| Serial Number | 99065082 |
| Word Mark | W WEALTH DATA BOX |
| Filing Date | Monday, March 3, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 23, 2025 |
| Registration Number | 8075049 |
| Registration Date | Tuesday, December 23, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 4, 2025 |
| Description of Mark | The mark consists of a stylized letter "W" in a circle and the wording WEALTH DATA BOX. |
| NOT AVAILABLE | "WEALTH DATA" |
| Goods and Services | Providing a website featuring resources, namely, non-downloadable software for aggregating wealth data from external custodians and other 3rd-party systems, namely, transferring data from external systems, unifying, cleaning, reconciling, aggregating, viewing, and analyzing investment data |
| 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 | Monday, March 3, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, October 31, 2024 |
| First Use In Commerce Date | Thursday, October 31, 2024 |
| Party Name | WealthArc, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Rockville, MD 20850 |
| Party Name | WealthArc, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Rockville, MD 20850 |
| Party Name | WealthArc, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Rockville, MD 20850 |
| Event Date | Event Description |
| Monday, March 3, 2025 | NEW APPLICATION ENTERED |
| Monday, March 3, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 24, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 24, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, August 5, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, August 12, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 12, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 12, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 14, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, August 14, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 14, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 14, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Monday, October 6, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 29, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 4, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 4, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 23, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 23, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |