WALLETIQ Trademark

Trademark Overview


On Thursday, May 12, 2016, a trademark application was filed for WALLETIQ with the United States Patent and Trademark Office. The USPTO has given the WALLETIQ trademark a serial number of 87034586. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 16, 2024. This trademark is owned by WalletIQ, Inc.. The WALLETIQ trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Advertising, Business and Retail Services, and Insurance & Financial Services categories with the following description:

Computer software for personal financial management; computer software for online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, accounting, and taxable item tracking and management; computer software for creating reports and graphs; computer software for forecasting and analysis of data; computer software for data aggregation; computer software for providing banking, financial and bill payment alerts; computer software for providing wireless access to data and databases; computer software for enabling users to retrieve financial account balances and financial transaction information using mobile phones, smart phones, and mobile telecommunication networks

Personal financial management services; online banking; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; financial planning; financial management; financial analysis; bill payment services in the nature of scheduling and payment of bills; financial management services, namely, tracking of personal expenses; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; financial administration and management services for the management of credit and debit cards, loans, mortgages, investments and financial accounts; providing information, news, opinions and advice in the fields of banking, financial management, saving and financial planning and retirement financial planning, including via computer and communication networks, the internet, and social media; providing information, news, opini...

Providing information, news, opinions and advice in the fields of accounting, tax preparation and planning, including via computer and communication networks, the internet, and social media; providing commercial information on, and comparisons of, the products and services of others, including through computer and communication networks, the internet, and social media; providing comparison of shopping services, including through computer and communication networks, the internet, and social media; providing economic forecasting and analysis, including through computer or communication networks, the internet, and social media; taxable item tracking and management, namely, tracking of taxable income and expense data for the purpose of personal tax planning and filing
walletiq

General Information


Serial Number87034586
Word MarkWALLETIQ
Filing DateThursday, May 12, 2016
Status710 - CANCELLED - SECTION 8
Status DateFriday, February 16, 2024
Registration Number5257485
Registration DateTuesday, August 1, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 11, 2016

Trademark Statements


Goods and ServicesComputer software for personal financial management; computer software for online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, accounting, and taxable item tracking and management; computer software for creating reports and graphs; computer software for forecasting and analysis of data; computer software for data aggregation; computer software for providing banking, financial and bill payment alerts; computer software for providing wireless access to data and databases; computer software for enabling users to retrieve financial account balances and financial transaction information using mobile phones, smart phones, and mobile telecommunication networks
Goods and ServicesPersonal financial management services; online banking; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; financial planning; financial management; financial analysis; bill payment services in the nature of scheduling and payment of bills; financial management services, namely, tracking of personal expenses; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; financial administration and management services for the management of credit and debit cards, loans, mortgages, investments and financial accounts; providing information, news, opinions and advice in the fields of banking, financial management, saving and financial planning and retirement financial planning, including via computer and communication networks, the internet, and social media; providing information, news, opinion and advice in the fields of personal budgeting and household budgeting, including via computer and communication networks, the internet, and social media; providing financial information, news, opinions and advice in the field of consumer spending, including via computer and communication networks, the internet, and social media
Goods and ServicesProviding information, news, opinions and advice in the fields of accounting, tax preparation and planning, including via computer and communication networks, the internet, and social media; providing commercial information on, and comparisons of, the products and services of others, including through computer and communication networks, the internet, and social media; providing comparison of shopping services, including through computer and communication networks, the internet, and social media; providing economic forecasting and analysis, including through computer or communication networks, the internet, and social media; taxable item tracking and management, namely, tracking of taxable income and expense data for the purpose of personal tax planning and filing

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 Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 16, 2024
Primary Code009
First Use Anywhere DateThursday, January 12, 2017
First Use In Commerce DateThursday, January 12, 2017

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 16, 2024
Primary Code035
First Use Anywhere DateThursday, January 12, 2017
First Use In Commerce DateThursday, January 12, 2017

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 16, 2024
Primary Code036
First Use Anywhere DateThursday, January 12, 2017
First Use In Commerce DateThursday, January 12, 2017

Trademark Owner History


Party NameWalletIQ, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94102

Party NameWalletIQ, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94102

Party NameWalletIQ, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94102

Trademark Events


Event DateEvent Description
Friday, February 16, 2024CANCELLED SEC. 8 (6-YR)
Monday, August 1, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, August 1, 2019REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
Thursday, August 1, 2019TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, November 2, 2018REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
Thursday, November 1, 2018TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, August 1, 2017REGISTERED-PRINCIPAL REGISTER
Saturday, June 24, 2017NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, June 23, 2017ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, June 22, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, June 21, 2017STATEMENT OF USE PROCESSING COMPLETE
Monday, June 5, 2017USE AMENDMENT FILED
Wednesday, June 21, 2017SOU EXTENSION 1 GRANTED
Monday, June 5, 2017SOU EXTENSION 1 FILED
Wednesday, June 21, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, June 5, 2017SOU TEAS EXTENSION RECEIVED
Monday, June 5, 2017TEAS STATEMENT OF USE RECEIVED
Tuesday, December 6, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, October 11, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 11, 2016PUBLISHED FOR OPPOSITION
Wednesday, September 21, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, August 29, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, August 29, 2016ASSIGNED TO EXAMINER
Tuesday, May 17, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, May 16, 2016NEW APPLICATION ENTERED