W WEALTH DATA BOX
Live / Registered — Registered (as of 23 Dec 2025)
What this means for you
Registered since 23 Dec 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99065082
- Registration number
- 8075049
- Mark type
- Design + words
- Filed
- 03 Mar 2025
- Published for opposition
- 04 Nov 2025
- Registered
- 23 Dec 2025
- Attorney of record
- Jan Tamulewicz
Goods and services
- Class 042 — Scientific and technological services: Providing a website featuring resources, namely, non-downloadable software for aggregating wealth data from external custodians and other 3rd-party systems, namely, transferring data from external systems, unifying, cleaning, reconciling, aggregating, viewing, and analyzing investment data
Owner
- WealthArc, Inc., Rockville, MD, US
- WealthArc, Inc., Rockville, MD, US
- WealthArc, Inc., Rockville, MD, US
Prosecution history
- 23 Dec 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 23 Dec 2025 — REGISTERED-PRINCIPAL REGISTER
- 04 Nov 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 04 Nov 2025 — PUBLISHED FOR OPPOSITION
- 29 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 06 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 14 Aug 2025 — EXAMINER'S AMENDMENT ENTERED
- 14 Aug 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 14 Aug 2025 — EXAMINERS AMENDMENT E-MAILED
- 14 Aug 2025 — EXAMINERS AMENDMENT -WRITTEN
- 12 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 12 Aug 2025 — NON-FINAL ACTION E-MAILED
- 12 Aug 2025 — NON-FINAL ACTION WRITTEN
- 05 Aug 2025 — ASSIGNED TO EXAMINER
- 24 Jul 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED