WEALTHTECH

Dead / Cancelled — Cancelled — Section 8 (as of 20 Jun 2025)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
87704336
Registration number
5624399
Mark type
Stylized text
Filed
01 Dec 2017
Registered
04 Dec 2018
Attorney of record
Brooke Erdos Singer

Goods and services

  • Class 009 — Scientific and electric apparatus: Computer software for development of algorithmic financial planning strategies; computer software for simulations and analysis of algorithmic financial planning strategies; computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; computer software for maintenance of products and services of financial profiles used in algorithmic financial planning
  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring cloud based software for development and maintenance of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for delivering personal and household financial planning and advice using algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering trusts and estates planning using algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized financial services integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized investment advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized money management advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized consumer advice integrated with algorithmic financial planning strategies

Owner

Prior registrations

Prosecution history

  • 06 Aug 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 20 Jun 2025 — CANCELLED SEC. 8 (6-YR)
  • 24 Apr 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 04 Dec 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 04 Dec 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 18 Jul 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 18 Jul 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 18 Jul 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 23 Jun 2022 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 13 Apr 2022 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 27 Aug 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 27 Aug 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 27 Aug 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 27 Aug 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 27 Aug 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

View this trademark record on Marksy