| Serial Number | 98532849 |
| Word Mark | GEOWEALTH |
| Filing Date | Friday, May 3, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 13, 2025 |
| Registration Number | 7790806 |
| Registration Date | Tuesday, May 13, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 25, 2025 |
| Description of Mark | The mark consists of the stylized word "GEOWEALTH" to the right of a trisected circular design with each of the three pieces of the circle appearing in a swirl shape. |
| Pseudo Mark | GEO WEALTH |
| Goods and Services | Securities trading and capital investment services for others; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information and advice in the field of financial investments, and financial valuations; Information, advisory, consultancy and financial research services relating to finance and investments; Financial and investment portfolio analysis services; Vetting and provision of information relating to model investment portfolios; Securities trading and investing services for others via the internet; Investment portfolio management; Financial risk management consultation; Investment risk assessment services; Preparing financial reports for others for investment purposes; providing a website featuring information, news and commentary in the field of financial investments; advisory, information and consultancy services relating to investment and financial services provided on-line from a computer database or via the Internet or extranets. |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Business consulting services related to business management for financial advisors; Preparation of reports relating to investments for business or commercial purposes; Administration, billing, reconciliation, aggregation and rebalancing of accounts on behalf of others. |
| Goods and Services | Providing temporary use of non-downloadable computer software for providing an electronic asset management platform; providing temporary use of non-downloadable computer software for modeling, tracking, creating, issuing, analyzing, rebalancing and evaluating data in investment portfolios and the financial and investment industries; Platform as a Service (PaaS) services featuring computer software platforms that allows users to analyze, research, select and create investment portfolios; Software as a service (SAAS) services featuring software that allows users to submit trade requests, raise cash, invest cash, or liquidate a portfolio; Providing temporary use of non-downloadable computer software for investment risk assessment and asset allocation, investment proposals and summary statistics; Providing temporary use of non-downloadable computer software for managing contacts, tasks, emails, events, opportunities, and log notes; Providing temporary use of non-downloadable computer software for designing custom performance, portfolio, and transaction reports, and custom workflow requests; Providing temporary use of non-downloadable computer software for viewing aggregated and reconciled reports on financial accounts, uploading billing statements, and tax loss harvesting and tax transition services. |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 3, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, February 25, 2010 |
| First Use In Commerce Date | Thursday, February 25, 2010 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 3, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, February 25, 2010 |
| First Use In Commerce Date | Thursday, February 25, 2010 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 3, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, February 25, 2010 |
| First Use In Commerce Date | Thursday, February 25, 2010 |
| Party Name | GeoWealth, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60611 |
| Party Name | GeoWealth, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60611 |
| Party Name | GeoWealth, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60611 |
| Event Date | Event Description |
| Friday, May 3, 2024 | NEW APPLICATION ENTERED |
| Friday, November 1, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, November 1, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 27, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, November 27, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 18, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, November 27, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 25, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 25, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, February 25, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 26, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 19, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 25, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 25, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 13, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 13, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |