USPTO serial 78590175
WEALTHIQ
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 23, 2010
- Examiner
- SMITH, REBECCA A
- Law office
- TMO LAW OFFICE 110
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
INFORMA INVESTMENT SOLUTIONS, INC.
NEW YORK, NY
Other trademarks owned by INFORMA INVESTMENT SOLUTIONS, INC.
Nashville, TN
Nashville, TN
INFORMA BUSINESS INTELLIGENCE, INC.
New York, NY
Other trademarks owned by INFORMA BUSINESS INTELLIGENCE, INC.
INFORMA BUSINESS INTELLIGENCE LLC
NEW YORK, NY
INFORMA INVESTMENT SOLUTIONS, INC.
White Plains, NY
Other trademarks owned by INFORMA INVESTMENT SOLUTIONS, INC.
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kathryn Starshak
KATHRYN STARSHAK K&L GATES LLPP.O. Box 1135CHICAGO, IL 60690-1135UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | [Computer software for financial data gathering and reporting services, namely, software for transmitting information related to financial analysis and investment tracking portfolio and data analysis and management, investment reporting, and investment performance measurement via electronic communications networks, and attribution analysis reports and graphs; computer software, namely, software for exchanging information between investors, financial institutions and financial advisors over computer networks and global communication networks, all in the fields of finance, investment, money and banking] | SECTION 8 - CANCELLED | Oct 22, 2008 |
| 042 | Application service provider services, namely, hosting computer software applications of others on a computer server for a global computer network and temporary use of online non-downloadable software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, portfolio measurement reporting services for institutional investors, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting | ACTIVE | Oct 22, 2008 |
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 INFORMA INVESTMENT SOLUTIONS, INC.
- Other trademarks owned by Investment Scorecard, Inc.
- Other trademarks owned by Investment Scorecard, Inc.
- Other trademarks owned by INFORMA BUSINESS INTELLIGENCE, INC.
- Other trademarks owned by INFORMA BUSINESS INTELLIGENCE LLC
- Other trademarks owned by INFORMA INVESTMENT SOLUTIONS, INC.
- Other trademarks in Class 009
- Other trademarks in Class 042
- Similar marks named WEALTHIQ
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 29, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 10, 2020 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Apr 10, 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. |
| Apr 10, 2020 | 9G8P | REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8 | — |
| Apr 10, 2020 | 8PRT | REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED | — |
| Apr 10, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 13, 2020 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Feb 23, 2019 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Sep 13, 2018 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 13, 2018 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 19, 2016 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jul 19, 2016 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Apr 16, 2016 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 24, 2016 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Feb 18, 2016 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 1, 2015 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 1, 2015 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 2, 2013 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 2, 2013 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 23, 2011 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Feb 23, 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. |
| Jan 21, 2010 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Jan 19, 2010 | ALIE | ASSIGNED TO LIE | — |
| Dec 28, 2009 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 13, 2009 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 13, 2009 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Sep 28, 2009 | 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 26, 2009 | IUAF | USE AMENDMENT FILED | — |
| Mar 26, 2009 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Mar 26, 2009 | EXT5 | SOU EXTENSION 5 FILED | — |
| Mar 26, 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 17, 2008 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Aug 17, 2008 | EXT4 | SOU EXTENSION 4 FILED | — |
| Aug 17, 2008 | 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. |
| Apr 3, 2008 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Apr 2, 2008 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Mar 26, 2008 | EXT3 | SOU EXTENSION 3 FILED | — |
| Mar 26, 2008 | 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. |
| Mar 26, 2008 | 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 26, 2008 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 25, 2007 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Sep 25, 2007 | EXT2 | SOU EXTENSION 2 FILED | — |
| Sep 25, 2007 | 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. |
| Mar 14, 2007 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 14, 2007 | EXT1 | SOU EXTENSION 1 FILED | — |
| Mar 14, 2007 | 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. |
| Sep 26, 2006 | 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. |
| Jul 4, 2006 | 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. |
| Jun 14, 2006 | NPUB | NOTICE OF PUBLICATION | — |
| May 11, 2006 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 5, 2006 | ALIE | ASSIGNED TO LIE | — |
| May 3, 2006 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 27, 2006 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 13, 2006 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 13, 2006 | 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. |
| Oct 13, 2005 | 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. |
| Oct 13, 2005 | CNRT | 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. |
| Oct 12, 2005 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 23, 2005 | NWAP | NEW APPLICATION ENTERED | — |