WEALTHENGINE

What this means for you

Registered since 03 Sept 2013. 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 03 Sept 2023).

Record

Serial number

85702769

Registration number

4394967

Mark type

Stylized text

Filed

14 Aug 2012

Published for opposition

18 Jun 2013

Registered

03 Sept 2013

Next maintenance due

03 Sept 2023

Attorney of record

Jeffrey C. Katz

Goods and services

• Class 041 — Education and entertainment services: Educational services, namely, webinars, seminars, workshops, and lectures in the field of financial screening and analysis for charitable fundraising and business development purposes; training services in the field of financial screening and analysis for charitable fundraising and business development purposes

Owner

• ALTRATA, INC., NEW YORK, NY, US
• WealthEngine, Inc., New York, NY, US
• WealthEngine, Inc., Bethesda, MD, US
• WealthEngine, Inc., Bethesda, MD, US

Prosecution history

• 17 Sept 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
• 23 Sept 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
• 23 Sept 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
• 23 Sept 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
• 23 Sept 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 17 Mar 2023 — TEAS SECTION 8 & 9 RECEIVED
• 03 Sept 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
• 22 Mar 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 22 Mar 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 22 Mar 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 22 Mar 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 22 Mar 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 22 Mar 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 22 Mar 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 22 Mar 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED