W Trademark

Trademark Overview


On Friday, June 11, 2021, a trademark application was filed for W with the United States Patent and Trademark Office. The USPTO has given the W trademark a serial number of 79333848. The federal status of this trademark filing is REGISTERED as of Tuesday, January 31, 2023. This trademark is owned by Wealthsimple Technologies Inc.. The W trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, Computer & Software Services & Scientific Services, Personal, and Legal & Social Services categories with the following description:

Providing on-line news in the field of finance; providing business news and commentary in the field of blockchain technology and cryptocurrency

Downloadable and recorded mobile application software for use in accessing and managing financial investments; downloadable and recorded mobile application software for wealth management, financial planning, investment counseling and advisory services; downloadable and recorded mobile application software for providing advisory services in the field of credit and debit control, investment, grants and financing of loans; downloadable and recorded mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; downloadable and recorded mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; downloadable and recorded mobile application software for automated investment management; downloadable and recorded mobile application software for financial consultation in the field of cryptocurrency; downloadable a...

Financial and investment services, namely, financial investments in the field of securities; financial management; financial management via the internet; financial planning and investment advisory services; money transfer; electronic transfer of funds; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money wiring services; money exchange services; financial services, namely, wealth management services; investment and management of portfolios of transferable securities and investment funds; automated investment management; financial planning, investment counseling and advisory services; financial advisory services in the field of credit and debit control, investment, grants and financing of loans; financial consultation in the field of cryptocurrency; financial asset management, namely, maintaining possession and records of financial assets of others; financial lending and financing services; capital investment services; finan...

Tax and taxation planning, advice, information and consultancy services; tax preparation services; tax filing services; preparing income tax reports; tax auditing services

Technology licensing, namely, licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments

Providing software as a service (SAAS) services featuring temporary use of non-downloadable software to simulate securities market activity in order to permit user to practice the skills of trading securities; software as a service (SAAS) services featuring trading software for securities, options, futures, currency, cryptocurrency and commodities; software as a service (SAAS) services featuring financial software for financial advisory services
w

General Information


Serial Number79333848
Word MarkW
Filing DateFriday, June 11, 2021
Status700 - REGISTERED
Status DateTuesday, January 31, 2023
Registration Number6966199
Registration DateTuesday, January 31, 2023
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 15, 2022

Trademark Statements


Goods and ServicesProviding on-line news in the field of finance; providing business news and commentary in the field of blockchain technology and cryptocurrency
Description of MarkThe mark consists of consists of the letter "W" within a circle of contrasting background.
Goods and ServicesDownloadable and recorded mobile application software for use in accessing and managing financial investments; downloadable and recorded mobile application software for wealth management, financial planning, investment counseling and advisory services; downloadable and recorded mobile application software for providing advisory services in the field of credit and debit control, investment, grants and financing of loans; downloadable and recorded mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; downloadable and recorded mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; downloadable and recorded mobile application software for automated investment management; downloadable and recorded mobile application software for financial consultation in the field of cryptocurrency; downloadable and recorded mobile application software for financial asset management, namely, maintaining possession and records of financial assets of others; downloadable and recorded mobile application software for investment and management of portfolios of transferable securities and investment funds; downloadable and recorded mobile application software for providing financial lending and financing services, capital investment services; downloadable and recorded mobile application software for providing brokerage services, namely, discount brokerage services, on-line brokerage services, day trading services, and online trading; downloadable and recorded mobile application software for online trading of securities, namely, managing orders and monitoring account balances; downloadable and recorded mobile application software for providing securities market research services, namely, constructing model portfolios of securities; downloadable and recorded mobile application software for providing account management services, namely, automated fee processing, statement production, and investment management; downloadable and recorded mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; downloadable and recorded mobile application software for providing stock and securities market information; downloadable and recorded mobile application software for providing online access to trading software; downloadable and recorded mobile application software for providing financial information in the field of securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services; downloadable and recorded mobile application software for providing business news and commentary in the field of blockchain technology and cryptocurrency; downloadable and recorded mobile application software for providing online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; downloadable and recorded mobile application software for providing financial trust and estate services, namely, trust company services, estate planning, estate management; downloadable and recorded mobile application software for providing mortgage services and providing mortgage information; downloadable and recorded mobile application software for providing insurance services and providing insurance information; downloadable and recorded mobile application software for management of tax registered plans; downloadable and recorded mobile application software for providing securities brokerage account services and margin loan services; downloadable and recorded mobile application software for providing tax and taxation planning, advice, information and consultancy services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing
Pseudo MarkWEALTHSIMPLE; WEALTH SIMPLE
Goods and ServicesFinancial and investment services, namely, financial investments in the field of securities; financial management; financial management via the internet; financial planning and investment advisory services; money transfer; electronic transfer of funds; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money wiring services; money exchange services; financial services, namely, wealth management services; investment and management of portfolios of transferable securities and investment funds; automated investment management; financial planning, investment counseling and advisory services; financial advisory services in the field of credit and debit control, investment, grants and financing of loans; financial consultation in the field of cryptocurrency; financial asset management, namely, maintaining possession and records of financial assets of others; financial lending and financing services; capital investment services; financial services, namely, cryptocurrency trading services in the nature of provision of a cryptocurrency blockchain for digital currency exchange and trading services; securities brokerage services, namely, discount securities brokerage services, on-line securities brokerage services, securities day trading services, and online securities trading; online trading of securities, namely, managing orders and monitoring account balances; securities market research services, namely, financial research in the involving constructing model portfolios of securities; account management services, namely, payment processing services in the field of credit card payments in the nature of automated fee processing and statement production; investment management; financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; providing stock and securities market information; providing securities clearing, namely, securities trading services; securities underwriting; option trading, futures trading, currency trading, cryptocurrency trading, commodities trading; financial advisory services; online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; financial trust and estate services, namely, trust company services being estate planning and estate management; mortgage financing and brokerage services and providing mortgage financial information; insurance brokerage services and providing insurance information; management of tax registered plans, namely, tax payment processing services; securities brokerage account services and margin loan services, namely, loan financing; payroll tax debiting, namely, tax payment processing services; tax payment processing services
Goods and ServicesTax and taxation planning, advice, information and consultancy services; tax preparation services; tax filing services; preparing income tax reports; tax auditing services
Goods and ServicesTechnology licensing, namely, licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments
Goods and ServicesProviding software as a service (SAAS) services featuring temporary use of non-downloadable software to simulate securities market activity in order to permit user to practice the skills of trading securities; software as a service (SAAS) services featuring trading software for securities, options, futures, currency, cryptocurrency and commodities; software as a service (SAAS) services featuring financial software for financial advisory services

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateFriday, February 18, 2022
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, February 18, 2022
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, February 18, 2022
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, February 18, 2022
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

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 DateFriday, February 18, 2022
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, February 18, 2022
Primary Code045
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameWealthsimple Technologies Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCA

Party NameWealthsimple Technologies Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCA

Party NameWealthsimple Technologies Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCA

Trademark Events


Event DateEvent Description
Friday, December 22, 2023CHANGE OF NAME/ADDRESS REC'D FROM IB
Tuesday, May 30, 2023FINAL DECISION TRANSACTION PROCESSED BY IB
Monday, May 8, 2023FINAL DISPOSITION NOTICE SENT TO IB
Monday, May 8, 2023FINAL DISPOSITION PROCESSED
Sunday, April 30, 2023FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
Tuesday, January 31, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 31, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, November 15, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 15, 2022PUBLISHED FOR OPPOSITION
Wednesday, October 26, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, October 7, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 13, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 12, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, September 12, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, May 25, 2022REFUSAL PROCESSED BY IB
Wednesday, May 4, 2022NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
Tuesday, May 3, 2022REFUSAL PROCESSED BY MPU
Thursday, March 24, 2022NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
Wednesday, March 23, 2022NON-FINAL ACTION WRITTEN
Wednesday, March 2, 2022ASSIGNED TO EXAMINER
Tuesday, February 22, 2022APPLICATION FILING RECEIPT MAILED
Friday, February 18, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, February 17, 2022SN ASSIGNED FOR SECT 66A APPL FROM IB