ADCH
CHANGE OF NAME/ADDRESS REC'D FROM IB
12/22/2023
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Official data from USPTO
W
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: CombinedOffice: US
Quick snapshot
ST13
US500000079333848Class
9, 35, 36, 41, 42, 45
Filing
79333848
Registration
6966199
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
12/22/2023
Classification
Registered
Trademark type
Combined
Nice classes
9, 35, 36, 41, 42, 45
Filing date
06/11/2021
Registration date
01/31/2023
Expiration date
-
Recommended action
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Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/31/2023
Last transaction
01/31/2023
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Drawing code
3
Owner type
03
Owner location
CA
Examiner
KNIGHT, TROY FRANK
Law office
L70
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of consists of the letter "W" within a circle of contrasting background.
Holders and representatives
Holders
Wealthsimple Technologies Inc.
Representatives
Daniel C. Neustadt Holland & Knight LLP
Technical classification
Nice Classes
Class 9Class 35Class 36Class 41Class 42Class 45
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable and recorded mobile application software for use in accessing and managing financial investments; downloadable and recorded mobile application software for wealth managementfinancial planninginvestment counseling and advisory services; downloadable and recorded mobile application software for providing advisory services in the field of credit and debit controlinvestmentgrants and financing of loans; downloadable and recorded mobile application software for tradingsecurities clearingunderwritingoption tradingfutures tradingcurrency tradingcommodities trading; downloadable and recorded mobile application software for money transferelectronic transfer of fundselectronic payment servicesmoney wiring services and money exchange services; downloadable and recorded mobile application software for automated investment management; downloadable and recorded mobile application software for financial consultation in the field of cryptocurrency; downloadable and recorded mobile application software for financial asset managementmaintaining possession and records of financial assets of others; downloadable and recorded mobile application software for investment and management of portfolios of transferable securities and investment funds; downloadable and recorded mobile application software for providing financial lending and financing servicescapital investment services; downloadable and recorded mobile application software for providing brokerage servicesdiscount brokerage serviceson-line brokerage servicesday trading servicesonline trading; downloadable and recorded mobile application software for online trading of securitiesmanaging orders and monitoring account balances; downloadable and recorded mobile application software for providing securities market research servicesconstructing model portfolios of securities; downloadable and recorded mobile application software for providing account management servicesautomated fee processingstatement productioninvestment management; downloadable and recorded mobile application software for providing financial information in the field of securities and stockequitiesderivativesfuturesguaranteed investment certificate (GIC)foreign exchange (FX) spot tradingfixed incomemutual fundsexchange traded funds marketsdelayed and real-time stockequitiesderivativesguaranteed investment certificate (GIC)exempt market productsprivate placementmarket quotescryptocurrency exchange and trading; downloadable and recorded mobile application software for providing stock and securities market information; downloadable and recorded mobile application software for providing online access to trading software; downloadable and recorded mobile application software for providing financial information in the field of securities clearingunderwritingoption tradingfutures tradingcurrency tradingcryptocurrency tradingcommodities tradingfinancial advisory services; downloadable and recorded mobile application software for providing business news and commentary in the field of blockchain technology and cryptocurrency; downloadable and recorded mobile application software for providing online financial research servicesproviding information on securities and marketsproviding delayed and real time market quotes; downloadable and recorded mobile application software for providing financial trust and estate servicestrust company servicesestate planningestate management; downloadable and recorded mobile application software for providing mortgage services and providing mortgage information; downloadable and recorded mobile application software for providing insurance services and providing insurance information; downloadable and recorded mobile application software for management of tax registered plans; downloadable and recorded mobile application software for providing securities brokerage account services and margin loan services; downloadable and recorded mobile application software for providing tax and taxation planningadviceinformation and consultancy servicestax preparation servicestax filing servicespreparing income tax reportstax auditing services and for payroll tax debiting and tax payment processing
Class 35
Tax and taxation planningadviceinformation and consultancy services; tax preparation services; tax filing services; preparing income tax reports; tax auditing services
Class 36
Financial and investment servicesfinancial investments in the field of securities; financial management; financial management via the internet; financial planning and investment advisory services; money transfer; electronic transfer of funds; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money wiring services; money exchange services; financial serviceswealth management services; investment and management of portfolios of transferable securities and investment funds; automated investment management; financial planninginvestment counseling and advisory services; financial advisory services in the field of credit and debit controlinvestmentgrants and financing of loans; financial consultation in the field of cryptocurrency; financial asset managementmaintaining possession and records of financial assets of others; financial lending and financing services; capital investment services; financial servicescryptocurrency trading services in the nature of provision of a cryptocurrency blockchain for digital currency exchange and trading services; securities brokerage servicesdiscount securities brokerage serviceson-line securities brokerage servicessecurities day trading servicesonline securities trading; online trading of securitiesmanaging orders and monitoring account balances; securities market research servicesfinancial research in the involving constructing model portfolios of securities; account management servicespayment processing services in the field of credit card payments in the nature of automated fee processing and statement production; investment management; financial information in the field of securities and stockequitiesderivativesfuturesguaranteed investment certificate (GIC)foreign exchange (FX) spot tradingfixed incomemutual fundsexchange traded funds marketsdelayed and real-time stockequitiesderivativesguaranteed investment certificate (GIC)exempt market productsprivate placementmarket quotescryptocurrency exchange and trading; providing stock and securities market information; providing securities clearingsecurities trading services; securities underwriting; option tradingfutures tradingcurrency tradingcryptocurrency tradingcommodities trading; financial advisory services; online financial research servicesproviding information on securities and marketsproviding delayed and real time market quotes; financial trust and estate servicestrust company services being estate planning and estate management; mortgage financing and brokerage services and providing mortgage financial information; insurance brokerage services and providing insurance information; management of tax registered planstax payment processing services; securities brokerage account services and margin loan servicesloan financing; payroll tax debitingtax payment processing services; tax payment processing services
Class 41
Providing on-line news in the field of finance; providing business news and commentary in the field of blockchain technology and cryptocurrency
Class 42
Providing software as a service (SAAS) services featuring temporary use of non-downloadable software to simulate securities market activity in order to permit user to practice the skills of trading securities; software as a service (SAAS) services featuring trading software for securitiesoptionsfuturescurrencycryptocurrency and commodities; software as a service (SAAS) services featuring financial software for financial advisory services
Class 45
Technology licensinglicensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments
Publications
History of USPTO decisions and trademark events.
23 publications found
FINO
FINAL DECISION TRANSACTION PROCESSED BY IB
05/30/2023
FICS
FINAL DISPOSITION NOTICE SENT TO IB
05/08/2023
FIMP
FINAL DISPOSITION PROCESSED
05/08/2023
FICR
FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
04/30/2023
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
01/31/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
01/31/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/15/2022
PUBO
PUBLISHED FOR OPPOSITION
11/15/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/26/2022
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/07/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/13/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/12/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/12/2022
RFNT
REFUSAL PROCESSED BY IB
05/25/2022
RFCS
NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
05/04/2022
RFRR
REFUSAL PROCESSED BY MPU
05/03/2022
RFCR
NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
03/24/2022
CNRT
NON-FINAL ACTION WRITTEN
03/23/2022
DOCK
ASSIGNED TO EXAMINER
03/02/2022
MAFR
APPLICATION FILING RECEIPT MAILED
02/22/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/18/2022
REPR
SN ASSIGNED FOR SECT 66A APPL FROM IB
02/17/2022
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