Legal Representation
Attorney
Jan Tamulewicz
USPTO Deadlines
Application History
16 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 4, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Nov 4, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Oct 29, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Oct 6, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Aug 14, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Aug 14, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Aug 14, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Aug 14, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Aug 12, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Aug 12, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Aug 12, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Aug 5, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jul 24, 2025 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Jul 24, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 3, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Mar 3, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Providing a website featuring resources, namely, non-downloadable software for aggregating wealth data from external custodians and other 3rd-party systems, namely, transferring data from external systems, unifying, cleaning, reconciling, aggregating, viewing, and analyzing investment data
First Use Anywhere:
20241100
First Use in Commerce:
20241100
Additional Information
Design Mark
The mark consists of a stylized letter "W" in a circle and the wording WEALTH DATA BOX.
Classification
International Classes
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH DATA"