| Serial Number | 98571142 |
| Word Mark | WAVVEST |
| Filing Date | Tuesday, May 28, 2024 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Tuesday, March 11, 2025 |
| 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 |
| Goods and Services | Computer software platforms, downloadable, for establishing managed personal investment accounts; Computer software platforms, downloadable, for accessing, managing, viewing, downloading, sharing, and saving personal investment account data; Downloadable computer application software for desktop computers, laptop computers, tablets, and mobile phones, namely, software for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing; Downloadable computer application software for desktop computers, laptop computers, tablets, and mobile phones, namely, software for accessing, managing, viewing, downloading, sharing, and saving personal investment account data; Downloadable computer software for producing financial models; Downloadable computer software for the collection, editing, organizing, modifying, book marking, transmission, storage, and sharing of data and information; Downloadable computer software, namely, an electronic financial platform that accommodates multiple types of payment and debt transactions in an integrated mobile phone, PDA, and webbased environment; Downloadable computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface; Downloadable database management software for use by financial advisors |
| Goods and Services | Advice on finance during retirement; Estate planning; Estate trust planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, strategies for wealth accumulation and management, investments, tax strategies, retirement solutions, and financial planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means in the field of investments, namely, providing information on the management of securities portfolios through personal financial investment accounts, providing information on the monitoring for investment purposes of financial and investment account transactions and account balances, and providing information on the reporting for financial investment accounts; Financial investment brokerage services; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Insurance consultancy; Insurance information; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products |
| Goods and Services | Platform as a service (PAAS) featuring computer software platforms for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing a website featuring non-downloadable software using artificial intelligence for managing and monitoring personal financial and investment accounts; Providing on-line non-downloadable software for use in news, research and information database management in the field of financial investments and also featuring on-line community tools for interacting with others in the field of financial investments; Providing on-line non-downloadable software for establishing managed personal investment accounts; Providing on-line nondownloadable software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Software as a service (SAAS) services featuring software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 28, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 28, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Tuesday, May 28, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | FAMILY OFFICE HOLDINGS INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60614 |
| Event Date | Event Description |
| Tuesday, May 28, 2024 | NEW APPLICATION ENTERED |
| Wednesday, December 4, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 10, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, December 10, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, December 10, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, December 10, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, March 10, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 10, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, March 10, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, March 10, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, March 10, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, March 10, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 11, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |