DONATO WEALTH MANAGEMENT

Live / Allowed — Notice of allowance issued (as of 07 Oct 2025)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 29 Oct 2024 filing date already counts against anyone who files later.

Record

Serial number
98826420
Mark type
Stylized text
Filed
29 Oct 2024
Published for opposition
03 Jun 2025
Attorney of record
Robin L. Barnes

Goods and services

  • Class 035 — Advertising and business services: Accounting services; Tax consultation; Income tax preparation; Tax advisory services; Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning
  • Class 036 — Insurance and financial services: Financial advice and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment brokerage; Investment management; Estate planning; Social Security and Medicare claims administration and consulting services rendered to individuals; Insurance consulting in the fields of life insurance; Insurance consultancy; Insurance agency and brokerage; Social security consulting services rendered to individuals in the nature of social security maximization; Financial retirement plan consulting services in the nature of tax-efficient retirement income planning
  • Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment processing; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investment, and retirement planning which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in tax planning; Providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Providing temporary use of non-downloadable computer software for transaction order entry, directing and order confirmation to consumers all in the field of investing; Monitoring of computer systems for security purposes, namely, monitoring computer systems for detecting unauthorized access or data breach in relation to bank, broker, credit card and other financial accounts; Electronic monitoring of personally identifying information to detect identity theft via the internet in relation to bank, broker, credit card and other financial accounts

Owner

Prosecution history

  • 07 Oct 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 03 Jun 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 03 Jun 2025 — PUBLISHED FOR OPPOSITION
  • 28 May 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 01 May 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 01 May 2025 — EXAMINER'S AMENDMENT ENTERED
  • 01 May 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 01 May 2025 — EXAMINERS AMENDMENT E-MAILED
  • 01 May 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 26 Mar 2025 — ASSIGNED TO EXAMINER
  • 29 Oct 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 29 Oct 2024 — NEW APPLICATION ENTERED

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