Trademark Overview
On Friday, May 3, 2024, a trademark application was filed for GEOWEALTH with the United States Patent and Trademark Office. The USPTO has given the GEOWEALTH trademark a serial number of 98532849. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, November 27, 2024. This trademark is owned by GeoWealth, LLC. The GEOWEALTH trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:
Trading and 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 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 investments; advisory, information and consultancy services relating to all the aforesaid services, including such services provided on-line from a computer database or via the Internet or ex...
Business consulting services related to investment 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.
Providing temporary use of non-downloadable computer software, namely, 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) featuring computer software platform 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 designi...
