WAVVEST Trademark

Trademark Overview

On Tuesday, May 28, 2024, a trademark application was filed for WAVVEST with the United States Patent and Trademark Office. The USPTO has given the WAVVEST trademark a serial number of 98571142. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, May 28, 2024. This trademark is owned by FAMILY OFFICE HOLDINGS INC.. The WAVVEST trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Computer software platforms, downloadable, for establishing managed personal investment accounts; Computer software platforms, downloadable, for accessing, managing, viewing, downloading, sharing, managing 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 acce ssing, managing, viewing, downloading, sharing, managing 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, n...

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 management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts; Financial investment brokerage services; Financial management; Financial planning; Financial pl...

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 news, research and information in the field of financial investments and 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 non-downloadable 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
wavvest

General Information

Serial Number98571142
Word MarkWAVVEST
Filing DateTuesday, May 28, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, May 28, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesComputer software platforms, downloadable, for establishing managed personal investment accounts; Computer software platforms, downloadable, for accessing, managing, viewing, downloading, sharing, managing 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 acce ssing, managing, viewing, downloading, sharing, managing 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 web-based 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 ServicesAdvice 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 management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and 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 ServicesPlatform 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 news, research and information in the field of financial investments and 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 non-downloadable 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

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 DateTuesday, May 28, 2024
Primary Code009
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 DateTuesday, May 28, 2024
Primary Code036
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 DateTuesday, May 28, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameFAMILY OFFICE HOLDINGS INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60614

Trademark Events

Event DateEvent Description
Tuesday, May 28, 2024NEW APPLICATION ENTERED

Related Keywords

wavvest financial software investment managing downloadable personal computer sharing account saving