Legal Representation
Attorney
Lisa Scher
USPTO Deadlines
Application History
13 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 28, 2016 | MAB2 | O | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | Loading... |
| Jul 28, 2016 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Mar 3, 2016 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Mar 3, 2016 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Mar 1, 2016 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Dec 31, 2015 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Dec 31, 2015 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Dec 31, 2015 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Dec 16, 2015 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 29, 2015 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Sep 10, 2015 | MDSM | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Sep 9, 2015 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 7, 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:
Sep 2, 2015
First Use in Commerce:
Sep 2, 2015
Additional Information
Design Mark
The mark consists of the grey wording "WEALTHCLOUD" above the black wording "The Integrated 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.
Pseudo Mark
WEALTH HUB THE INTEGRATED WEALTH PLATFORM.
Classification
International Classes
042