Financial services-namely, investment consulting, portfolio management; Trust advisory, consultation, and money management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning, forecasting and reporting on performance and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized wealth management strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, electronic and social media, mobile telephone, hand held devices, and facsimile, to various organizations, which may include but are not limited to, corporations, registered independent financial agents, single family offices, multi-family offices, law firms and banks

Class [042]
Computer & Software Services & Scientific Services

Providing temporary use of cloud-based non-downloadable software and applications which features an administrative desktop with an enhanced CRM function, investment accounting repository and financial reporting engine to aid the financial industry namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts

Mark Details

Serial Number

No 86336224

Mark Type

No Service Mark

Attorney Docket Number

No WealthCloud

44D Filed

44D Current

44E filed

44E Current

66A Filed

66A Current

Current Basis

No Basis

Design Code(s)

01.15.06 -

Clouds, fog

24.15.01 -

Arrows forming a circle or an arc of a circle

Legal History

Status Date	Action Taken
11^th Dec 2014	ABANDONMENT - EXPRESS MAILED
11^th Dec 2014	ABANDONMENT NOTICE MAILED - EXPRESS ABANDONMENT
10^th Dec 2014	TEAS EXPRESS ABANDONMENT RECEIVED
30^th Oct 2014	NON-FINAL ACTION E-MAILED
30^th Oct 2014	NON-FINAL ACTION WRITTEN
30^th Oct 2014	NOTIFICATION OF NON-FINAL ACTION E-MAILED
24^th Oct 2014	ASSIGNED TO EXAMINER
19^th Jul 2014	NOTICE OF DESIGN SEARCH CODE E-MAILED
18^th Jul 2014	NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
17^th Jul 2014	NEW APPLICATION ENTERED IN TRAM

WEALTHCLOUD AN INTEGRATED WEALTH PLATFORM

Classification Information

Class [036]Insurance & Financial Services

Class [042]Computer & Software Services & Scientific Services