tm logo
WEALTH OPERATING SYSTEM
Dead/Abandoned
ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE

failure to respond or late response

on 27 Sep 2024

Last Applicant/ Owned by

6965 El Camino Real Ste 105-485

Carlsbad

CA

92009

Serial Number

97415131 filed on 17th May 2022

Registration Number

N/A

Correspondent Address

Myra Dioquino

Myra Dioquino VELA WOOD P.C.

AUSTIN, TX 78701

UNITED STATES

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

WEALTH OPERATING SYSTEM

Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goa Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [035]
Advertising, Business & Retail Services


Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [009]
Computer & Software Products & Electrical & Scientific Products


Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios for use by financial advisers; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 97415131

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
27th Sep 2024ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
27th Sep 2024ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
13th Jun 2024FINAL REFUSAL WRITTEN
13th Jun 2024FINAL REFUSAL E-MAILED
13th Jun 2024NOTIFICATION OF FINAL REFUSAL EMAILED
14th Dec 2023NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED
14th Dec 2023ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED
14th Dec 2023ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED
14th Dec 2023TEAS/EMAIL CORRESPONDENCE ENTERED
14th Dec 2023CORRESPONDENCE RECEIVED IN LAW OFFICE