WEALTH DOCX Trademark

Trademark Overview

On Tuesday, July 8, 2014, 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 86330645. The federal status of this trademark filing is PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED as of Wednesday, January 12, 2022. This trademark is owned by WEALTHCOUNSEL PROPERTIES, LLC. The WEALTH DOCX trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories 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 ]

Web-hosted, non-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 Number86330645
Word MarkWEALTH DOCX
Filing DateTuesday, July 8, 2014
Status705 - PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, January 12, 2022
Registration Number4832994
Registration DateTuesday, October 13, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 2, 2014

Trademark Statements

Goods and Services[ Downloadable computer software for document assembly and word processing, namely, in the areas of estate planning, tax planning and law office management ]
Goods and ServicesWeb-hosted, non-downloadable computer software for document assembly and word processing, namely, in the areas of estate planning, tax planning and law office management
Pseudo MarkWEALTH DOCUMENTS
NOT AVAILABLE"WEALTH"

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 CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateWednesday, January 12, 2022
Primary Code009
First Use Anywhere DateMonday, September 1, 2014
First Use In Commerce DateMonday, September 1, 2014
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 DateFriday, July 11, 2014
Primary Code042
First Use Anywhere DateMonday, September 1, 2014
First Use In Commerce DateMonday, September 1, 2014

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
AddressSALT LAKE CITY, UT 84171
Party NameWealthCounsel, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMadison, WI 53711
Party NameWealthCounsel, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMadison, WI 53711
Party NameWealthCounsel, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMadison, WI 53711
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
Friday, July 11, 2014NEW APPLICATION ENTERED
Friday, July 11, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, July 12, 2014NOTICE OF PSEUDO MARK E-MAILED
Friday, August 1, 2014TEAS VOLUNTARY AMENDMENT RECEIVED
Friday, August 1, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, August 5, 2014ASSIGNED TO LIE
Tuesday, August 12, 2014PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Monday, October 20, 2014ASSIGNED TO EXAMINER
Monday, October 27, 2014EXAMINERS AMENDMENT -WRITTEN
Monday, October 27, 2014EXAMINERS AMENDMENT E-MAILED
Monday, October 27, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, October 27, 2014EXAMINER'S AMENDMENT ENTERED
Monday, October 27, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, October 27, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, November 12, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 2, 2014PUBLISHED FOR OPPOSITION
Tuesday, December 2, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 27, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, July 10, 2015TEAS STATEMENT OF USE RECEIVED
Wednesday, August 5, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, July 10, 2015USE AMENDMENT FILED
Wednesday, August 5, 2015STATEMENT OF USE PROCESSING COMPLETE
Friday, August 7, 2015SU - NON-FINAL ACTION - WRITTEN
Friday, August 7, 2015NON-FINAL ACTION E-MAILED
Friday, August 7, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, August 19, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 26, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 26, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 27, 2015SU - FINAL REFUSAL - WRITTEN
Thursday, August 27, 2015FINAL REFUSAL E-MAILED
Thursday, August 27, 2015NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, August 27, 2015TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, September 3, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 3, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, September 4, 2015TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, September 7, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, September 8, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 13, 2015REGISTERED-PRINCIPAL REGISTER
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
Wednesday, July 6, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, August 23, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
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
Tuesday, October 13, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, September 21, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, December 21, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, December 21, 2021POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Tuesday, December 21, 2021TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, January 12, 2022REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, January 12, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, July 19, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sunday, October 13, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
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
Monday, September 29, 2025TEAS SECTION 8 & 9 RECEIVED
Monday, September 29, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, September 29, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, September 29, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, September 29, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, September 29, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 26, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, November 26, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

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