, LLC
- Other trademarks owned by WEALTHCOUNSEL, LLC
- Other trademarks owned by WEALTHCOUNSEL PROPERTIES, LLC
- Other trademarks in Class 009
- Similar marks named WEALTH DOCX
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 26, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 24, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 28, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 28, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 28, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 28, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 28, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 19, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 27, 2020 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Aug 27, 2020 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Aug 27, 2020 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Aug 19, 2020 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Jul 9, 2020 | PR89 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 | — |
| Jul 9, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 1, 2020 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Apr 24, 2019 | A7OK | AMENDMENT UNDER SECTION 7 - PROCESSED | — |
| Mar 8, 2019 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Feb 19, 2019 | PRAM | POST REGISTRATION ACTION MAILED - SEC. 7 | — |
| Feb 12, 2019 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 4, 2019 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Dec 20, 2017 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Mar 14, 2017 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 14, 2017 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 11, 2016 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Dec 10, 2016 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Dec 9, 2016 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 9, 2016 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 9, 2016 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 29, 2016 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Aug 23, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 6, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 19, 2016 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 19, 2016 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 7, 2015 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 9, 2015 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 9, 2015 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 19, 2011 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 7, 2010 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Nov 2, 2010 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Nov 1, 2010 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Oct 27, 2010 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 27, 2010 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 27, 2010 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 27, 2010 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 27, 2010 | SNEA | SU-EXAMINER'S AMENDMENT WRITTEN | — |
| Oct 6, 2010 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 6, 2010 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 5, 2010 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 17, 2010 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 17, 2010 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 17, 2010 | CNRT | SU - NON-FINAL ACTION - WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 27, 2010 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 27, 2010 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 23, 2010 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 14, 2010 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 14, 2010 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 14, 2010 | CNRT | SU - NON-FINAL ACTION - WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 16, 2010 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 10, 2010 | IUAF | USE AMENDMENT FILED | — |
| Mar 10, 2010 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Sep 10, 2009 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Sep 10, 2009 | EXT1 | SOU EXTENSION 1 FILED | — |
| Sep 10, 2009 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Aug 27, 2009 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 10, 2009 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jan 29, 2009 | NEWN | NEW NOA TO ISSUE | — |
| Jan 29, 2009 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 26, 2009 | PETG | PETITION TO REVIVE-GRANTED | — |
| Jan 26, 2009 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Jan 15, 2009 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 15, 2009 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 5, 2009 | MAB6 | ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Jan 5, 2009 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Dec 3, 2008 | IUCN | NOTICE OF ALLOWANCE CANCELLED | — |
| Jun 3, 2008 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Mar 11, 2008 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Feb 20, 2008 | NPUB | NOTICE OF PUBLICATION | — |
| Feb 5, 2008 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 5, 2008 | ALIE | ASSIGNED TO LIE | — |
| Dec 28, 2007 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 19, 2007 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 21, 2007 | MPMK | NOTICE OF PSEUDO MARK MAILED | — |
| Sep 20, 2007 | NWAP | NEW APPLICATION ENTERED | — |