ADCH
CHANGE OF NAME/ADDRESS REC'D FROM IB
22/12/2023
Voltar para busca
Dado oficial do USPTO
W
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Active USPTO registrationTipo: MistaEscritório: US
Snapshot rápido
ST13
US500000079334025Classe
9, 35, 36, 41, 42, 45
Pedido
79334025
Registro
6966204
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
23
Atualização mais recente
22/12/2023
Classificação
Registrada
Tipo de marca
Mista
Classes Nice
9, 35, 36, 41, 42, 45
Data de depósito
11/06/2021
Data de registro
31/01/2023
Data de expiração
-
Ação recomendada
Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.
Próximo passo
Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
31/01/2023
Última transação
31/01/2023
Escritório responsável
United States Patent and Trademark Office
Código da situação
700
Cadastro oficial
Principal Register
Código do desenho
3
Tipo de titular
03
Localização do titular
CA
Examinador
KNIGHT, TROY FRANK
Unidade examinadora
L70
Localização atual
PUBLICATION AND ISSUE SECTION
Descrição da marca
The mark consists of the image of a coin with the letter "W" surrounded by a ring of circles appearing on the middle of the face of the coin.
Titulares e representantes
Titulares
Wealthsimple Technologies Inc.
Representantes
Daniel C. Neustadt Holland & Knight LLP
Classificação técnica
Classes Nice
Classe 9Classe 35Classe 36Classe 41Classe 42Classe 45
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 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
Classe 35
Tax and taxation planningadviceinformation and consultancy services; tax preparation services; tax filing services; preparing income tax reports; tax auditing services
Classe 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
Classe 41
Providing on-line news in the field of finance; providing business news and commentary in the field of blockchain technology and cryptocurrency
Classe 42
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
Classe 45
Technology licensinglicensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments
Publicações
Histórico de despachos e eventos da marca no USPTO.
23 publicações encontradas
FINO
FINAL DECISION TRANSACTION PROCESSED BY IB
30/05/2023
FICS
FINAL DISPOSITION NOTICE SENT TO IB
08/05/2023
FIMP
FINAL DISPOSITION PROCESSED
08/05/2023
FICR
FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
30/04/2023
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
31/01/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
31/01/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
15/11/2022
PUBO
PUBLISHED FOR OPPOSITION
15/11/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
26/10/2022
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/10/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
13/09/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/09/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/09/2022
RFNT
REFUSAL PROCESSED BY IB
25/05/2022
RFCS
NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
04/05/2022
RFRR
REFUSAL PROCESSED BY MPU
03/05/2022
RFCR
NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
24/03/2022
CNRT
NON-FINAL ACTION WRITTEN
23/03/2022
DOCK
ASSIGNED TO EXAMINER
02/03/2022
MAFR
APPLICATION FILING RECEIPT MAILED
01/03/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
25/02/2022
REPR
SN ASSIGNED FOR SECT 66A APPL FROM IB
24/02/2022
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