NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
05/13/2025
Back to search
Official data from USPTO
GEOWEALTH
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
Quick snapshot
GEOWEALTH
ST13
US500000098532832Class
35, 36, 42
Filing
98532832
Registration
7790805
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
15
Latest update
05/13/2025
Trademark type
Word
Nice classes
35, 36, 42
Filing date
05/03/2024
Registration date
05/13/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/13/2025
Last transaction
05/13/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
02/25/2010
First use in commerce
02/25/2010
Drawing code
4
Owner type
16
Owner location
Chicago, IL
Examiner
WICKERSHAM, JUSTIN
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
GeoWealth, LLC
Representatives
Jaclyne D. Wallace Foley & Lardner LLP
Technical classification
Nice Classes
Class 35Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business consulting services related to business management for financial advisors; Preparation of reports relating to investments for business or commercial purposes; Administrationbillingreconciliationaggregation and rebalancing of accounts on behalf of others
Class 36
Securities trading and capital investment services for others; Financial servicescoordination of an investment portfolio's maintenancetradingrebalancingtax management needs; Providing information and advice in the field of financial investmentsfinancial valuations; Informationadvisoryconsultancy and financial research services relating to finance and investments; Financial and investment portfolio analysis services; Vetting and provision of information relating to model investment portfolios; Securities trading and investing services for others via the internet; Investment portfolio management; Financial risk management consultation; Investment risk assessment services; Preparing financial reports for others for investment purposes; providing a website featuring informationnews and commentary in the field of financial investments; advisoryinformation and consultancy services relating to investment and financial services provided on-line from a computer database or via the Internet or extranets.
Class 42
Providing temporary use of non-downloadable computer software for providing an electronic asset management platform; providing temporary use of non-downloadable computer software for modelingtrackingcreatingissuinganalyzingrebalancing and evaluating data in investment portfolios and the financial and investment industries; Platform as a Service (PaaS) services featuring computer software platforms that allows users to analyzeresearchselect and create investment portfolios; Software as a service (SAAS) services featuring software that allows users to submit trade requestsraise cashinvest cashliquidate a portfolio; Providing temporary use of non-downloadable computer software for investment risk assessment and asset allocationinvestment proposals and summary statistics; Providing temporary use of non-downloadable computer software for managing contactstasksemailseventsopportunitieslog notes; Providing temporary use of non-downloadable computer software for designing custom performanceportfoliotransaction reportscustom workflow requests; Providing temporary use of non-downloadable computer software for viewing aggregated and reconciled reports on financial accountsuploading billing statementstax loss harvesting and tax transition services.
Publications
History of USPTO decisions and trademark events.
15 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
05/13/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/25/2025
PUBO
PUBLISHED FOR OPPOSITION
03/25/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/19/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/26/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/25/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/25/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/25/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/27/2024
GNRT
NON-FINAL ACTION E-MAILED
11/27/2024
CNRT
NON-FINAL ACTION WRITTEN
11/27/2024
DOCK
ASSIGNED TO EXAMINER
11/18/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/30/2024
NWAP
NEW APPLICATION ENTERED
05/03/2024
Continuous trademark protection
Get notified about every new filing that threatens GEOWEALTH or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.