WEALTHCENTRAL
Live / Allowed — Notice of allowance issued (as of 09 Sept 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 27 Nov 2024 filing date already counts against anyone who files later.
Record
- Serial number
- 98875478
- Mark type
- Stylized text
- Filed
- 27 Nov 2024
- Published for opposition
- 15 Jul 2025
- Attorney of record
- Morris E. Turek
Goods and services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for financial advisors for the purposes of managing client data, obtaining new clients, creating financial strategies, forecasting future cash flows, creating strategies for tax optimization, analyzing life insurance needs, and forecasting scenarios that may affect client portfolios
Owner
- WealthCentral, Inc., Miami Beach, FL, US
- WealthCentral, Inc., Miami Beach, FL, US
Prosecution history
- 08 Jan 2026 — TEAS STATEMENT OF USE RECEIVED
- 09 Sept 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 15 Jul 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 15 Jul 2025 — PUBLISHED FOR OPPOSITION
- 09 Jul 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 13 Jun 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 11 Jun 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 11 Jun 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 11 Jun 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
- 20 May 2025 — ASSIGNED TO EXAMINER
- 27 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 27 Nov 2024 — NEW APPLICATION ENTERED