USPTO serial 87153700
WEALTHKIT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 5, 2020
- Examiner
- THOMPSON, HEATHER
- 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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Current trademark owner
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Owner
Calistoga, CA, US
San Jose, CA, US
San Jose, CA, US
SAN JOSE, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Robert B. Burlingame
Robert B. Burlingame Amplitude IP182 Howard Street, #2Calendar/Docketing DepartmentSan Francisco, CA 94105Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for tracking, monitoring, managing and reporting in the field of personal financial investments; downloadable software, namely, mobile applications for tracking, monitoring, managing and reporting in the field of personal financial investments; downloadable computer software that matches consumers with providers for services in the fields of banking, finance and investment, estate planning, insurance, healthcare, entertainment, sports and social events; downloadable software, namely, mobile application that matches consumers with providers for services in the fields of banking, finance and investment, estate planning, insurance, healthcare, entertainment, sports and social events; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data | ACTIVE | — |
| 036 | financial services, namely, wealth management services provided via global electronic networks; providing information, reporting and analysis in the fields of personal financial investments and wealth management; financial planning services provided via global electronic networks | ACTIVE | — |
| 042 | Temporary use of on-line, non-downloadable software for tracking, monitoring, managing and reporting in the field of personal financial investments; temporary use of non-downloadable software that matches consumers with providers for services in the fields of banking, finance and investment, estate planning, insurance, healthcare, entertainment, sports and social events; software as a service (SAAS) for tracking, monitoring, managing and reporting in the field of personal financial investments; software as a service (SAAS) for matching consumers with providers for services in the fields of banking, finance and investment, estate planning, insurance, healthcare, entertainment, sports and social events; temporary use of on-line, non-downloadable software for accessing, viewing, downloading, sharing, managing and saving personal investment account data | 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 WEALTHKIT, INC.
- Other trademarks owned by WealthKit, Inc.
- Other trademarks owned by Calistoga Ventures, Inc.
- Other trademarks owned by WEALTHKIT, INC.
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named WEALTHKIT
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 2, 2026 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 5, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 14, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 14, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 14, 2020 | 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. |
| Jun 14, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 14, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 5, 2020 | 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. |
| Apr 8, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 3, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 2, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 1, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 30, 2020 | IUAF | USE AMENDMENT FILED | — |
| Mar 30, 2020 | 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. |
| Oct 3, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 2, 2019 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Oct 2, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Sep 27, 2019 | EXT5 | SOU EXTENSION 5 FILED | — |
| Sep 27, 2019 | 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 22, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 20, 2019 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Mar 20, 2019 | EXT4 | SOU EXTENSION 4 FILED | — |
| Mar 20, 2019 | 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. |
| Feb 15, 2019 | 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 15, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 20, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 18, 2018 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Sep 18, 2018 | EXT3 | SOU EXTENSION 3 FILED | — |
| Sep 18, 2018 | 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 17, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 15, 2018 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Mar 15, 2018 | EXT2 | SOU EXTENSION 2 FILED | — |
| Mar 15, 2018 | 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 19, 2017 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 15, 2017 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Sep 15, 2017 | EXT1 | SOU EXTENSION 1 FILED | — |
| Sep 15, 2017 | 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 28, 2017 | NOAM | NOA E-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 31, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 31, 2017 | 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. |
| Jan 11, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 8, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 8, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Dec 8, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Dec 8, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Dec 8, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Dec 7, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 2, 2016 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Sep 1, 2016 | TAEA | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED | — |
| Sep 1, 2016 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Sep 1, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 1, 2016 | NWAP | NEW APPLICATION ENTERED | — |