NREP
NEW REPRESENTATIVE AT IB RECEIVED
03/19/2026
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Official data from USPTO
W
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Active USPTO registrationType: CombinedOffice: United States
Quick snapshot
ST13
US500000079302134Class
9, 35, 36, 38, 42
Filing
79302134
Registration
7109606
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
40
Latest update
03/20/2026
Trademark type
Combined
Nice classes
9, 35, 36, 38, 42
Filing date
10/14/2020
Registration date
07/18/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/18/2023
Last transaction
03/20/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Drawing code
5
Owner type
16
Owner location
DE
Examiner
WILLISTON, JENNIFER LYNN
Law office
L50
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of a grey stylized letter "W".
Holders and representatives
Holders
wealthpilot GmbH
Representatives
Lisa C. Pavento Meunier Carlin & Curfman LLC
Technical classification
Nice Classes
Class 9Class 35Class 36Class 38Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable computer software for the managementanalysisviewing of data relating to liquid and illiquid assets; downloadable computer programs for the managementanalysisviewing of data relating to liquid and illiquid assets; downloadable software programmes for the managementanalysisviewing of data relating to liquid and illiquid assets; appsdownloadable software applications for smartphonestablet PCse-readers and other mobile or stationary IT apparatus all for the managementanalysisviewing of data relating to liquid and illiquid assets; downloadable electronic publications in the nature of articles and newsletters in the field of financial management; downloadable electronic printed publications in the nature of articles and newsletters in the field of financial management; downloadable brochuresnewsletters and magazines in the field of financial management; downloadable computer software for financial managementtracking profitability of financial portfoliosrisk analysishandling of investmentsaccessing financial servicesconducting of financial transactionsdata compilation and analysis of business datamortgagesloansforeign currencyrisk managementcurrency-risk management and investments; appsdownloadable software application for smartphonestablet PCse-readers and other portable or fixed IT apparatus for financial managementtracking profitability of financial portfoliosrisk analysishandling of investmentsaccessing financial servicesconducting of financial transactionsdata compilation and analysis of business datamortgagesloansforeign currencyrisk managementcurrency-risk management and investments; downloadable computer databases in the field of financial management; downloadable computer software for data collectionprocessing and analysisin particular for retrievinguploadingdownloadingaccessing and managing of data; appsdownloadable software applications for smartphonestablet PCse-readers and other portable or fixed IT apparatusall for data collectionprocessing and analysisin particular for retrievinguploadingdownloadingaccessing and managing of data; recorded electronicmagnetic and electromagnetic data carriers and data storage mediain particular compact discsDVDsoptical data carriersUSB flash drives all featuring financial management information; sound recording carriersblank magnetic data carriers; image and sound carriersblank magnetic data carriers; image carriersblank magnetic data carriers; software carriers and digital storage mediablank magnetic data carriers; blank smart cards; imageaudio-visualaudio and video recordingsall of the foregoing featuring financial management information; downloadable musicaudiovideo and other multimedia recordingsall of the foregoing featuring financial management information
Class 35
Business analysisresearch and information services; consumer market information services being consumer consultancyproviding consumer information for consumers on commercial and business matters; business assistancemanagement and administration services; business risk management consultancy; collecting information for businesscollection of liquid and illiquid asset information for financial advisors and banks; collecting business informationcollection of liquid and illiquid asset information for financial advisors and banks; collection being compilation and systematisation of information into computer databases; business administration services; business consultancy and advisory services
Class 36
Financial management services provided via the internet; financial management; financial asset management for third parties; management of financial assets; financial asset and portfolio management; financial asset management; financial planning services; financial risk assessment services; private placement of hedge fundsprivate equity fundssecurities and derivatives for others and venture capital investment services; venture capital investment services and project capital investment services; fixed income advisory investment services; independent financial planning advice; financial services provided by electronic meansfinancial management services; computerised financial servicesfinancial management services; financial serviceswealth management services; financial services for brokers of financial productstracking and analyzing liquid and illiquid assets; investment consultancy; investment servicestracking and analyzing liquid and illiquid assets; investment fund management; investment portfolio management services; providing information and consultancy in the