VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS Trademark
Trademark Overview
On Friday, May 17, 2024, a trademark application was filed for VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS trademark a serial number of 98557115. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, December 10, 2024. This trademark is owned by Valcori Automated Solutions, LLC. The VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring backend automated office functions for wealth management and consulting providers specifically, data reporting, workflow integration, cross-platform information with outside vendors, and communications processes to field personnel and back-office departments.; Software as a service (SAAS) services featuring tools to visually design, create, and modify workflows or business processes
General Information
| Serial Number | 98557115 |
| Word Mark | VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS |
| Filing Date | Friday, May 17, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, December 10, 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 | Software as a service (SAAS) services featuring backend automated office functions for wealth management and consulting providers specifically, data reporting, workflow integration, cross-platform information with outside vendors, and communications processes to field personnel and back-office departments.; Software as a service (SAAS) services featuring tools to visually design, create, and modify workflows or business processes |
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 | Friday, May 17, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Valcori Automated Solutions, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dover, DE 19901 |
Trademark Events
| Event Date | Event Description |
| Friday, May 17, 2024 | NEW APPLICATION ENTERED |
| Wednesday, November 20, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 3, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, December 10, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, December 10, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, December 10, 2024 | NON-FINAL ACTION E-MAILED |
