WEALTHIE

What this means for you

Not registered yet, but its 04 Jun 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99216869

Mark type

Stylized text

Filed

04 Jun 2025

Attorney of record

H. Straat Tenney

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable computer software for financial investing and for managing financial transactions and investments; Downloadable software in the nature of a mobile application for financial investing and for managing financial transactions and investments
• Class 036 — Insurance and financial services: Financial advisory and consultancy services; Investment of funds for others; Providing on-line financial calculators; Financing services; Providing information in the field of real estate; Financial investment in the field of securities, and private and public equity; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial appraisal and valuation of real property; Real estate syndication; Equity capital investment; Financial investment in the field of home equity
• Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for financial investing and for managing financial transactions and investments

Owner

• WEALTHIE, INC., Dover, DE, US

Prosecution history

• 17 Feb 2026 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
• 17 Feb 2026 — LETTER OF SUSPENSION E-MAILED
• 12 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 12 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 24 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 24 Oct 2025 — NON-FINAL ACTION E-MAILED
• 24 Oct 2025 — NON-FINAL ACTION WRITTEN
• 23 Oct 2025 — ASSIGNED TO EXAMINER
• 09 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 04 Jun 2025 — APPLICATION FILING RECEIPT MAILED
• 04 Jun 2025 — NEW APPLICATION ENTERED
• 17 Feb 2026 — SUSPENSION LETTER WRITTEN
• 12 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED