WEALTH DOCX Trademark

Trademark Overview

On Monday, September 17, 2007, a trademark application was filed for WEALTH DOCX with the United States Patent and Trademark Office. The USPTO has given the WEALTH DOCX trademark a serial number of 77281548. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, August 27, 2020. This trademark is owned by WEALTHCOUNSEL PROPERTIES, LLC. The WEALTH DOCX trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

Downloadable computer software for document assembly and word processing, namely, in the areas of estate planning, tax planning and law office management
wealth docx

General Information

Serial Number77281548
Word MarkWEALTH DOCX
Filing DateMonday, September 17, 2007
Status800 - REGISTERED AND RENEWED
Status DateThursday, August 27, 2020
Registration Number3886636
Registration DateTuesday, December 7, 2010
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 11, 2008

Trademark Statements

Goods and ServicesDownloadable computer software for document assembly and word processing, namely, in the areas of estate planning, tax planning and law office management
Amendment to a Registration/Renewal CertificateThe drawing is amended to appear as follows: WEALTH DOCX
Pseudo MarkWEALTH DOCUMENTS

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 DateThursday, September 20, 2007
Primary Code009
First Use Anywhere DateMonday, August 31, 2009
First Use In Commerce DateMonday, August 31, 2009

Trademark Owner History

Party NameELDER COUNSEL LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressWASHINGTON, DC 20036
Party NameWEALTHCOUNSEL, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressJERSEY CITY, NJ 07302
Party NameWEALTHCOUNSEL PROPERTIES, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressDraper, UT 84020
Party NameWealthCounsel, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMadison, WI 53713
Party NameWealthCounsel, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMadison, WI 53713
Party NameWealthCounsel, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMadison, WI 53713
Party NameLAWLYTICS, INC.
Party Type33 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressTUCSON, AZ 85710
Party NameWEALTHCOUNSEL PROPERTIES, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressWASHINGTON, DC 20036

Trademark Events

Event DateEvent Description
Thursday, September 20, 2007NEW APPLICATION ENTERED
Friday, September 21, 2007NOTICE OF PSEUDO MARK MAILED
Wednesday, December 19, 2007ASSIGNED TO EXAMINER
Friday, December 28, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, February 5, 2008ASSIGNED TO LIE
Tuesday, February 5, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 20, 2008NOTICE OF PUBLICATION
Tuesday, March 11, 2008PUBLISHED FOR OPPOSITION
Tuesday, June 3, 2008NOA MAILED - SOU REQUIRED FROM APPLICANT
Monday, January 5, 2009ABANDONMENT - NO USE STATEMENT FILED
Monday, January 5, 2009ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED
Thursday, January 15, 2009TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 15, 2009ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, January 26, 2009TEAS PETITION TO REVIVE RECEIVED
Monday, January 26, 2009PETITION TO REVIVE-GRANTED
Thursday, January 29, 2009CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, December 3, 2008NOTICE OF ALLOWANCE CANCELLED
Thursday, January 29, 2009NEW NOA TO ISSUE
Tuesday, March 10, 2009NOA MAILED - SOU REQUIRED FROM APPLICANT
Thursday, August 27, 2009TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 10, 2009SOU TEAS EXTENSION RECEIVED
Thursday, September 10, 2009SOU EXTENSION 1 FILED
Thursday, September 10, 2009SOU EXTENSION 1 GRANTED
Wednesday, March 10, 2010TEAS STATEMENT OF USE RECEIVED
Wednesday, March 10, 2010USE AMENDMENT FILED
Tuesday, March 16, 2010STATEMENT OF USE PROCESSING COMPLETE
Wednesday, April 14, 2010SU - NON-FINAL ACTION - WRITTEN
Wednesday, April 14, 2010NON-FINAL ACTION E-MAILED
Wednesday, April 14, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, July 23, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 27, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 27, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 17, 2010SU - NON-FINAL ACTION - WRITTEN
Tuesday, August 17, 2010NON-FINAL ACTION E-MAILED
Tuesday, August 17, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, October 5, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 6, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 6, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 27, 2010SU-EXAMINER'S AMENDMENT WRITTEN
Wednesday, October 27, 2010EXAMINERS AMENDMENT E-MAILED
Wednesday, October 27, 2010NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, October 27, 2010EXAMINER'S AMENDMENT ENTERED
Wednesday, October 27, 2010ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, November 1, 2010LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, November 2, 2010NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 7, 2010REGISTERED-PRINCIPAL REGISTER
Thursday, May 19, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, July 9, 2015TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 9, 2015ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, December 7, 2015COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, February 19, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, February 19, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, July 6, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, August 23, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 29, 2016TEAS SECTION 8 & 15 RECEIVED
Friday, December 9, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, December 10, 2016REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sunday, December 11, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, December 9, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, December 9, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 14, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 14, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, December 20, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, January 4, 2019TEAS SECTION 7 REQUEST RECEIVED
Tuesday, February 12, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, February 19, 2019POST REGISTRATION ACTION MAILED - SEC. 7
Friday, March 8, 2019TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, April 24, 2019AMENDMENT UNDER SECTION 7 - PROCESSED
Friday, May 1, 2020TEAS SECTION 8 & 9 RECEIVED
Thursday, July 9, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, July 9, 2020POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Wednesday, August 19, 2020TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Thursday, August 27, 2020REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, August 27, 2020REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, August 27, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, July 19, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, July 28, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, July 28, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, July 28, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, July 28, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, July 28, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, September 24, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, November 26, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, November 26, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

docx wealth planning estate areas office management namely processing software computer document