USPTO serial 86336224
WEALTHCLOUD AN INTEGRATED WEALTH PLATFORM
Reviewed by CopyMark Law Group
Status 601
- Filing date
- Status date
- Registration date
- —
- Examiner
- FLETCHER, TRACY L
- Law office
- TMO LAW OFFICE 115 - EXAMINING ATTORNEY ASSIGNED
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Lisa B. Scher
LISA B. SCHER LAW OFFICE OF LISA B. SCHER, LLC10 LLANFAIR RD UNIT 6ARDMORE, PA 19003-2325UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services-namely, investment consulting, portfolio management; Trust advisory, consultation, and money management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning, forecasting and reporting on performance and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized wealth management strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, electronic and social media, mobile telephone, hand held devices, and facsimile, to various organizations, which may include but are not limited to, corporations, registered independent financial agents, single family offices, multi-family offices, law firms and banks | ACTIVE | — |
| 042 | Providing temporary use of cloud-based non-downloadable software and applications which features an administrative desktop with an enhanced CRM function, investment accounting repository and financial reporting engine to aid the financial industry namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts | 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 11, 2014 | MAB1 | ABANDONMENT NOTICE MAILED - EXPRESS ABANDONMENT | — |
| Dec 11, 2014 | ABN1 | ABANDONMENT - EXPRESS MAILED | — |
| Dec 10, 2014 | EXAR | TEAS EXPRESS ABANDONMENT RECEIVED | — |
| Oct 30, 2014 | 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. |
| Oct 30, 2014 | 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 30, 2014 | 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 24, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 19, 2014 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jul 18, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 17, 2014 | NWAP | NEW APPLICATION ENTERED | — |