WEALTHARC DATA BOX
Live / Allowed — Publication / registration review complete (as of 25 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 13 Aug 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99335901
- Mark type
- Stylized text
- Filed
- 13 Aug 2025
- Published for opposition
- 14 Apr 2026
- 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
Prior registrations
Prosecution history
- 19 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 18 Mar 2026 — USE AMENDMENT ACCEPTED
- 30 Dec 2025 — ASSIGNED TO EXAMINER
- 29 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 05 Dec 2025 — AMENDMENT TO USE PROCESSING COMPLETE
- 05 Dec 2025 — USE AMENDMENT FILED
- 05 Dec 2025 — TEAS AMENDMENT OF USE RECEIVED
- 13 Aug 2025 — APPLICATION FILING RECEIPT MAILED
- 13 Aug 2025 — NEW APPLICATION ENTERED