Legal Representation
Attorney
Jan Tamulewicz
USPTO Deadlines
Next Deadline
2152 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20251223)
Due Date
December 23, 2031
Grace Period Ends
June 23, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
18 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 23, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Dec 23, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| 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"