CREDIT UNION WEALTHTECH CONNECT
Live / Applied — Non-final action mailed (as of 27 Feb 2026)
What this means for you
Not registered yet, but its 10 Oct 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
- 99436149
- Mark type
- Stylized text
- Filed
- 10 Oct 2025
- Attorney of record
- Michael Beck
Goods and services
- Class 042 — Scientific and technological services: Hosting an on-line community web site featuring conference and community focused on WealthTech solutions in the credit union sector; Hosting an on-line community web site featuring credit unions, broker–dealers, fintech providers, and infrastructure partners to share best practices, network, and drive innovation in embedded wealth management for credit unions and their members; Providing a website featuring technology that enables users to share best practices, network, and drive innovation in embedded wealth management for credit unions and their members; Providing a website that gives computer users the ability to register for upcoming seminars in the field of wealthtech and fintech
Owner
- TAPP Engine, Inc., Quincy, MA, US
Prosecution history
- 27 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 27 Feb 2026 — NON-FINAL ACTION E-MAILED
- 27 Feb 2026 — NON-FINAL ACTION WRITTEN
- 27 Feb 2026 — ASSIGNED TO EXAMINER
- 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 10 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 10 Oct 2025 — NEW APPLICATION ENTERED