WEALTHIFY

Serial Number 97234657
Registration 7192008
700

Registration Progress

Application Filed
Jan 24, 2022
Under Examination
Approved for Publication
Aug 1, 2023
Published for Opposition
Aug 1, 2023
Registered
Oct 17, 2023

Trademark Image

WEALTHIFY

Basic Information

Serial Number
97234657
Registration Number
7192008
Filing Date
January 24, 2022
Registration Date
October 17, 2023
Published for Opposition
August 1, 2023
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Oct 17, 2023
Registration
Registered
Classes
009 035 036 041
+1 more

Rights Holder

Wealthify Ltd

99
Address
Tec Marina, Terra Nova Way
Penarth, Cardiff CF641SA
GB

Ownership History

Wealthify Ltd

Original Applicant
99
Penarth, Cardiff GB

Wealthify Ltd

Owner at Publication
99
Penarth, Cardiff GB

Wealthify Ltd

Original Registrant
99
Penarth, Cardiff GB

Legal Representation

Attorney
Charles Weigell

USPTO Deadlines

Next Deadline
1398 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20231017)
Due Date
October 17, 2029
Grace Period Ends
April 17, 2030
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

34 events
Date Code Type Description Documents
Dec 16, 2025 EWAF I TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS Loading...
Dec 16, 2025 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Dec 16, 2025 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Dec 16, 2025 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Oct 17, 2023 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Oct 17, 2023 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Aug 1, 2023 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Aug 1, 2023 PUBO A PUBLISHED FOR OPPOSITION Loading...
Jul 12, 2023 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Jun 29, 2023 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jun 29, 2023 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jun 29, 2023 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jun 29, 2023 ALIE A ASSIGNED TO LIE Loading...
Jun 29, 2023 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Jun 29, 2023 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Jun 29, 2023 GNEA O EXAMINERS AMENDMENT E-MAILED Loading...
Jun 29, 2023 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Jun 29, 2023 ZZZX Z PREVIOUS ALLOWANCE COUNT WITHDRAWN Loading...
Jun 29, 2023 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jun 2, 2023 RCCK S SUSPENSION CHECKED - TO ATTORNEY FOR ACTION Loading...
Mar 13, 2023 ERSI I TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED Loading...
Nov 21, 2022 GNS3 O NOTIFICATION OF LETTER OF SUSPENSION E-MAILED Loading...
Nov 21, 2022 GNSL S LETTER OF SUSPENSION E-MAILED Loading...
Nov 21, 2022 CNSL R SUSPENSION LETTER WRITTEN Loading...
Nov 18, 2022 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Nov 18, 2022 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Nov 18, 2022 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Nov 7, 2022 GEAN O NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED Loading...
Nov 7, 2022 GEAP F EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED Loading...
Nov 7, 2022 EPEN O COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY Loading...
Nov 7, 2022 CPEA R EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED Loading...
Nov 2, 2022 DOCK D ASSIGNED TO EXAMINER Loading...
Jan 27, 2022 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jan 27, 2022 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 009
Downloadable computer software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Downloadable computer software for financial services, wealth management, investment management and insurance, namely, software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance.; Downloadable electronic publications in the nature of magazines, blogs, and articles in the fields of finance, financial services, wealth management, investment management, pensions and insurance; Motion picture films about financial services, wealth management, investment management, pensions and insurance; Data processing equipment
Class 035
Advertising services; Business management consulting; Business advice; Commercial information services, via the internet; Business research; Data processing services; Provision of business information via global computer networks; Analyzing and compiling business data; Tax filing services
Class 036
Financial services, namely, financial investment brokerage, monitoring financial markets for investment purposes, advice related to investments, investment of funds, financial management, financial management of employee pension plans; Financial services, namely, wealth management services; Investment management; Banking services
Class 041
Training services in the field of finance, financial services, wealth management, investment management, pensions and insurance
Class 042
Design and development of computer hardware and software; Platform as a service (PAAS) featuring computer software platforms for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Software as a service (SAAS) services featuring software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Providing temporary use of online non-downloadable investment and wealth management software

Additional Information

Pseudo Mark
WEALTH IFY; WEALTHILY

Classification

International Classes
009 035 036 041 042