WEALTHIQ

Live / Registered — Registered and renewed (as of 10 Apr 2020)

What this means for you

Registered since 23 Feb 2010. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 23 Feb 2020).

Record

Serial number
78590175
Registration number
3753320
Mark type
Stylized text
Filed
18 Mar 2005
Published for opposition
04 Jul 2006
Registered
23 Feb 2010
Next maintenance due
23 Feb 2020
Attorney of record
Kathryn Starshak

Goods and services

  • Class 009 — Scientific and electric apparatus: [Computer software for financial data gathering and reporting services, namely, software for transmitting information related to financial analysis and investment tracking portfolio and data analysis and management, investment reporting, and investment performance measurement via electronic communications networks, and attribution analysis reports and graphs; computer software, namely, software for exchanging information between investors, financial institutions and financial advisors over computer networks and global communication networks, all in the fields of finance, investment, money and banking]
  • Class 042 — Scientific and technological services: Application service provider services, namely, hosting computer software applications of others on a computer server for a global computer network and temporary use of online non-downloadable software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, portfolio measurement reporting services for institutional investors, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting

Owner

Prosecution history

  • 29 Oct 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 10 Apr 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 10 Apr 2020 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 10 Apr 2020 — REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
  • 10 Apr 2020 — REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
  • 10 Apr 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 Feb 2020 — TEAS SECTION 8 & 9 RECEIVED
  • 23 Feb 2019 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 13 Sept 2018 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 13 Sept 2018 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 19 Jul 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 19 Jul 2016 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 16 Apr 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 24 Feb 2016 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 18 Feb 2016 — TEAS SECTION 8 & 15 RECEIVED

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