TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/05/2026
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Official data from USPTO
WTI
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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
83
Latest update
01/07/2026
Trademark type
Word
Nice classes
36, 42
Filing date
12/01/2017
Registration date
05/24/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/24/2022
Last transaction
01/07/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
08/01/2017
First use in commerce
08/01/2017
Drawing code
4
Owner type
03
Owner location
New York, NY
Examiner
JACKSON,STEVEN W
Law office
L70
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Wealth Technologies Inc.
Representatives
David Jackson Womble Bond Dickinson (US) LLP
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning with multiple prioritized goals; creating personalized algorithmic financial planning strategies with multiple prioritized goals; customized financial servicesinvestment managementinvestment brokerage and insurance consultancyintegrated with algorithmic financial planning strategies with multiple prioritized goals; customized financial investment advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized money management financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized consumer financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals
Class 42
Software as a service (SAAS) services featuring cloud based software for development and maintenance of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for delivering personal and household financial planning and advice using algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized financial services integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized investment advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized money management advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized consumer advice integrated with algorithmic financial planning strategies
Publications
History of USPTO decisions and trademark events.
83 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/05/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/05/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/05/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/05/2026
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
08/06/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/12/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/12/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/12/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/12/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/12/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
04/24/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/04/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/18/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/18/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/18/2023
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
06/23/2022
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
05/25/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
05/24/2022
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
04/19/2022
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
04/18/2022
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
04/13/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/11/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/11/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/11/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/18/2021
GNRT
NON-FINAL ACTION E-MAILED
10/18/2021
CNRT
SU - NON-FINAL ACTION - WRITTEN
10/18/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/07/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
10/07/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
08/27/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/27/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/27/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/27/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
08/27/2021
IUAF
USE AMENDMENT FILED
07/29/2021
EPPA
TEAS POST PUBLICATION AMENDMENT RECEIVED
07/29/2021
EISU
TEAS STATEMENT OF USE RECEIVED
07/29/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/10/2021
EX5G
SOU EXTENSION 5 GRANTED
02/09/2021
EXT5
SOU EXTENSION 5 FILED
02/06/2021
EEXT
SOU TEAS EXTENSION RECEIVED
02/06/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
11/05/2020
EX4G
SOU EXTENSION 4 GRANTED
11/04/2020
NREV
NOTICE OF REVIVAL - E-MAILED
11/02/2020
TPEX
SOU EXTENSION RECEIVED WITH TEAS PETITION
10/31/2020
PETG
PETITION TO REVIVE-GRANTED
10/31/2020
PROA
TEAS PETITION TO REVIVE RECEIVED
10/31/2020
MAB6
ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
09/08/2020
ABN6
ABANDONMENT - NO USE STATEMENT FILED
09/07/2020
EXT4
SOU EXTENSION 4 FILED
08/07/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/12/2020
EX3G
SOU EXTENSION 3 GRANTED
02/11/2020
EXT3
SOU EXTENSION 3 FILED
02/06/2020
EEXT
SOU TEAS EXTENSION RECEIVED
02/06/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
08/10/2019
EX2G
SOU EXTENSION 2 GRANTED
08/09/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/09/2019
EXT2
SOU EXTENSION 2 FILED
08/06/2019
EEXT
SOU TEAS EXTENSION RECEIVED
08/06/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/07/2019
EX1G
SOU EXTENSION 1 GRANTED
02/05/2019
EXT1
SOU EXTENSION 1 FILED
02/05/2019
EEXT
SOU TEAS EXTENSION RECEIVED
02/05/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
08/07/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/12/2018
PUBO
PUBLISHED FOR OPPOSITION
06/12/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/23/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/07/2018
XAEC
EXAMINER'S AMENDMENT ENTERED
05/04/2018
ALIE
ASSIGNED TO LIE
05/04/2018
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/04/2018
GNEA
EXAMINERS AMENDMENT E-MAILED
05/04/2018
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/04/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/27/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/27/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/27/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/21/2018
GNRT
NON-FINAL ACTION E-MAILED
03/21/2018
CNRT
NON-FINAL ACTION WRITTEN
03/21/2018
DOCK
ASSIGNED TO EXAMINER
03/15/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/12/2017
NWAP
NEW APPLICATION ENTERED
12/05/2017
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