USPTO serial 97045150
WEALTH@WORK
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- DEFORD, JEFFREY S
- Law office
- INTENT TO USE SECTION
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.
Jessica L. Rothstein
Jessica L. Rothstein GOODWIN PROCTER LLP620 EIGHTH AVENUENEW YORK, NY 10018United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software in the nature of a mobile application to enable enterprise customers to offer financial management and wellness benefits to employees, namely, estate planning, portfolio analysis, portfolio management, cash flow analysis, record keeping, and account reconciliation | ACTIVE | — |
| 042 | Providing temporary use of online non-downloadable software to enable enterprise customers to offer financial management and wellness benefits to employees, namely, estate planning, portfolio analysis, portfolio management, cash flow analysis, record keeping, and account reconciliation | 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 WEALTH, INC.
- Other trademarks owned by Wealth Financial Technologies, Inc.
- Other trademarks owned by Wealth Financial Technologies, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 042
- Similar marks named WEALTH@WORK
- Prosecution event MAB6 explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 10, 2025 | 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. |
| Oct 10, 2025 | 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. |
| Jun 24, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 24, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 24, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 9, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 9, 2024 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Aug 9, 2024 | EXT4 | SOU EXTENSION 4 FILED | — |
| Aug 9, 2024 | 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 28, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 27, 2024 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Feb 27, 2024 | EXT3 | SOU EXTENSION 3 FILED | — |
| Feb 27, 2024 | 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 31, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 29, 2023 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Aug 29, 2023 | EXT2 | SOU EXTENSION 2 FILED | — |
| Aug 29, 2023 | 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. |
| Apr 6, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 5, 2023 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 5, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 29, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Mar 27, 2023 | EXT1 | SOU EXTENSION 1 FILED | — |
| Mar 27, 2023 | 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 27, 2022 | 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. |
| Aug 2, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 2, 2022 | 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. |
| Jul 13, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 27, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 27, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 26, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 29, 2021 | NWAP | NEW APPLICATION ENTERED | — |