EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
12/16/2025
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Official data from USPTO
WEALTHIFY
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WEALTHIFY
ST13
US500000097234657Class
9, 35, 36, 41, 42
Filing
97234657
Registration
7192008
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
12/17/2025
Trademark type
Word
Nice classes
9, 35, 36, 41, 42
Filing date
01/24/2022
Registration date
10/17/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/17/2023
Last transaction
12/17/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use, Foreign priority
Drawing code
4
Owner type
99
Owner location
Penarth, Cardiff, GB
Examiner
KING,LINDA M
Law office
M70
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Wealthify Ltd
Representatives
Charles Weigell Fross Zelnick Lehrman & Zissu P.C.
Technical classification
Nice Classes
Class 9Class 35Class 36Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable computer software for performing financial investmentsfinancial transactionsexecuting tradestransferring fundschecking investment performance; Downloadable computer software for financial serviceswealth managementinvestment management and insurancesoftware for performing financial investmentsfinancial transactionsexecuting tradestransferring fundschecking investment performance.; Downloadable electronic publications in the nature of magazinesblogsarticles in the fields of financefinancial serviceswealth managementinvestment managementpensions and insurance; Motion picture films about financial serviceswealth managementinvestment managementpensions and insurance; Data processing equipment
Class 35
Advertising services; Business management consulting; Business advice; Commercial information servicesvia the internet; Business research; Data processing services; Provision of business information via global computer networks; Analyzing and compiling business data; Tax filing services
Class 36
Financial servicesfinancial investment brokeragemonitoring financial markets for investment purposesadvice related to investmentsinvestment of fundsfinancial managementfinancial management of employee pension plans; Financial serviceswealth management services; Investment management; Banking services
Class 41
Training services in the field of financefinancial serviceswealth managementinvestment managementpensions and insurance
Class 42
Design and development of computer hardware and software; Platform as a service (PAAS) featuring computer software platforms for performing financial investmentsfinancial transactionsexecuting tradestransferring fundschecking investment performance; Software as a service (SAAS) services featuring software for performing financial investmentsfinancial transactionsexecuting tradestransferring fundschecking investment performance; Providing temporary use of online non-downloadable investment and wealth management software
Publications
History of USPTO decisions and trademark events.
33 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/16/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/16/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/16/2025
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
10/17/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
10/17/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/01/2023
PUBO
PUBLISHED FOR OPPOSITION
08/01/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/12/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/29/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/29/2023
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/29/2023
ALIE
ASSIGNED TO LIE
06/29/2023
XAEC
EXAMINER'S AMENDMENT ENTERED
06/29/2023
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
06/29/2023
GNEA
EXAMINERS AMENDMENT E-MAILED
06/29/2023
CNEA
EXAMINERS AMENDMENT -WRITTEN
06/29/2023
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
06/29/2023
RCCK
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
06/02/2023
ERSI
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
03/13/2023
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
11/21/2022
GNSL
LETTER OF SUSPENSION E-MAILED
11/21/2022
CNSL
SUSPENSION LETTER WRITTEN
11/21/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/18/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/18/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/18/2022
GEAN
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
11/07/2022
GEAP
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
11/07/2022
EPEN
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
11/07/2022
CPEA
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
11/07/2022
DOCK
ASSIGNED TO EXAMINER
11/02/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/27/2022
NWAP
NEW APPLICATION ENTERED
01/27/2022
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