TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/22/2024
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Official data from USPTO
CLMI
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
38
Latest update
05/22/2024
Trademark type
Word
Nice classes
9, 35, 42
Filing date
10/27/2021
Registration date
09/05/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/05/2023
Last transaction
05/22/2024
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Drawing code
4
Owner type
99
Owner location
GB
Examiner
OJEYEMI, ASHLEY
Law office
O10
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Wealth Dynamics Limited
Representatives
Sean F. Mellino McDonald Hopkins LLC
Technical classification
Nice Classes
Class 9Class 35Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable software in the field of client and customer data and relationship management; Downloadable computer software for use in customer relationship management; downloadable computer softwareDownloadable computer software applications and downloadable computer software platforms for data and relationship management; Downloadable computer softwaredownloadable computer software applications and downloadable computer software platforms for collectinganalysing and presenting client and customer data in order to identify and nurture prospective clientsonboard clientsmanage client and customer communicationstasks and casesservice clients and customersensure compliancemanage client datare-engage and market to clients and customers; downloadable computer softwaredownloadable computer software applications and downloadable computer software platforms specifically for use in the field of wealth management and private banking; downloadable computer softwaredownloadable computer software applications and downloadable computer software platforms for client outreachclientacquisitionclient conversionclient retentionfor encouraging client loyalty; downloadable computer softwaredownloadable computer software applications and downloadable computer software platforms for sharing and transferring customer and client data across a business and for management of that customer data and relationship; Downloadable computer software for regulatory and compliance assurance and checks
Class 35
Management of sales and marketing leads and prospective client pipelines in the field of bankingfinancial servicesinvestmentswealth management and asset management; Customer relationship management
Class 42
Software-as-a-Service (SaaS) services utilising and offering computer software integrations to deliver customer data and relationship management systems and platforms; Software-as-a-Service (SaaS) services for client and customer relationship management; Software-as-a-Service (SaaS) services for collectinganalysing and presenting client and customer data in order to identify and nurture prospective clientsonboard clientsmanage client and customer communicationstasks and casesservice clients and customersensure compliancemanage client datare-engage and market to clients and customers; Software-as-a-Service (SaaS) services for use in the field of wealth management and private banking; Software-as-a-Service (SaaS) services for client outreachclientacquisitionclient conversionclient retentionfor encouraging client loyalty; Software-as-a-Service (SaaS) services for sharing and transferring customer and client data across a business and for management of that customer data and relationship; platforms for artificial intelligence as Software-as-a-Service (SaaS) services in the fields of wealth management and private banking and customer data and relationship management; providing online non-downloadable software for use in customer relationship management; Software-as-a-Service (SaaS) services for regulatory and compliance assurance and checks
Publications
History of USPTO decisions and trademark events.
38 publications found
ECDR
TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
05/22/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/22/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/22/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05/22/2024
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
05/22/2024
FINO
FINAL DECISION TRANSACTION PROCESSED BY IB
12/26/2023
FICS
FINAL DISPOSITION NOTICE SENT TO IB
12/06/2023
FIMP
FINAL DISPOSITION PROCESSED
12/06/2023
FICR
FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
12/05/2023
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/05/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
09/05/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/20/2023
PUBO
PUBLISHED FOR OPPOSITION
06/20/2023
GPNX
NOTIFICATION PROCESSED BY IB
06/19/2023
OPNS
NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
05/31/2023
OP2R
NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB
05/31/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/31/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/12/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/05/2023
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/04/2023
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/04/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05/04/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/04/2023
ECDR
TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
05/04/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/04/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/04/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
05/04/2023
NREP
NEW REPRESENTATIVE AT IB RECEIVED
03/24/2023
RFNT
REFUSAL PROCESSED BY IB
11/27/2022
RFCS
NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
11/04/2022
RFRR
REFUSAL PROCESSED BY MPU
11/04/2022
RFCR
NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
09/08/2022
CNRT
NON-FINAL ACTION WRITTEN
09/07/2022
DOCK
ASSIGNED TO EXAMINER
08/05/2022
MAFR
APPLICATION FILING RECEIPT MAILED
05/31/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/27/2022
REPR
SN ASSIGNED FOR SECT 66A APPL FROM IB
05/26/2022
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