TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/05/2026
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Official data from USPTO
FGPS
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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
49
Latest update
01/07/2026
Trademark type
Word
Nice classes
9, 36, 42
Filing date
04/24/2018
Registration date
03/03/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/03/2020
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
04/10/2018
First use in commerce
06/14/2018
Drawing code
4
Owner type
03
Owner location
New York, NY
Examiner
KAJUBI,ELIZABETH N
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 9Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Computer software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Computer software for simulations and analysis of algorithmic financial planning strategies; Computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; Computer software for maintenance of products and services financial profiles used in algorithmic financial planning; Computer software for delivering trusts and estates planning using algorithmic financial planning strategies; Computer software for delivering customized financial servicescustomized investment managementbrokeragelending and insurance servicesintegrated with algorithmic financial planning strategies; Computer software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies
Class 36
Estate trust planning using algorithmic financial planning strategies; customized financial servicescustomized investment managementbrokeragelending and insurance servicesintegrated with algorithmic financial planning strategies; customized wealth management financial advice integrated with algorithmic financial planning strategies; customized money management financial advice integrated with algorithmic financial planning strategies; customized consumer financial advice integrated with algorithmic financial planning strategies
Class 42
Software as a service (SaaS) services featuring cloud based software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using 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 trusts and estates planning using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized financial servicescustomized investment managementbrokeragelending and insurance servicesintegrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies
Publications
History of USPTO decisions and trademark events.
49 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
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/03/2025
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
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
04/13/2022
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
R.PR
REGISTERED-PRINCIPAL REGISTER
03/03/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
01/28/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
01/26/2020
DOCK
ASSIGNED TO EXAMINER
01/05/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
12/12/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
12/12/2019
IUAF
USE AMENDMENT FILED
12/04/2019
EISU
TEAS STATEMENT OF USE RECEIVED
12/04/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/04/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/09/2019
PUBO
PUBLISHED FOR OPPOSITION
04/09/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/20/2019
DOCK
ASSIGNED TO EXAMINER
03/06/2019
ALIE
ASSIGNED TO LIE
03/04/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/14/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
02/14/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/14/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
02/14/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/14/2019
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
08/17/2018
GPRA
PRIORITY ACTION E-MAILED
08/17/2018
CPRA
PRIORITY ACTION WRITTEN
08/17/2018
DOCK
ASSIGNED TO EXAMINER
08/15/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/03/2018
NWAP
NEW APPLICATION ENTERED
04/27/2018
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