USPTO serial 87924322
WEALTH TECHNOLOGIES
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- MICHOS, LESLIE BISHOP
- Law office
- TMEG LAW OFFICE 107 - MANAGING ATTORNEY
What this means
These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances. If abandonment was unintentional, consult counsel about a petition to revive. Otherwise file a new application if protection is still needed.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Brenda Pomerance
BRENDA POMERANCE LAW OFFICE OF BRENDA POMERANCE310 WEST 52 ST STE 27BNEW YORK, NY 10019UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software for delivering automated step-by-step personal and household financial planning and guidance using 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 financial profiles used in algorithmic financial planning; Computer software for delivering trusts and estates planning using algorithmic financial planning strategies; Computer software for delivering customized financial services, namely, customized investment management, investment brokerage, money lending and insurance consulting services, integrated with algorithmic financial planning strategies; Computer software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies | ACTIVE | — |
| 036 | Automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investment management, investment brokerage, money lending and insurance consulting services, integrated with algorithmic financial planning strategies; customized wealth management financial advice integrated with algorithmic financial planning strategies; customized money management financial advice integrated with algorithmic financial planning strategies; customized consumer financial advice integrated with algorithmic financial planning strategies | ACTIVE | — |
| 042 | Software as a service (SaaS) services featuring cloud based software for delivering automated step-by-step personal and household financial planning and guidance using 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 trusts and estates planning using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized financial services, namely, customized investment management, investment brokerage, money lending and insurance consulting services, integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies | 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 |
|---|---|---|---|
| Mar 6, 2019 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Mar 6, 2019 | MAB2 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Mar 6, 2019 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Mar 6, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 22, 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. |
| Aug 22, 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. |
| Aug 22, 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. |
| Aug 15, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| May 24, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 19, 2018 | NWAP | NEW APPLICATION ENTERED | — |