SU - NON-FINAL ACTION - MAILED
non
on 04 Sep 2024
Last Applicant/ Owned by
6965 El Camino Real Ste 105-485
Carlsbad
CA
92009
Serial Number
97415151 filed on 17th May 2022
Registration Number
N/A
Correspondent Address
Myra Dioquino
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
WEALTHOS
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
12th Jun 2024
First Use Date in Commerce
12th Jun 2024
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
12th Jun 2024
First Use Date in Commerce
12th Jun 2024
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
12th Jun 2024
First Use Date in Commerce
12th Jun 2024
Mark Details
Serial Number
No 97415151
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
| Status Date | Action Taken |
|---|---|
| 30th Nov 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| 30th Nov 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| 04th Sep 2024 | NON-FINAL ACTION E-MAILED |
| 04th Sep 2024 | SU - NON-FINAL ACTION - WRITTEN |
| 04th Sep 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 01st Aug 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| 31st Jul 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 12th Jun 2024 | USE AMENDMENT FILED |
| 12th Jun 2024 | TEAS STATEMENT OF USE RECEIVED |
| 12th Dec 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |