Legal Representation
Attorney
Lynn M. Jordan
USPTO Deadlines
Application History
20 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 13, 2025 | ERSI | I | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | Loading... |
| Jul 31, 2025 | GNS2 | O | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED | Loading... |
| Jul 31, 2025 | GNSI | S | INQUIRY TO SUSPENSION E-MAILED | Loading... |
| Jul 31, 2025 | CNSI | R | SUSPENSION INQUIRY WRITTEN | Loading... |
| Jul 22, 2025 | RCCK | S | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | Loading... |
| Jun 30, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 21, 2025 | RCSC | S | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | Loading... |
| Mar 24, 2024 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| Mar 24, 2024 | GNSL | F | LETTER OF SUSPENSION E-MAILED | Loading... |
| Mar 24, 2024 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Feb 14, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Feb 14, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Feb 14, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Nov 14, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 14, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 14, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 22, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 20, 2023 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Jan 19, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 27, 2022 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth management, savings, investment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth management, asset management, portfolio management, investment management, fund management, model portfolio management, data management, data aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational users, product providers, financial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactions, asset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recording, management and manipulation
Additional Information
Design Mark
The mark consists of a hexagon and the words WEALTH OS.
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH OS"