VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS
Live / Allowed — Notice of allowance issued (as of 04 Nov 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 17 May 2024 filing date already counts against anyone who files later.
Record
- Serial number
- 98557115
- Mark type
- Stylized text
- Filed
- 17 May 2024
- Published for opposition
- 09 Sept 2025
- Attorney of record
- Benjamin W. Janke
Goods and services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for backend automated office functions for wealth management and consulting providers specifically, data reporting, workflow integration, cross-platform information with outside vendors, and communications processes to field personnel and back-office departments; Software as a service (SAAS) services featuring software tools to visually design, create, and modify workflows or business processes
Owner
- Valcori Automated Solutions, LLC, Dover, DE, US
- Valcori Automated Solutions, LLC, Dover, DE, US
Prosecution history
- 04 Nov 2025 — TEAS STATEMENT OF USE RECEIVED
- 04 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 09 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 09 Sept 2025 — PUBLISHED FOR OPPOSITION
- 03 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 11 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 01 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 01 Aug 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 01 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 28 May 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 28 May 2025 — NON-FINAL ACTION E-MAILED
- 28 May 2025 — NON-FINAL ACTION WRITTEN
- 23 May 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 23 May 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 23 May 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED