| Serial Number | 97730025 |
| Word Mark | WEALTH OS |
| Filing Date | Friday, December 23, 2022 |
| Status | 653 - SUSPENSION LETTER - MAILED |
| Status Date | Sunday, March 24, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of a hexagon and the words WEALTH OS. |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH OS" |
| Goods and Services | Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth management, savings, investment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth management, asset management, portfolio management, investment management, fund management, model portfolio management, data management, data aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational users, product providers, financial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactions, asset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recording, management and manipulation |
| 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 | Thursday, January 19, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | WEALTHOS LIMITED |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Caterham CR36GD GB |
| Event Date | Event Description |
| Sunday, March 24, 2024 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Sunday, March 24, 2024 | LETTER OF SUSPENSION E-MAILED |
| Sunday, March 24, 2024 | SUSPENSION LETTER WRITTEN |
| Wednesday, February 14, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 14, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 14, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 14, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 14, 2023 | NON-FINAL ACTION E-MAILED |
| Tuesday, November 14, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, September 22, 2023 | ASSIGNED TO EXAMINER |
| Friday, January 20, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, January 19, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 27, 2022 | NEW APPLICATION ENTERED |