WEALTHOS
Live / Registered — Registered (as of 30 Sept 2025)
What this means for you
Registered since 30 Sept 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97728352
- Registration number
- 7970898
- Mark type
- Stylized text
- Filed
- 22 Dec 2022
- Registered
- 30 Sept 2025
- Attorney of record
- Lynn M. Jordan
Goods and services
- Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth management, savings, investment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth management, asset management, portfolio management, investment management, fund management, model portfolio management, data management, data aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational users, product providers, financial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactions, asset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recording, management and manipulation
Owner
- WEALTHOS LIMITED, Caterham, GB
- WEALTHOS LIMITED, Caterham, GB
Prosecution history
- 30 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 30 Sept 2025 — REGISTERED-SUPPLEMENTAL REGISTER
- 04 Sept 2025 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 25 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 25 Aug 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 25 Aug 2025 — ASSIGNED TO LIE
- 13 Aug 2025 — TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
- 31 Jul 2025 — NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
- 31 Jul 2025 — INQUIRY TO SUSPENSION E-MAILED
- 31 Jul 2025 — SUSPENSION INQUIRY WRITTEN
- 22 Jul 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
- 30 Jun 2025 — ASSIGNED TO EXAMINER
- 21 Jan 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 24 Mar 2024 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
- 24 Mar 2024 — LETTER OF SUSPENSION E-MAILED