USPTO serial 87704339
WTI
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 24, 2022
- Examiner
- JACKSON,STEVEN W
- 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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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David Jackson
David Jackson Womble Bond Dickinson (US) LLP201 E Washington StreetPhoenix, AZ 85004United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning with multiple prioritized goals; creating personalized algorithmic financial planning strategies with multiple prioritized goals; customized financial services, namely, investment management, investment brokerage and insurance consultancy, integrated with algorithmic financial planning strategies with multiple prioritized goals; customized financial investment advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized money management financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized consumer financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals | ACTIVE | Aug 1, 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 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 | ACTIVE | Aug 1, 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.
- Other trademarks owned by Wealth Technologies Inc.
- Other trademarks owned by Wealth Technologies Inc.
- Other trademarks owned by Wealth Technologies Inc.
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named WTI
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 5, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 5, 2026 | 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. |
| Jan 5, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 5, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 5, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 6, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 12, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 12, 2025 | 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 12, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 12, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 12, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 24, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| 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 | — |
| May 25, 2022 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 24, 2022 | 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 19, 2022 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 18, 2022 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 13, 2022 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Apr 11, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 11, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 11, 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. |
| Oct 18, 2021 | 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 18, 2021 | 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 18, 2021 | CNRT | SU - 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 7, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 7, 2021 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| 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 | — |
| Jul 29, 2021 | IUAF | USE AMENDMENT FILED | — |
| Jul 29, 2021 | EPPA | TEAS POST PUBLICATION AMENDMENT RECEIVED | — |
| Jul 29, 2021 | 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. |
| Feb 10, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 9, 2021 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Feb 6, 2021 | EXT5 | SOU EXTENSION 5 FILED | — |
| Feb 6, 2021 | 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. |
| Nov 5, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 4, 2020 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Nov 2, 2020 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Oct 31, 2020 | TPEX | SOU EXTENSION RECEIVED WITH TEAS PETITION | — |
| Oct 31, 2020 | PETG | PETITION TO REVIVE-GRANTED | — |
| Oct 31, 2020 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Sep 8, 2020 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Sep 7, 2020 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Aug 7, 2020 | EXT4 | SOU EXTENSION 4 FILED | — |
| Feb 12, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 11, 2020 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Feb 6, 2020 | EXT3 | SOU EXTENSION 3 FILED | — |
| Feb 6, 2020 | 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. |
| Aug 10, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 9, 2019 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Aug 9, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 6, 2019 | EXT2 | SOU EXTENSION 2 FILED | — |
| Aug 6, 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 7, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 5, 2019 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Feb 5, 2019 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 5, 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. |
| Aug 7, 2018 | 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. |
| Jun 12, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 12, 2018 | 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 23, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 7, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 4, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 4, 2018 | ALIE | ASSIGNED TO LIE | — |
| May 4, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 4, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 4, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 27, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 27, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 27, 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 | — |