INVESTMENT WIZARD Trademark
Trademark Overview
On Thursday, March 28, 2024, a trademark application was filed for INVESTMENT WIZARD with the United States Patent and Trademark Office. The USPTO has given the INVESTMENT WIZARD trademark a serial number of 98473471. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, March 28, 2024. This trademark is owned by CapitalROCK, LLC. The INVESTMENT WIZARD trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Providing on-line non-downloadable software for analyzing clients' financial needs using a scoring methodology and matching financial products to consumers
General Information
| Serial Number | 98473471 |
| Word Mark | INVESTMENT WIZARD |
| Filing Date | Thursday, March 28, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, March 28, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Providing on-line non-downloadable software for analyzing clients' financial needs using a scoring methodology and matching financial products to consumers |
Classification Information
| 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 | Thursday, March 28, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, September 13, 2017 |
| First Use In Commerce Date | Monday, December 18, 2017 |
Trademark Owner History
| Party Name | CapitalROCK, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | North Salt Lake, UT 84054 |
Trademark Events
| Event Date | Event Description |
| Thursday, March 28, 2024 | NEW APPLICATION ENTERED |
| Thursday, March 28, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 3, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
