TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/01/2026
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Dado oficial do USPTO
WTI
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Active USPTO registrationTipo: VerbalEscritório: US
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
83
Atualização mais recente
07/01/2026
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
36, 42
Data de depósito
01/12/2017
Data de registro
24/05/2022
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
24/05/2022
Última transação
07/01/2026
Escritório responsável
United States Patent and Trademark Office
Código da situação
700
Cadastro oficial
Principal Register
Fundamento do pedido
Intent to use
Primeiro uso
01/08/2017
Primeiro uso no comércio
01/08/2017
Código do desenho
4
Tipo de titular
03
Localização do titular
New York, NY
Examinador
JACKSON,STEVEN W
Unidade examinadora
L70
Localização atual
PUBLICATION AND ISSUE SECTION
Titulares e representantes
Titulares
Wealth Technologies Inc.
Representantes
David Jackson Womble Bond Dickinson (US) LLP
Classificação técnica
Classes Nice
Classe 36Classe 42
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 36
Financial planning with multiple prioritized goals; creating personalized algorithmic financial planning strategies with multiple prioritized goals; customized financial services, namely, investment management, investment brokerage and insurance consultancy, integrated with algorithmic financial planning strategies with multiple prioritized goals; customized financial investment advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized money management financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized consumer financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals
Classe 42
Software as a service (SAAS) services featuring cloud based software for development and maintenance of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for delivering personal and household financial planning and advice using algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized financial services integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized investment advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized money management advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized consumer advice integrated with algorithmic financial planning strategies
Publicações
Histórico de despachos e eventos da marca no USPTO.
83 publicações encontradas
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/01/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/01/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05/01/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
05/01/2026
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
06/08/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/06/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/06/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/06/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/06/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/06/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
24/04/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
04/12/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
18/07/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
18/07/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
18/07/2023
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
23/06/2022
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
25/05/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
24/05/2022
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
19/04/2022
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
18/04/2022
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
13/04/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/04/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/04/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/04/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
18/10/2021
GNRT
NON-FINAL ACTION E-MAILED
18/10/2021
CNRT
SU - NON-FINAL ACTION - WRITTEN
18/10/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/10/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
07/10/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
27/08/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
27/08/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
27/08/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
27/08/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
27/08/2021
IUAF
USE AMENDMENT FILED
29/07/2021
EPPA
TEAS POST PUBLICATION AMENDMENT RECEIVED
29/07/2021
EISU
TEAS STATEMENT OF USE RECEIVED
29/07/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
10/02/2021
EX5G
SOU EXTENSION 5 GRANTED
09/02/2021
EXT5
SOU EXTENSION 5 FILED
06/02/2021
EEXT
SOU TEAS EXTENSION RECEIVED
06/02/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
05/11/2020
EX4G
SOU EXTENSION 4 GRANTED
04/11/2020
NREV
NOTICE OF REVIVAL - E-MAILED
02/11/2020
TPEX
SOU EXTENSION RECEIVED WITH TEAS PETITION
31/10/2020
PETG
PETITION TO REVIVE-GRANTED
31/10/2020
PROA
TEAS PETITION TO REVIVE RECEIVED
31/10/2020
MAB6
ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
08/09/2020
ABN6
ABANDONMENT - NO USE STATEMENT FILED
07/09/2020
EXT4
SOU EXTENSION 4 FILED
07/08/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
12/02/2020
EX3G
SOU EXTENSION 3 GRANTED
11/02/2020
EXT3
SOU EXTENSION 3 FILED
06/02/2020
EEXT
SOU TEAS EXTENSION RECEIVED
06/02/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
10/08/2019
EX2G
SOU EXTENSION 2 GRANTED
09/08/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/08/2019
EXT2
SOU EXTENSION 2 FILED
06/08/2019
EEXT
SOU TEAS EXTENSION RECEIVED
06/08/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
07/02/2019
EX1G
SOU EXTENSION 1 GRANTED
05/02/2019
EXT1
SOU EXTENSION 1 FILED
05/02/2019
EEXT
SOU TEAS EXTENSION RECEIVED
05/02/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
07/08/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/06/2018
PUBO
PUBLISHED FOR OPPOSITION
12/06/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
23/05/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/05/2018
XAEC
EXAMINER'S AMENDMENT ENTERED
04/05/2018
ALIE
ASSIGNED TO LIE
04/05/2018
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
04/05/2018
GNEA
EXAMINERS AMENDMENT E-MAILED
04/05/2018
CNEA
EXAMINERS AMENDMENT -WRITTEN
04/05/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
27/04/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
27/04/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
27/04/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
21/03/2018
GNRT
NON-FINAL ACTION E-MAILED
21/03/2018
CNRT
NON-FINAL ACTION WRITTEN
21/03/2018
DOCK
ASSIGNED TO EXAMINER
15/03/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/12/2017
NWAP
NEW APPLICATION ENTERED
05/12/2017
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