field of financial evaluation; providing information and analysis via the internet in the field of financial investment; information services provided online from a computer database or the internet relating to information provided electronically about finance and capital investments in the field of financial planning and financial investment transactions; providing information via a website on in the field of financial research; providing on-line analysis and research information services in the field of financial investing; financialbanking and real estate affairsthe foregoing being financial tracking and analysis of liquid and illiquid assets all provided via an interactive communication networkvia the internet; trustee representations; financial evaluation for insurancebanking and real estate purposes; electronic funds transfer; finance servicesfinancial consulting services being expert analysis in finance; monetary affairsmonetary strategy consultation and research
Class 38
Transmission of messages via electronic and audiovisual media; information transmission services via digital networks; providing on-line forums for transmission of messages among computer users; computer-aided transmission of messagesdatasound and images; sound and image transmission via interactive multimedia networks; digital information transmission services; streaming of dataof audio or and video material on the internet; provision of online discussion boards for transmission of messages among users in the field of financial consultancyfinancial managementbanking
Class 42
Hosting servicesnamely web site hosting services; software as a service SaaShosting software for use by others for the managementanalysisviewing of data relating to liquid and illiquid assets; design and development of computer hardware and software; providing of online non-downloadable computer software for temporary use for import and management of data; designingmanaging and monitoring online forums for discussion; design of communication systems; development of systems for the transmission of data; creation of internet web sites for others; creating electronically stored web pages for others for online services and the internet; development of software for apps which can be downloaded from a global computer network; hosting an internet platform for others in relation to financial managementtracking profitability of financial portfoliosrisk analysishandling of investmentsfinancial servicesconducting of financial transactionsdata compilation and analysis of business datamortgagesloansforeign currencyrisk managementcurrency-risk management and investments; hosting of an electronic system for others in relation to financial managementtracking profitability of financial portfoliosrisk analysishandling of investmentsfinancial servicesconducting of financial transactionsdata compilation and analysis of business datamortgagesloansforeign currencyrisk managementcurrency-risk management and investments; hosting of an electronic platform for others in relation to financial managementtracking profitability of financial portfoliosrisk analysishandling of investmentsfinancial servicesconducting of financial transactionsdata compilation and analysis of business datamortgagesloansforeign currencyrisk managementcurrency-risk management and investments
Publications
History of USPTO decisions and trademark events.
40 publications found
NREP
NEW REPRESENTATIVE AT IB RECEIVED
03/12/2026
FINO
FINAL DECISION TRANSACTION PROCESSED BY IB
11/06/2023
FICS
FINAL DISPOSITION NOTICE SENT TO IB
10/18/2023
FIMP
FINAL DISPOSITION PROCESSED
10/18/2023
FICR
FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
10/18/2023
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
07/18/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
07/18/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/02/2023
PUBO
PUBLISHED FOR OPPOSITION
05/02/2023
GPNX
NOTIFICATION PROCESSED BY IB
05/01/2023
OPNS
NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
04/12/2023
OP2R
NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB
04/12/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/12/2023
OPNX
NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB
07/04/2022
OPNS
NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
06/15/2022
OPNR
NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB
06/15/2022
DOCK
ASSIGNED TO EXAMINER
04/29/2022
CNEA
EXAMINERS AMENDMENT MAILED
11/08/2021
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
10/26/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/13/2021
XAEC
EXAMINER'S AMENDMENT ENTERED
10/13/2021
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/13/2021
GNEA
EXAMINERS AMENDMENT E-MAILED
10/13/2021
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/13/2021
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
10/09/2021
GNFR
FINAL REFUSAL E-MAILED
10/09/2021
CNFR
FINAL REFUSAL WRITTEN
10/09/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/09/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/08/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/08/2021
RFNT
REFUSAL PROCESSED BY IB
04/13/2021
RFCS
NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
03/22/2021
RFRR
REFUSAL PROCESSED BY MPU
03/22/2021
RFCR
NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
03/19/2021
CNRT
NON-FINAL ACTION WRITTEN
03/18/2021
DOCK
ASSIGNED TO EXAMINER
03/15/2021
MAFR
APPLICATION FILING RECEIPT MAILED
01/19/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/15/2021
REPR
SN ASSIGNED FOR SECT 66A APPL FROM IB
01/14/2021
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