USPTO serial 79333848
W
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 31, 2023
- Examiner
- KNIGHT, TROY FRANK
- 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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File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Daniel C. Neustadt
Daniel C. Neustadt Holland & Knight LLP800 17th Street NW, Suite 1100Washington, DC 20006UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable and recorded mobile application software for use in accessing and managing financial investments; downloadable and recorded mobile application software for wealth management, financial planning, investment counseling and advisory services; downloadable and recorded mobile application software for providing advisory services in the field of credit and debit control, investment, grants and financing of loans; downloadable and recorded mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; downloadable and recorded mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; downloadable and recorded mobile application software for automated investment management; downloadable and recorded mobile application software for financial consultation in the field of cryptocurrency; downloadable and recorded mobile application software for financial asset management, namely, maintaining possession and records of financial assets of others; downloadable and recorded mobile application software for investment and management of portfolios of transferable securities and investment funds; downloadable and recorded mobile application software for providing financial lending and financing services, capital investment services; downloadable and recorded mobile application software for providing brokerage services, namely, discount brokerage services, on-line brokerage services, day trading services, and online trading; downloadable and recorded mobile application software for online trading of securities, namely, managing orders and monitoring account balances; downloadable and recorded mobile application software for providing securities market research services, namely, constructing model portfolios of securities; downloadable and recorded mobile application software for providing account management services, namely, automated fee processing, statement production, and investment management; downloadable and recorded mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; downloadable and recorded mobile application software for providing stock and securities market information; downloadable and recorded mobile application software for providing online access to trading software; downloadable and recorded mobile application software for providing financial information in the field of securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services; downloadable and recorded mobile application software for providing business news and commentary in the field of blockchain technology and cryptocurrency; downloadable and recorded mobile application software for providing online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; downloadable and recorded mobile application software for providing financial trust and estate services, namely, trust company services, estate planning, estate management; downloadable and recorded mobile application software for providing mortgage services and providing mortgage information; downloadable and recorded mobile application software for providing insurance services and providing insurance information; downloadable and recorded mobile application software for management of tax registered plans; downloadable and recorded mobile application software for providing securities brokerage account services and margin loan services; downloadable and recorded mobile application software for providing tax and taxation planning, advice, information and consultancy services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing | ACTIVE | — |
| 035 | Tax and taxation planning, advice, information and consultancy services; tax preparation services; tax filing services; preparing income tax reports; tax auditing services | ACTIVE | — |
| 036 | Financial and investment services, namely, financial investments in the field of securities; financial management; financial management via the internet; financial planning and investment advisory services; money transfer; electronic transfer of funds; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money wiring services; money exchange services; financial services, namely, wealth management services; investment and management of portfolios of transferable securities and investment funds; automated investment management; financial planning, investment counseling and advisory services; financial advisory services in the field of credit and debit control, investment, grants and financing of loans; financial consultation in the field of cryptocurrency; financial asset management, namely, maintaining possession and records of financial assets of others; financial lending and financing services; capital investment services; financial services, namely, cryptocurrency trading services in the nature of provision of a cryptocurrency blockchain for digital currency exchange and trading services; securities brokerage services, namely, discount securities brokerage services, on-line securities brokerage services, securities day trading services, and online securities trading; online trading of securities, namely, managing orders and monitoring account balances; securities market research services, namely, financial research in the involving constructing model portfolios of securities; account management services, namely, payment processing services in the field of credit card payments in the nature of automated fee processing and statement production; investment management; financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; providing stock and securities market information; providing securities clearing, namely, securities trading services; securities underwriting; option trading, futures trading, currency trading, cryptocurrency trading, commodities trading; financial advisory services; online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; financial trust and estate services, namely, trust company services being estate planning and estate management; mortgage financing and brokerage services and providing mortgage financial information; insurance brokerage services and providing insurance information; management of tax registered plans, namely, tax payment processing services; securities brokerage account services and margin loan services, namely, loan financing; payroll tax debiting, namely, tax payment processing services; tax payment processing services | ACTIVE | — |
| 041 | Providing on-line news in the field of finance; providing business news and commentary in the field of blockchain technology and cryptocurrency | ACTIVE | — |
| 042 | Providing software as a service (SAAS) services featuring temporary use of non-downloadable software to simulate securities market activity in order to permit user to practice the skills of trading securities; software as a service (SAAS) services featuring trading software for securities, options, futures, currency, cryptocurrency and commodities; software as a service (SAAS) services featuring financial software for financial advisory services | ACTIVE | — |
| 045 | Technology licensing, namely, licensing of intellectual property and licensing mobile application software for use in accessing and managing financial 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 Wealthsimple Technologies Inc.
- Other trademarks owned by Wealthsimple Technologies Inc.
- Other trademarks owned by Wealthsimple Technologies Inc.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Other trademarks in Class 045
- Similar marks named W
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 22, 2023 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| May 30, 2023 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| May 8, 2023 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| May 8, 2023 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Apr 30, 2023 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Jan 31, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 31, 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. |
| Nov 15, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 15, 2022 | 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. |
| Oct 26, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 7, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 13, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 12, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 12, 2022 | 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. |
| May 25, 2022 | RFNT | REFUSAL PROCESSED BY IB | — |
| May 4, 2022 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| May 3, 2022 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Mar 24, 2022 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Mar 23, 2022 | 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 2, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 22, 2022 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Feb 18, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 17, 2022 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |