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 PUBLISHED FOR OPPOSITION as of Tuesday, November 12, 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
investment wizard

General Information


Serial Number98473471
Word MarkINVESTMENT WIZARD
Filing DateThursday, March 28, 2024
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, November 12, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 12, 2024

Trademark Statements


NOT AVAILABLE"INVESTMENT"
Goods and ServicesProviding on-line non-downloadable software for analyzing clients' financial needs using a scoring methodology and matching financial products to consumers

Classification Information


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 DateThursday, March 28, 2024
Primary Code042
First Use Anywhere DateWednesday, September 13, 2017
First Use In Commerce DateMonday, December 18, 2017

Trademark Owner History


Party NameCapitalROCK, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNorth Salt Lake, UT 84054

Party NameCapitalROCK, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNorth Salt Lake, UT 84054

Trademark Events


Event DateEvent Description
Thursday, March 28, 2024NEW APPLICATION ENTERED
Thursday, March 28, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, April 3, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 19, 2024ASSIGNED TO EXAMINER
Thursday, September 26, 2024NON-FINAL ACTION E-MAILED
Thursday, September 26, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, September 26, 2024NON-FINAL ACTION WRITTEN
Wednesday, October 2, 2024EXAMINERS AMENDMENT E-MAILED
Wednesday, October 2, 2024EXAMINERS AMENDMENT -WRITTEN
Wednesday, October 2, 2024EXAMINER'S AMENDMENT ENTERED
Wednesday, October 2, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 2, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, October 23, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 12, 2024PUBLISHED FOR OPPOSITION
Tuesday, November 12, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED