USPTO serial 98207714
WEALTHLENS
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- CHOI, REBECCA EJ
- 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
New York, NY
New York, NY
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, LLP1300 19TH STREET, NWSUITE 420WASHINGTON, DC 20036Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software platforms for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; downloadable computer software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; downloadable computer software platforms for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; downloadable computer software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction | ACTIVE | — |
| 035 | Computerized database management; Database management services for others, namely, collecting, analyzing, updating and supplying data; Business consultancy in the investment management industry; Compiling, input and systematic ordering of information in the field of finance and capital market in computer databases; business risk management consultancy; Economic forecasting and analysis; Preparing business and financial reports for others; Outsource service providers in the field of business analytics; Computer-assisted business information retrieval and data processing in connection with stock exchange information; Systematization and composition of financial information and data in a computer database; data processing services in the field of securities information via computer; Records management services, namely, recording of commercial information with regulatory agencies; Business statistical studies, namely, statistical analysis reporting services for business purposes; Regulatory submission management, namely, assisting others in gathering data, preparing and filing financial applications for submission to governmental regulatory bodies | ACTIVE | — |
| 036 | Banking and financial services, namely, portfolio management, financial analysis and consultation; Financial portfolio management; financial risk management consultancy; financial investment analysis; Financial asset evaluation; Providing financial information via electronic means; Financial information and advisory services; Financial information in the field of finance, markets, news and analytics; Financial consultancy relating to banking; Professional financial consulting to financial institutions for organization and administration of banking and financial affairs; Provision of information on life insurance, brokerage, and financial information pertaining to financial estimates of committed capital, financial analyses and other financial appraisals; credit reporting services, namely, information services on credit facilities; Investment risk assessment services and reports associated therewith | ACTIVE | — |
| 042 | Software as a service services (saas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; platform as a service services (paas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; providing temporary use of non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; software as a service services (saas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; platform as a service services (paas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; providing temporary use of non-downloadable software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; design and development of computer software in the financial industry for others; providing temporary use of online non-downloadable software for analyzing data and regulatory reporting of data in the investment management industry | 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 Axioma Inc.
- Other trademarks owned by Axioma Inc.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named WEALTHLENS
- Prosecution event MAB6 explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 14, 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. |
| Apr 14, 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. |
| Sep 10, 2024 | 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. |
| Jul 16, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 16, 2024 | 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 16, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 16, 2024 | 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. |
| Jun 26, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 13, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 13, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 13, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 13, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 13, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 23, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 20, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 1, 2023 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Oct 12, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 6, 2023 | NWAP | NEW APPLICATION ENTERED | — |