USPTO serial 79302134
W
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 18, 2023
- Examiner
- WILLISTON, JENNIFER LYNN
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
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Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for the management, analysis, and viewing of data relating to liquid and illiquid assets; downloadable computer programs for the management, analysis, and viewing of data relating to liquid and illiquid assets; downloadable software programmes for the management, analysis, and viewing of data relating to liquid and illiquid assets; apps, namely, downloadable software applications for smartphones, tablet PCs, e-readers and other mobile or stationary IT apparatus all for the management, analysis, and viewing of data relating to liquid and illiquid assets; downloadable electronic publications in the nature of articles and newsletters in the field of financial management; downloadable electronic printed publications in the nature of articles and newsletters in the field of financial management; downloadable brochures, newsletters and magazines in the field of financial management; downloadable computer software for financial management, tracking profitability of financial portfolios, risk analysis, handling of investments, accessing financial services, conducting of financial transactions, data compilation and analysis of business data, mortgages, loans, foreign currency, risk management, currency-risk management and investments; apps, namely, downloadable software application for smartphones, tablet PCs, e-readers and other portable or fixed IT apparatus for financial management, tracking profitability of financial portfolios, risk analysis, handling of investments, accessing financial services, conducting of financial transactions, data compilation and analysis of business data, mortgages, loans, foreign currency, risk management, currency-risk management and investments; downloadable computer databases in the field of financial management; downloadable computer software for data collection, processing and analysis, in particular for retrieving, uploading, downloading, accessing and managing of data; apps, namely, downloadable software applications for smartphones, tablet PCs, e-readers and other portable or fixed IT apparatus, all for data collection, processing and analysis, in particular for retrieving, uploading, downloading, accessing and managing of data; recorded electronic, magnetic and electromagnetic data carriers and data storage media, in particular compact discs, DVDs, optical data carriers, USB flash drives all featuring financial management information; sound recording carriers, namely, blank magnetic data carriers; image and sound carriers, namely, blank magnetic data carriers; image carriers, namely, blank magnetic data carriers; software carriers and digital storage media, namely, blank magnetic data carriers; blank smart cards; image, audio-visual, audio and video recordings, all of the foregoing featuring financial management information; downloadable music, audio, video and other multimedia recordings, all of the foregoing featuring financial management information | ACTIVE | — |
| 035 | Business analysis, research and information services; consumer market information services being consumer consultancy, namely, providing consumer information for consumers on commercial and business matters; business assistance, management and administration services; business risk management consultancy; collecting information for business, namely, collection of liquid and illiquid asset information for financial advisors and banks; collecting business information, namely, collection of liquid and illiquid asset information for financial advisors and banks; collection being compilation and systematisation of information into computer databases; business administration services; business consultancy and advisory services | ACTIVE | — |
| 036 | Financial management services provided via the internet; financial management; financial asset management for third parties; management of financial assets; financial asset and portfolio management; financial asset management; financial planning services; financial risk assessment services; private placement of hedge funds, private equity funds, securities and derivatives for others and venture capital investment services; venture capital investment services and project capital investment services; fixed income advisory investment services; independent financial planning advice; financial services provided by electronic means, namely, financial management services; computerised financial services, namely, financial management services; financial services, namely, wealth management services; financial services for brokers of financial products, namely, tracking and analyzing liquid and illiquid assets; investment consultancy; investment services, namely, tracking and analyzing liquid and illiquid assets; investment fund management; investment portfolio management services; providing information and consultancy in the field of financial evaluation; providing information and analysis via the internet in the field of financial investment; information services provided online from a computer database or the internet relating to information provided electronically about finance and capital investments in the field of financial planning and financial investment transactions; providing information via a website on in the field of financial research; providing on-line analysis and research information services in the field of financial investing; financial, banking and real estate affairs, the foregoing being financial tracking and analysis of liquid and illiquid assets all provided via an interactive communication network, namely, via the internet; trustee representations; financial evaluation for insurance, banking and real estate purposes; electronic funds transfer; finance services, namely, financial consulting services being expert analysis in finance; monetary affairs, namely, monetary strategy consultation and research | ACTIVE | — |
| 038 | Transmission of messages via electronic and audiovisual media; information transmission services via digital networks; providing on-line forums for transmission of messages among computer users; computer-aided transmission of messages, data, sound and images; sound and image transmission via interactive multimedia networks; digital information transmission services; streaming of data, of audio or and video material on the internet; provision of online discussion boards for transmission of messages among users in the field of financial consultancy, financial management, and banking | ACTIVE | — |
| 042 | Hosting services, namely web site hosting services; software as a service [SaaS], namely, hosting software for use by others for the management, analysis, and viewing of data relating to liquid and illiquid assets; design and development of computer hardware and software; providing of online non-downloadable computer software for temporary use for import and management of data; designing, managing and monitoring online forums for discussion; design of communication systems; development of systems for the transmission of data; creation of internet web sites for others; creating electronically stored web pages for others for online services and the internet; development of software for apps which can be downloaded from a global computer network; hosting an internet platform for others in relation to financial management, tracking profitability of financial portfolios, risk analysis, handling of investments, financial services, conducting of financial transactions, data compilation and analysis of business data, mortgages, loans, foreign currency, risk management, currency-risk management and investments; hosting of an electronic system for others in relation to financial management, tracking profitability of financial portfolios, risk analysis, handling of investments, financial services, conducting of financial transactions, data compilation and analysis of business data, mortgages, loans, foreign currency, risk management, currency-risk management and investments; hosting of an electronic platform for others in relation to financial management, tracking profitability of financial portfolios, risk analysis, handling of investments, financial services, conducting of financial transactions, data compilation and analysis of business data, mortgages, loans, foreign currency, risk management, currency-risk management and investments | ACTIVE | — |
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 wealthpilot GmbH
- Other trademarks owned by wealthpilot GmbH
- Other trademarks owned by wealthpilot GmbH
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 038
- Other trademarks in Class 042
- Similar marks named W
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 19, 2026 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Mar 12, 2026 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Nov 6, 2023 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Oct 18, 2023 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Oct 18, 2023 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Oct 18, 2023 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Jul 18, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 18, 2023 | 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. |
| May 2, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 2, 2023 | 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. |
| May 1, 2023 | GPNX | NOTIFICATION PROCESSED BY IB | — |
| Apr 12, 2023 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Apr 12, 2023 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| Apr 12, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 4, 2022 | OPNX | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB | — |
| Jun 15, 2022 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Jun 15, 2022 | OPNR | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB | — |
| Apr 29, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 8, 2021 | CNEA | EXAMINERS AMENDMENT MAILED | — |
| Oct 26, 2021 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Oct 13, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 13, 2021 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 13, 2021 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 13, 2021 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 13, 2021 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 9, 2021 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Oct 9, 2021 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Oct 9, 2021 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 9, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 8, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 8, 2021 | 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 13, 2021 | RFNT | REFUSAL PROCESSED BY IB | — |
| Mar 22, 2021 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Mar 22, 2021 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Mar 19, 2021 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Mar 18, 2021 | 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. |
| Mar 15, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 19, 2021 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 15, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 14, 2021 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |