WEALTH TRANSFER GRAPH

Serial Number 98408742
645

Registration Progress

Application Filed
Feb 16, 2024
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

WEALTH TRANSFER GRAPH

Basic Information

Serial Number
98408742
Filing Date
February 16, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
645
Status Date
Apr 2, 2025
Application
Pending
Classes
042

Rights Holder

Alix, Inc.

03
Address
355 Bryant Street
Suite 403
San Francisco, CA 94107

Ownership History

Alix, Inc.

Original Applicant
03
San Francisco, CA

Legal Representation

Attorney
Christopher L Rasmussen

USPTO Deadlines

All Deadlines Cleared

All 3 deadline(s) have been cleared by subsequent events. No active deadlines at this time.

Application History

14 events
Date Code Type Description
Apr 2, 2025 CNFR R FINAL REFUSAL WRITTEN
Apr 2, 2025 GNFR O FINAL REFUSAL E-MAILED
Apr 2, 2025 GNFN O NOTIFICATION OF FINAL REFUSAL EMAILED
Mar 12, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 11, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 11, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 9, 2024 XELR I APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Dec 9, 2024 XELG O APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Sep 11, 2024 CNRT R NON-FINAL ACTION WRITTEN
Sep 11, 2024 GNRT F NON-FINAL ACTION E-MAILED
Sep 11, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 9, 2024 DOCK D ASSIGNED TO EXAMINER
Jun 20, 2024 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 16, 2024 NWAP I NEW APPLICATION ENTERED

Detailed Classifications

Class 042
Software as a service (SAAS) services featuring software in the field of estate planning and settlement for conducting estate settlement by describing the contents, distribution, and movement of assets from one generation to the next, highlighting the contents of an estate as well as the flow of money as it transitions from descendants to beneficiaries and then to various financial endeavors of home purchases, education expenses, debt clearance, and investment opportunities

Classification

International Classes
042