USPTO serial 97730025
WEALTH OS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 3, 2026
- Examiner
- VAGHANI, MAYUR C
- Law office
- FILE REPOSITORY (FRANCONIA)
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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If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Lynn M. Jordan
Lynn M. Jordan KELLY IP, LLP1150 Connecticut Avenue NW, Suite 600WASHINGTON, DC 20036United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth management, savings, investment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth management, asset management, portfolio management, investment management, fund management, model portfolio management, data management, data aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational users, product providers, financial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactions, asset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recording, management and manipulation | 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 3, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 3, 2026 | 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. |
| Jan 13, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 13, 2026 | 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 7, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 16, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 18, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 18, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 18, 2025 | 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. |
| Sep 4, 2025 | 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. |
| Sep 4, 2025 | 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. |
| Sep 4, 2025 | 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 25, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 25, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 25, 2025 | ALIE | ASSIGNED TO LIE | — |
| Aug 13, 2025 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Jul 31, 2025 | GNS2 | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED | — |
| Jul 31, 2025 | GNSI | INQUIRY TO SUSPENSION E-MAILED | — |
| Jul 31, 2025 | CNSI | SUSPENSION INQUIRY WRITTEN | — |
| Jul 22, 2025 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jun 30, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 21, 2025 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Mar 24, 2024 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Mar 24, 2024 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Mar 24, 2024 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Feb 14, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 14, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 14, 2024 | 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. |
| Nov 14, 2023 | 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. |
| Nov 14, 2023 | 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. |
| Nov 14, 2023 | 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. |
| Sep 22, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 20, 2023 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jan 19, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 27, 2022 | NWAP | NEW APPLICATION ENTERED | — |