Legal Representation
Attorney
Lisa B. Scher,
USPTO Deadlines
Application History
26 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 14, 2016 | MAB2 | O | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | Loading... |
| Oct 14, 2016 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Mar 16, 2016 | UNDC | O | UNDELIVERABLE MAIL - COURTESY COPY MAILED | Loading... |
| Mar 9, 2016 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Mar 9, 2016 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| Mar 9, 2016 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 4, 2016 | ZZZX | Z | PREVIOUS ALLOWANCE COUNT WITHDRAWN | Loading... |
| Mar 1, 2016 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Mar 1, 2016 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Mar 1, 2016 | PBCR | Z | WITHDRAWN FROM PUB - OG REVIEW QUERY | Loading... |
| Feb 17, 2016 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Feb 7, 2016 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jan 28, 2016 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jan 28, 2016 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jan 26, 2016 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jan 14, 2016 | ERSI | I | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | Loading... |
| Oct 29, 2015 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Sep 1, 2015 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Sep 1, 2015 | GNSL | F | LETTER OF SUSPENSION E-MAILED | Loading... |
| Sep 1, 2015 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| Aug 25, 2015 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 12, 2015 | TAEA | I | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED | Loading... |
| Jun 12, 2015 | PARI | I | TEAS VOLUNTARY AMENDMENT RECEIVED | Loading... |
| May 23, 2015 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| May 22, 2015 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 18, 2015 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by the financial industry, namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts
First Use Anywhere:
May 5, 2015
First Use in Commerce:
May 5, 2015
Additional Information
Design Mark
The mark consists of the grey wording "WEALTHCLOUD" above the black wording "THE INTEGRATIVE WEALTH PLATFORM." next to a circle comprising ( a venn diagram), three overlapping ovals with pointed ends, one yellow, one light blue and one red, that create other shapes of different colors where they overlap comprising three smaller ovals with pointed ends, one lime green, one orange, one lilac and a purple triangle in the center.
Color Claim
The color(s) yellow, orange, red, lilac, purple, light blue, lime green, grey and black is/are claimed as a feature of the mark.
Classification
International Classes
042