USPTO serial 87704336
WEALTHTECH
Reviewed by CopyMark Law Group
Reg. 5624399Status 710
- Filing date
- Status date
- Registration date
- Dec 4, 2018
- Examiner
- JACKSON, STEVEN W
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Brooke Erdos Singer
Brooke Erdos Singer Davis+Gilbert LLP1675 Broadway31st FloorNew York, NY 10019Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software for development of algorithmic financial planning strategies; computer software for simulations and analysis of algorithmic financial planning strategies; computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; computer software for maintenance of products and services of financial profiles used in algorithmic financial planning | SECTION 8 - CANCELLED | Oct 17, 2017 |
| 042 | Software as a service (SAAS) services featuring cloud based software for development and maintenance of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for delivering personal and household financial planning and advice using algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering trusts and estates planning using algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized financial services integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized investment advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized money management advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized consumer advice integrated with algorithmic financial planning strategies | SECTION 8 - CANCELLED | Oct 17, 2017 |
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 |
|---|---|---|---|
| Aug 6, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 20, 2025 | C8.. | CANCELLED SEC. 8 (6-YR) | — |
| Apr 24, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 4, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 18, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 18, 2023 | 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. |
| Jul 18, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 23, 2022 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Apr 13, 2022 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Aug 27, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 27, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 27, 2021 | 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. |
| Aug 27, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 27, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 4, 2018 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Nov 1, 2018 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Oct 27, 2018 | ALIE | ASSIGNED TO LIE | — |
| Oct 13, 2018 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Sep 17, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 15, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 15, 2018 | 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. |
| Mar 21, 2018 | 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. |
| Mar 21, 2018 | 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. |
| Mar 21, 2018 | 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, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 12, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 5, 2017 | NWAP | NEW APPLICATION ENTERED | — |