WEALTHKERNEL
Live / Registered — Registered (as of 12 Mar 2024)
What this means for you
Registered since 12 Mar 2024. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 79314748
- Registration number
- 7324334
- Mark type
- Stylized text
- Filed
- 27 Jan 2021
- Published for opposition
- 26 Dec 2023
- Registered
- 12 Mar 2024
- Attorney of record
- JOEL D. LEVITON
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable software for digital wealth management services; downloadable software platforms for digital wealth management services; downloadable financial management software; downloadable computer software for producing financial models; downloadable business management software; downloadable security software for encrypting financial information in relation to investment management and wealth management, brokerage and custody; downloadable business technology software for digital wealth management services; downloadable software development programs being software for writing software; downloadable software development tools; downloadable software for processing payments; downloadable software for processing e-payments; downloadable banking software; downloadable computer software for remote monitoring and analysis of investment portfolios for executing trades, custody services, client onboarding, client reporting and client administration; downloadable data management software for digital wealth management services; downloadable computer software for accessing databases for digital wealth management services
- Class 036 — Insurance and financial services: Financial services in the nature of financial advice; financial advisory services in the nature of financial advice; financial sponsorship in the nature of investing in companies and capital markets; financial investment brokerage services for individual investors; financial consultancy services for individual investors; financial analysis services for individual investors; financial investment brokerage; payment verification services; financial consultancy services relating to infrastructure investment; financial services, namely, wealth management services for individuals; management of securities portfolios for individuals; securities trading services for individuals; securities investment services for individuals; financial advisory services for individuals relating to securities, derivatives and other financial products; financial analysis for individuals, namely, comparison of performance of portfolios of securities; wealth management for individuals; wealth management services for individuals; capital investment services for individuals; investment advisory services in the nature of financial advice; financial analysis, namely, investment performance monitoring for individuals; investment brokerage for individuals; investment of funds services for individuals; investment management services for individuals; investment for individuals by electronic means; investment custody for individuals, namely, maintaining possession of financial investments for others for financial management; banking; arranging of mortgages, namely, mortgage brokerage; insurance brokerage services; provision of funds for business ventures; payment processing services in the field of processing electronic wallet payments made by investors; credit card transaction processing services; payment administration services, namely, payment processing services in the field of client bank accounts and electronic wallet payments; processing of credit card payments; processing of electronic wallet payments; processing of contactless credit and debit payments; processing of payments for banks, namely, processing of credit and debit card payments; processing of debit card payments; monitoring of financial portfolios for individuals; fund investment services for individuals; fund management services for individuals
Owner
Prosecution history
- 11 Aug 2024 — FINAL DECISION TRANSACTION PROCESSED BY IB
- 19 Jul 2024 — FINAL DISPOSITION NOTICE SENT TO IB
- 19 Jul 2024 — FINAL DISPOSITION PROCESSED
- 13 Jun 2024 — FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
- 12 Mar 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 12 Mar 2024 — REGISTERED-PRINCIPAL REGISTER
- 26 Dec 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 26 Dec 2023 — PUBLISHED FOR OPPOSITION
- 25 Dec 2023 — NOTIFICATION PROCESSED BY IB
- 06 Dec 2023 — NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
- 06 Dec 2023 — NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB
- 06 Dec 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 24 Nov 2023 — NOTICE OF REINSTATEMENT E-MAILED
- 21 Nov 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 21 Nov 2023 — REINSTATEMENT GRANTED - INADVERTENTLY ABANDONED