DONATO WEALTH MANAGEMENT Trademark

Trademark Overview


On Tuesday, October 29, 2024, a trademark application was filed for DONATO WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the DONATO WEALTH MANAGEMENT trademark a serial number of 98826420. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, October 29, 2024. The DONATO WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Financial advice and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment brokerage; Investment management; Estate planning; Social Security and Medicare claims administration and consulting services rendered to individuals; Insurance consulting in the fields of life insurance; Insurance consultancy; Insurance agency and brokerage; Social security consulting services rendered to individuals in the nature of social security maximization; Financial retirement plan consulting services in the nature of tax-efficient retirement income planning

Accounting services; Tax consultation; Income tax preparation; Tax advisory services; Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning

Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing ...
donato wealth management

General Information


Serial Number98826420
Word MarkDONATO WEALTH MANAGEMENT
Filing DateTuesday, October 29, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, October 29, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial advice and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment brokerage; Investment management; Estate planning; Social Security and Medicare claims administration and consulting services rendered to individuals; Insurance consulting in the fields of life insurance; Insurance consultancy; Insurance agency and brokerage; Social security consulting services rendered to individuals in the nature of social security maximization; Financial retirement plan consulting services in the nature of tax-efficient retirement income planning
Goods and ServicesAccounting services; Tax consultation; Income tax preparation; Tax advisory services; Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning
Goods and ServicesProviding temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment processing; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investment, and retirement planning which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; Providing temporary use of online non-downloadable software and applications for use in tax planning; Providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Providing temporary use of non-downloadable computer software for transaction order entry, directing and order confirmation to consumers all in the field of investing; Monitoring of computer systems for security purposes, namely, monitoring computer systems for detecting unauthorized access or data breach in relation to bank, broker, credit card and other financial accounts; Electronic monitoring of personally identifying information to detect identity theft via the internet in relation to bank, broker, credit card and other financial accounts

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 29, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 29, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, October 29, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressLeander, TX 78641

Trademark Events


Event DateEvent Description
Tuesday, October 29, 2024NEW APPLICATION ENTERED
Tuesday, October 29, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED