R.PR
REGISTERED-PRINCIPAL REGISTER
12/14/2021
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Official data from USPTO
WEALTH ORCHESTRATED
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WEALTH ORCHESTRATED
ST13
US500000088805230Class
36, 42
Filing
88805230
Registration
6591141
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
30
Latest update
12/14/2021
Trademark type
Word
Nice classes
36, 42
Filing date
02/21/2020
Registration date
12/14/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/14/2021
Last transaction
12/14/2021
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
08/30/2018
First use in commerce
08/30/2018
Drawing code
4
Owner type
16
Owner location
Lakewood Ranch, FL
Examiner
HETZEL, DANNEAN
Law office
L60
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Dow Software, LLC
Representatives
Vivek J. Rao PIERCE ATWOOD LLP
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial consultancyadviceplanning and management; investment advisory services; investment management; financial portfolio analysis services; investment consulting servicesadvising family officeshigh net worth individuals and other individuals and investorstheir professional advisorsin the field of capital investing; family office servicesfinancial planning and advisory servicesstrategic planning and financial modeling for trust and estate planninginvestment consultingtax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionalsfinancial philanthropic gift planning; providing web-basedautomated and customized personal financial management servicescustomized management of an individual's investmentbanking and other personal financial accountsmonitoring of transactions and account balancesbudget and spending tracking and reporting through a global computer network; providing a web site to retrieve and display data from third party financial and investment web sites on one or more consolidated views; providing financial information to consumers including accounttransactionbalance information from a wide variety of sourcesbanks and other financial institutionsaccountslawyers and other professional advisorscredit card and debit card issuersconsumer and mortgage lenderspersonal bills and expense accountsother online financial transaction providers; providing information pertaining to financebankinginvestments and retirement planningthrough electronic means
Class 42
Providing temporary use of online non-downloadable software and applications for use in the field of personal financeinvestments and accounting which allows the software user to link multiple accounts held at various financial institutionsto incorporate data from those various accountsto display that information to the user in a consolidated viewto provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit accountcredit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgetingmanaging moneyrecording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in financial planning and managementinvestmentsretirement planning and related applications which allows the software user to link multiple accounts held at various financial institutionsto incorporate data from those various accountsto display that information to the user in a consolidated viewto provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; providing onlinenon-downloadable software for use in managingorganizingsharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactionsfor storingmodifyingtransmitting and receiving information and data in the fields of personal financeaccountingbankingbill paymentfinancial planningretirement planninginvestments and tax planningall via computer and communication networks; providing temporary use of online non-downloadable software and applications for use by family officeshigh net worth individuals and other individuals and investorstheir professional advisorsincluding financial advisorsbankslawyersaccountantsin the management of investmentstaxesphilanthropic activitiestrustshousehold financesreal property maintenancehousekeeping and repairstravel planning and coordination; providing temporary use of online non-downloadable software and applications for use to facilitate communication among family officeshigh net worth individuals and other individuals and investorstheir professional advisorsincluding financial advisorsbankslawyersaccountants; providing temporary use of online non-downloadable software and applications for use by family officesfamilieshouseholds and individualstheir professional advisors and support personnelin the management of information and communications related to staffinghealth and medical matterspetssocial connectionscalendaringrecordkeeping and memorabilia
Publications
History of USPTO decisions and trademark events.
30 publications found
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
11/09/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
11/08/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/08/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/08/2021
ALIE
ASSIGNED TO LIE
11/08/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/02/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/23/2021
GNRT
NON-FINAL ACTION E-MAILED
08/23/2021
CNRT
SU - NON-FINAL ACTION - WRITTEN
08/23/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/22/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/22/2021
IUAF
USE AMENDMENT FILED
08/17/2021
EISU
TEAS STATEMENT OF USE RECEIVED
08/17/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/02/2021
EX1G
SOU EXTENSION 1 GRANTED
01/29/2021
EXT1
SOU EXTENSION 1 FILED
01/29/2021
EEXT
SOU TEAS EXTENSION RECEIVED
01/29/2021
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
08/25/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/30/2020
PUBO
PUBLISHED FOR OPPOSITION
06/30/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/10/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/22/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
05/22/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/22/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
05/22/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/22/2020
DOCK
ASSIGNED TO EXAMINER
05/12/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/25/2020
NWAP
NEW APPLICATION ENTERED
02/25/2020
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