WTI - Trademark Details
Status: 807 - SU - Non-Final Action - Mailed
Image for trademark with serial number 87704339
Serial Number
87704339
Word Mark
WTI
Status
807 - SU - Non-Final Action - Mailed
Status Date
2021-10-18
Filing Date
2017-12-01
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2018-06-12
Attorney Name
Gina L. Durham, Esq.
Law Office Assigned Location Code
L70
Employee Name
JACKSON, STEVEN W
Statements
Goods and Services
Computer software for development of 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 of financial profiles used in algorithmic financial planning
Goods and Services
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
Goods and Services
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
Pseudo Mark
WEALTH TECHNOLOGIES INC
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2017-12-12
Primary Code
009
First Use Anywhere Date
2017-08-01
First Use In Commerce Date
2017-08-01
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2017-12-12
Primary Code
036
First Use Anywhere Date
2017-08-01
First Use In Commerce Date
2017-08-01
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2017-12-12
Primary Code
042
First Use Anywhere Date
2017-08-01
First Use In Commerce Date
2017-08-01
Current Trademark Owners
Party Name
Wealth Technologies Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Wealth Technologies Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Wealth Technologies Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Gina L. Durham, Esq.
Address
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Trademark Events
Event DateEvent Description
2017-12-05NEW APPLICATION ENTERED IN TRAM
2017-12-12NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2018-03-15ASSIGNED TO EXAMINER
2018-03-21NON-FINAL ACTION WRITTEN
2018-03-21NON-FINAL ACTION E-MAILED
2018-03-21NOTIFICATION OF NON-FINAL ACTION E-MAILED
2018-04-27TEAS RESPONSE TO OFFICE ACTION RECEIVED
2018-04-27CORRESPONDENCE RECEIVED IN LAW OFFICE
2018-04-27TEAS/EMAIL CORRESPONDENCE ENTERED
2018-05-04EXAMINERS AMENDMENT -WRITTEN
2018-05-04EXAMINERS AMENDMENT E-MAILED
2018-05-04NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2018-05-04ASSIGNED TO LIE
2018-05-04EXAMINER'S AMENDMENT ENTERED
2018-05-07APPROVED FOR PUB - PRINCIPAL REGISTER
2018-05-23NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2018-06-12PUBLISHED FOR OPPOSITION
2018-06-12OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2018-08-07NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2019-02-05TEAS EXTENSION RECEIVED
2019-02-05EXTENSION 1 FILED
2019-02-05EXTENSION 1 GRANTED
2019-02-07NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2019-08-06TEAS EXTENSION RECEIVED
2019-08-09CASE ASSIGNED TO INTENT TO USE PARALEGAL
2019-08-06EXTENSION 2 FILED
2019-08-09EXTENSION 2 GRANTED
2019-08-10NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2020-02-06TEAS EXTENSION RECEIVED
2020-02-06EXTENSION 3 FILED
2020-02-11EXTENSION 3 GRANTED
2020-02-12NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2020-09-07ABANDONMENT - NO USE STATEMENT FILED
2020-09-08ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
2020-10-31TEAS PETITION TO REVIVE RECEIVED
2020-10-31PETITION TO REVIVE-GRANTED
2020-10-31EXTENSION RECEIVED WITH TEAS PETITION
2020-11-02NOTICE OF REVIVAL - E-MAILED
2020-08-07EXTENSION 4 FILED
2020-11-04EXTENSION 4 GRANTED
2020-11-05NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2021-02-06TEAS EXTENSION RECEIVED
2021-02-06EXTENSION 5 FILED
2021-02-09EXTENSION 5 GRANTED
2021-02-10NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2021-07-29TEAS STATEMENT OF USE RECEIVED
2021-07-29TEAS POST PUBLICATION AMENDMENT RECEIVED
2021-08-27TEAS CHANGE OF OWNER ADDRESS RECEIVED
2021-08-27TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-08-27ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-08-27TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-08-27APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2021-07-29USE AMENDMENT FILED
2021-10-07STATEMENT OF USE PROCESSING COMPLETE
2021-10-07APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2021-10-18SU - NON-FINAL ACTION - WRITTEN
2021-10-18NON-FINAL ACTION E-MAILED
2021-10-18NOTIFICATION OF NON-FINAL ACTION E-MAILED