TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/01/2026
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Dado oficial do USPTO
FGPS
Sabia que essa marca já está registrada no Estados Unidos?
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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
49
Atualização mais recente
07/01/2026
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
9, 36, 42
Data de depósito
24/04/2018
Data de registro
03/03/2020
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
03/03/2020
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
10/04/2018
Primeiro uso no comércio
14/06/2018
Código do desenho
4
Tipo de titular
03
Localização do titular
New York, NY
Examinador
KAJUBI,ELIZABETH N
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 9Classe 36Classe 42
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 9
Computer software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Computer software for simulations and analysis of algorithmic financial planning strategies; Computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; Computer software for maintenance of products and services financial profiles used in algorithmic financial planning; Computer software for delivering trusts and estates planning using algorithmic financial planning strategies; Computer software for delivering customized financial servicescustomized investment managementbrokeragelending and insurance servicesintegrated with algorithmic financial planning strategies; Computer software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies
Classe 36
Estate trust planning using algorithmic financial planning strategies; customized financial servicescustomized investment managementbrokeragelending and insurance servicesintegrated with algorithmic financial planning strategies; customized wealth management financial advice integrated with algorithmic financial planning strategies; customized money management financial advice integrated with algorithmic financial planning strategies; customized consumer financial advice integrated with algorithmic financial planning strategies
Classe 42
Software as a service (SaaS) services featuring cloud based software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using 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 trusts and estates planning using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized financial servicescustomized investment managementbrokeragelending and insurance servicesintegrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies
Publicações
Histórico de despachos e eventos da marca no USPTO.
49 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
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/03/2025
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
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
13/04/2022
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
R.PR
REGISTERED-PRINCIPAL REGISTER
03/03/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
28/01/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
26/01/2020
DOCK
ASSIGNED TO EXAMINER
05/01/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
12/12/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
12/12/2019
IUAF
USE AMENDMENT FILED
04/12/2019
EISU
TEAS STATEMENT OF USE RECEIVED
04/12/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
04/06/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/04/2019
PUBO
PUBLISHED FOR OPPOSITION
09/04/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
20/03/2019
DOCK
ASSIGNED TO EXAMINER
06/03/2019
ALIE
ASSIGNED TO LIE
04/03/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
14/02/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
14/02/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
14/02/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
14/02/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
14/02/2019
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
17/08/2018
GPRA
PRIORITY ACTION E-MAILED
17/08/2018
CPRA
PRIORITY ACTION WRITTEN
17/08/2018
DOCK
ASSIGNED TO EXAMINER
15/08/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/05/2018
NWAP
NEW APPLICATION ENTERED
27/04/2018
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