WEALTHOS

Dead / Abandoned — Abandoned — failure to respond (as of 21 Mar 2025)

What this means for you

This application is over — abandoned 05 Mar 2025. 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
97415151
Mark type
Stylized text
Filed
17 May 2022
Published for opposition
17 Oct 2023
Abandoned
05 Mar 2025
Attorney of record
Geneva Amy Lai

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios for use by financial advisers; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry
  • Class 035 — Advertising and business services: Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users
  • Class 042 — Scientific and technological services: Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)

Owner

Prosecution history

  • 21 Mar 2025 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
  • 21 Mar 2025 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
  • 26 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 26 Feb 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 26 Feb 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 30 Nov 2024 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 30 Nov 2024 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 04 Sept 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 04 Sept 2024 — NON-FINAL ACTION E-MAILED
  • 04 Sept 2024 — SU - NON-FINAL ACTION - WRITTEN
  • 01 Aug 2024 — STATEMENT OF USE PROCESSING COMPLETE
  • 12 Jun 2024 — USE AMENDMENT FILED
  • 31 Jul 2024 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 12 Jun 2024 — TEAS STATEMENT OF USE RECEIVED
  • 12 Dec 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT

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