WTI
Live / Registered — Registered (as of 24 May 2022)
What this means for you
Registered since 24 May 2022. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87704339
- Registration number
- 6739576
- Mark type
- Stylized text
- Filed
- 01 Dec 2017
- Published for opposition
- 12 Jun 2018
- Registered
- 24 May 2022
- Attorney of record
- David Jackson
Goods and services
- Class 036 — Insurance and financial services: Financial planning with multiple prioritized goals; creating personalized algorithmic financial planning strategies with multiple prioritized goals; customized financial services, namely, investment management, investment brokerage and insurance consultancy, integrated with algorithmic financial planning strategies with multiple prioritized goals; customized financial investment advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized money management financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized consumer financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals
- 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 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
- Wealth Technologies Inc., New York, NY, US
- Wealth Technologies Inc., New York, NY, US
- Wealth Technologies Inc., New York, NY, US
Prosecution history
- 05 Jan 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 05 Jan 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 05 Jan 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 05 Jan 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 05 Jan 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 06 Aug 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 12 Jun 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 12 Jun 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 12 Jun 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 12 Jun 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 12 Jun 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 24 Apr 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 04 Dec 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 18 Jul 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 18 Jul 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED