NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
01/06/2026
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Official data from USPTO
COLLABORATIVE IMPACT
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
COLLABORATIVE IMPACT
ST13
US500000098151015Class
9, 35, 36, 42
Filing
98151015
Registration
8096532
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
29
Latest update
01/06/2026
Trademark type
Word
Nice classes
9, 35, 36, 42
Filing date
08/25/2023
Registration date
01/06/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/06/2026
Last transaction
01/06/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/09/2025
First use in commerce
06/09/2025
Drawing code
4
Owner type
03
Owner location
San Francisco, CA
Examiner
HESIK,APRIL ANNE
Law office
N60
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Way2b1.com, Inc.
Representatives
Rhett V. Barney LEE & HAYES, PC
Technical classification
Nice Classes
Class 9Class 35Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable mobile applications for the management of financial affairs of individualstheir related entities such as partnershipstrustsqualified planscorporationsadvisory firms serving individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document managementclient relationship managementgeneral ledger and transaction processinginvestment performance reportinginvestment managementdata aggregationwith integrated reconciliation and verificationutilizing a singleintegrated database; downloadable computer software for the management of financial affairs of ultra- high net worth individualstheir related entities such as partnershipstrustsqualified planscorporationsadvisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document managementclient relationship managementgeneral ledger and transaction processinginvestment performance reportinginvestment managementdata aggregationwith integrated reconciliation and verificationutilizing a singleintegrated database; downloadable computer software comprising a comprehensive database management system of downloadable computer software for database management and also including document managementclient relationship managementgeneral ledger and transaction processinginvestment performance reportinginvestment managementdata aggregationwith integrated reconciliation and verificationutilizing a singleintegrated database; Downloadable software featuring computer software for appointment scheduling; Downloadable software featuring computer software for monitoring and managing workers and work flowdispatching work force and supporting resources; Downloadable software featuring computer software for organizing and providing a platform for collaborationsharing of information and interactive discussions to other usersuploading and transferring data and information; Downloadable software featuring computer software for business managementcustomer relationship managementdocument managementbusiness process automationno-code and low-code modular software developmentdata processing and visualizationhuman resources managementcalendaring and schedulingelectronic messaging services for business communications; Downloadable software featuring computer software for business managementoperations and data analysis; Downloadable software featuring computer software for financial wellness educationpersonal budgetingorganization of personal finances for the purpose of debt eliminationpersonal finance educationorganization of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for users to postuploadview and share datainformation and multimedia content; Downloadable software featuring computer software for enabling communication between users on community sites on the Internet; Downloadable software featuring computer software for real-time transmission of datamessageslocation informationpictureslink information and texts; Downloadable software featuring computer software for programs in data networks for accessing on-line databases; Downloadable software featuring computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; Downloadable software featuring computer software for use in tracking habits and goals; downloadable computer programs and downloadable computer software for machine-learning based language and speech processing software; downloadable computer chatbot software for simulating conversations; downloadable computer programs and downloadable computer software for creating and generating text
Class 35
Family succession planningfamily business succession planning; business transition planningbusiness succession planningproviding employment counseling information on how to successfully transition jobs; tax planning; Family office business servicesproviding business management and business consulting services for family offices; Family office business administration services; philanthropy consultation related to taxation planning; tax and taxation planningadviceinformationconsultancy services
Class 36
Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office servicesfinancial planninginvestmentadvisory services tailored to wealthy families; Family office servicesfinancial advisory and consultancy services in the field of financial planning for families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; financial advice relating to tax
Class 42
Software as a service (SAAS) services featuring software for the management of financial affairs of individualstheir related entities such as partnershipstrustsqualified planscorporationsadvisory firms serving individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document managementclient relationship managementgeneral ledger and transaction processinginvestment performance reportinginvestment managementdata aggregationwith integrated reconciliation and verificationutilizing a singleintegrated database; Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individualstheir related entities such as partnershipstrustsqualified planscorporationsadvisory firms serving ultrahigh net worth individuals and their related entities; Software as a service (SAAS) services featuring software comprising a comprehensive database management system of downloadable computer software for database management and also including document managementclient relationship managementgeneral ledger and transaction processinginvestment performance reportinginvestment managementdata aggregationwith integrated reconciliation and verificationutilizing a singleintegrated database; Software as a service (SAAS) services featuring online non-downloadable computer software for appointment scheduling; Software as a service (SAAS) services featuring online non-downloadable computer software for monitoring and managing workers and work flowdispatching work force and supporting resources; Software as a service (SAAS) services featuring online non-downloadable computer software for organizing and providing a platform for collaborationsharing of information and interactive discussions to other usersuploading and transferring data and information; Providing Software-as-a-Service (SaaS) services featuring onlinenon-downloadable software for business managementcustomer relationship managementdocument managementbusiness process automationno-code and low-code modular software developmentdata processing and visualizationhuman resources managementcalendaring and schedulingelectronic messaging services for business communications; Software as a service (SAAS) services featuring software for business managementoperations and data analysis; Providing temporary use of a non-downloadable web application for financial wellness educationpersonal budgetingorganization of personal finances for the purpose of debt eliminationpersonal finance educationorganization of personal finances for the purposes of financial planning and management; Platform as a service (PAAS) featuring computer software platforms for financial wellness educationpersonal budgetingorganization of personal finances for the purpose of debt eliminationpersonal finance educationorganization of personal finances for the purposes of financial planning and management; Providing a website featuring non-downloadable software for financial wellness educationpersonal budgetingorganization of personal finances for the purpose of debt eliminationpersonal finance educationorganization of personal finances for the purposes of financial planning and management; Providing temporary use of non-downloadable computer software which enables Internet users to postuploadview and share datainformation and multimedia content; provision of online non-downloadable computer software for enabling communication between users on community sites on the Internet; providing online non-downloadable computer software for real-time transmission of datamessageslocation informationpictureslink information and texts; provision of online non-downloadable computer software programs in data networks for accessing on-line databases; providing temporary use of non- downloadable computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; software as a service (SaaS) featuring software for use in tracking habits and goals; providing on-line temporary use of non-downloadable software for use in tracking habits and goals; provision of computer programs in data networksproviding online non-downloadable software for use in tracking habits and goals; providing online non-downloadable computer programs for machine-learning based language and speech processing software; online non-downloadable computer chatbot software for simulating conversations; providing online non-downloadable computer programs for creating and generating text
Publications
History of USPTO decisions and trademark events.
29 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
01/06/2026
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
12/17/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
12/17/2025
SUPC
STATEMENT OF USE PROCESSING COMPLETE
12/03/2025
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
12/02/2025
IUAF
USE AMENDMENT FILED
06/09/2025
EISU
TEAS STATEMENT OF USE RECEIVED
06/09/2025
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
12/17/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/05/2024
PUBO
PUBLISHED FOR OPPOSITION
11/05/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/16/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/10/2024
XAEC
EXAMINER'S AMENDMENT ENTERED
09/10/2024
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/10/2024
GNEA
EXAMINERS AMENDMENT E-MAILED
09/10/2024
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/10/2024
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
09/09/2024
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
08/13/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/29/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/26/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/26/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/26/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/26/2024
GNRT
NON-FINAL ACTION E-MAILED
04/26/2024
CNRT
NON-FINAL ACTION WRITTEN
04/26/2024
DOCK
ASSIGNED TO EXAMINER
04/25/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/21/2023
NWAP
NEW APPLICATION ENTERED
08/29/2023
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