WEALTH ORCHESTRATED - Trademark Details
Status: 700 - Registered
Serial Number
88805230
Registration Number
6591141
Word Mark
WEALTH ORCHESTRATED
Status
700 - Registered
Status Date
2021-12-14
Filing Date
2020-02-21
Registration Number
6591141
Registration Date
2021-12-14
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2020-06-30
Attorney Name
Law Office Assigned Location Code
L60
Employee Name
HETZEL, DANNEAN
Statements
Disclaimer with Predetermined Text
"WEALTH"
Goods and Services
Financial consultancy, advice, planning and management; investment advisory services; investment management; financial portfolio analysis services; investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, and financial philanthropic gift planning; providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a web site to retrieve and display data from third party financial and investment web sites on one or more consolidated views; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, banks and other financial institutions, accounts, lawyers and other professional advisors, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; providing information pertaining to finance, banking, investments and retirement planning, through electronic means
Goods and Services
Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing temporary use of online non-downloadable software and applications for use by family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants, in the management of investments, taxes, philanthropic activities, trusts, household finances, real property maintenance, housekeeping and repairs, and travel planning and coordination; providing temporary use of online non-downloadable software and applications for use to facilitate communication among family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants; providing temporary use of online non-downloadable software and applications for use by family offices, families, households and individuals, and their professional advisors and support personnel, in the management of information and communications related to staffing, health and medical matters, pets, social connections, calendaring, recordkeeping and memorabilia
Classification Information
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
2020-02-25
Primary Code
036
First Use Anywhere Date
2018-08-30
First Use In Commerce Date
2018-08-30
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
2020-02-25
Primary Code
042
First Use Anywhere Date
2018-08-30
First Use In Commerce Date
2018-08-30
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Vivek J. Rao
Address
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Trademark Events
Event Date | Event Description |
2020-02-25 | NEW APPLICATION ENTERED IN TRAM |
2020-02-25 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2020-05-12 | ASSIGNED TO EXAMINER |
2020-05-22 | EXAMINERS AMENDMENT -WRITTEN |
2020-05-22 | EXAMINERS AMENDMENT E-MAILED |
2020-05-22 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2020-05-22 | EXAMINER'S AMENDMENT ENTERED |
2020-05-22 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2020-06-10 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2020-06-30 | PUBLISHED FOR OPPOSITION |
2020-06-30 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2020-08-25 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
2021-01-29 | TEAS EXTENSION RECEIVED |
2021-01-29 | EXTENSION 1 FILED |
2021-01-29 | EXTENSION 1 GRANTED |
2021-02-02 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
2021-08-17 | TEAS STATEMENT OF USE RECEIVED |
2021-08-22 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
2021-08-17 | USE AMENDMENT FILED |
2021-08-22 | STATEMENT OF USE PROCESSING COMPLETE |
2021-08-23 | SU - NON-FINAL ACTION - WRITTEN |
2021-08-23 | NON-FINAL ACTION E-MAILED |
2021-08-23 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2021-11-02 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2021-11-08 | ASSIGNED TO LIE |
2021-11-08 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2021-11-08 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2021-11-08 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
2021-11-09 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
2021-12-14 | REGISTERED-PRINCIPAL REGISTER |