GEOWEALTH

Live / Registered — Registered (as of 13 May 2025)

What this means for you

Registered since 13 May 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98532849
Registration number
7790806
Mark type
Design + words
Filed
03 May 2024
Published for opposition
25 Mar 2025
Registered
13 May 2025
Attorney of record
Jaclyne D. Wallace

Goods and services

  • Class 035 — Advertising and business services: Business consulting services related to business management for financial advisors; Preparation of reports relating to investments for business or commercial purposes; Administration, billing, reconciliation, aggregation and rebalancing of accounts on behalf of others.
  • Class 036 — Insurance and financial services: Securities trading and capital investment services for others; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information and advice in the field of financial investments, and financial valuations; Information, advisory, consultancy and financial research services relating to finance and investments; Financial and investment portfolio analysis services; Vetting and provision of information relating to model investment portfolios; Securities trading and investing services for others via the internet; Investment portfolio management; Financial risk management consultation; Investment risk assessment services; Preparing financial reports for others for investment purposes; providing a website featuring information, news and commentary in the field of financial investments; advisory, information and consultancy services relating to investment and financial services provided on-line from a computer database or via the Internet or extranets.
  • Class 042 — Scientific and technological services: Providing temporary use of non-downloadable computer software for providing an electronic asset management platform; providing temporary use of non-downloadable computer software for modeling, tracking, creating, issuing, analyzing, rebalancing and evaluating data in investment portfolios and the financial and investment industries; Platform as a Service (PaaS) services featuring computer software platforms that allows users to analyze, research, select and create investment portfolios; Software as a service (SAAS) services featuring software that allows users to submit trade requests, raise cash, invest cash, or liquidate a portfolio; Providing temporary use of non-downloadable computer software for investment risk assessment and asset allocation, investment proposals and summary statistics; Providing temporary use of non-downloadable computer software for managing contacts, tasks, emails, events, opportunities, and log notes; Providing temporary use of non-downloadable computer software for designing custom performance, portfolio, and transaction reports, and custom workflow requests; Providing temporary use of non-downloadable computer software for viewing aggregated and reconciled reports on financial accounts, uploading billing statements, and tax loss harvesting and tax transition services.

Owner

Prosecution history

  • 13 May 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 13 May 2025 — REGISTERED-PRINCIPAL REGISTER
  • 25 Mar 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 25 Mar 2025 — PUBLISHED FOR OPPOSITION
  • 19 Mar 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 26 Feb 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 25 Feb 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 25 Feb 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 25 Feb 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 27 Nov 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 27 Nov 2024 — NON-FINAL ACTION E-MAILED
  • 27 Nov 2024 — NON-FINAL ACTION WRITTEN
  • 18 Nov 2024 — ASSIGNED TO EXAMINER
  • 01 Nov 2024 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 01 Nov 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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