WEALTHIFY

Live / Registered — Registered (as of 17 Oct 2023)

What this means for you

Registered since 17 Oct 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97234657
Registration number
7192008
Mark type
Stylized text
Filed
24 Jan 2022
Published for opposition
01 Aug 2023
Registered
17 Oct 2023
Attorney of record
Charles Weigell

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Downloadable computer software for financial services, wealth management, investment management and insurance, namely, software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance.; Downloadable electronic publications in the nature of magazines, blogs, and articles in the fields of finance, financial services, wealth management, investment management, pensions and insurance; Motion picture films about financial services, wealth management, investment management, pensions and insurance; Data processing equipment
  • Class 035 — Advertising and business services: Advertising services; Business management consulting; Business advice; Commercial information services, via the internet; Business research; Data processing services; Provision of business information via global computer networks; Analyzing and compiling business data; Tax filing services
  • Class 036 — Insurance and financial services: Financial services, namely, financial investment brokerage, monitoring financial markets for investment purposes, advice related to investments, investment of funds, financial management, financial management of employee pension plans; Financial services, namely, wealth management services; Investment management; Banking services
  • Class 041 — Education and entertainment services: Training services in the field of finance, financial services, wealth management, investment management, pensions and insurance
  • Class 042 — Scientific and technological services: Design and development of computer hardware and software; Platform as a service (PAAS) featuring computer software platforms for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Software as a service (SAAS) services featuring software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Providing temporary use of online non-downloadable investment and wealth management software

Owner

Prosecution history

  • 16 Dec 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 16 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 16 Dec 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 16 Dec 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 17 Oct 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 17 Oct 2023 — REGISTERED-PRINCIPAL REGISTER
  • 01 Aug 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 01 Aug 2023 — PUBLISHED FOR OPPOSITION
  • 12 Jul 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 29 Jun 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 29 Jun 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 29 Jun 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 29 Jun 2023 — ASSIGNED TO LIE
  • 29 Jun 2023 — EXAMINER'S AMENDMENT ENTERED
  • 29 Jun 2023 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

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