NRCS
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/30/2025
Back to search
Official data from USPTO
WEALTHOS
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
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
25
Latest update
10/14/2025
Trademark type
Word
Nice classes
42
Filing date
12/22/2022
Registration date
09/30/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/30/2025
Last transaction
10/14/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
Filing basis
Foreign priority
Drawing code
4
Owner type
99
Owner location
Caterham, GB
Examiner
VAGHANI,MAYUR C
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
WEALTHOS LIMITED
Representatives
Lynn M. Jordan KELLY IP, LLP
Technical classification
Nice Classes
Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 42
Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administrationregulatory recordkeepingportfolio managementclient communicationsaccount managementpaymentsdata aggregationdata managementfee computationbillingfinancial illustrationsfinancial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger managementtrade aggregationportfolio rebalancingcontribution managementwithdrawal managementholding management and valuationsorder interest routingaccount fundingasset transfersfee recovery relating to asset transactionsasset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recordingmanagement and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth managementsavingsinvestment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth managementasset managementportfolio managementinvestment managementfund managementmodel portfolio managementdata managementdata aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational usersproduct providersfinancial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactionsasset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recordingmanagement and manipulation
Publications
History of USPTO decisions and trademark events.
25 publications found
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
09/30/2025
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
09/04/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/25/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/25/2025
ALIE
ASSIGNED TO LIE
08/25/2025
ERSI
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
08/13/2025
GNS2
NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
07/31/2025
GNSI
INQUIRY TO SUSPENSION E-MAILED
07/31/2025
CNSI
SUSPENSION INQUIRY WRITTEN
07/31/2025
RCCK
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
07/22/2025
DOCK
ASSIGNED TO EXAMINER
06/30/2025
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
01/21/2025
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
03/24/2024
GNSL
LETTER OF SUSPENSION E-MAILED
03/24/2024
CNSL
SUSPENSION LETTER WRITTEN
03/24/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/14/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/14/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/14/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/14/2023
GNRT
NON-FINAL ACTION E-MAILED
11/14/2023
CNRT
NON-FINAL ACTION WRITTEN
11/14/2023
DOCK
ASSIGNED TO EXAMINER
09/22/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/19/2023
NWAP
NEW APPLICATION ENTERED
12/26/2022
Continuous trademark protection
Get notified about every new filing that threatens WEALTHOS or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.