WEALTH TRANSFER GRAPH Trademark
Trademark Overview
On Friday, February 16, 2024, a trademark application was filed for WEALTH TRANSFER GRAPH with the United States Patent and Trademark Office. The USPTO has given the WEALTH TRANSFER GRAPH trademark a serial number of 98408742. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Wednesday, April 2, 2025. This trademark is owned by Alix, Inc.. The WEALTH TRANSFER GRAPH trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software in the field of estate planning and settlement for conducting estate settlement by describing the contents, distribution, and movement of assets from one generation to the next, highlighting the contents of an estate as well as the flow of money as it transitions from descendants to beneficiaries and then to various financial endeavors of home purchases, education expenses, debt clearance, and investment opportunities
General Information
| Serial Number | 98408742 |
| Word Mark | WEALTH TRANSFER GRAPH |
| Filing Date | Friday, February 16, 2024 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Wednesday, April 2, 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 |
Trademark Statements
| Goods and Services | Software as a service (SAAS) services featuring software in the field of estate planning and settlement for conducting estate settlement by describing the contents, distribution, and movement of assets from one generation to the next, highlighting the contents of an estate as well as the flow of money as it transitions from descendants to beneficiaries and then to various financial endeavors of home purchases, education expenses, debt clearance, and investment opportunities |
Classification Information
| 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 | Friday, February 16, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Alix, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94107 |
Trademark Events
| Event Date | Event Description |
| Friday, February 16, 2024 | NEW APPLICATION ENTERED |
| Thursday, June 20, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, September 11, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, September 9, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, September 11, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 11, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, December 9, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Tuesday, March 11, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 11, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 12, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 2, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, April 2, 2025 | FINAL REFUSAL E-MAILED |
| Wednesday, April 2, 2025 | FINAL REFUSAL WRITTEN |
| Monday, December 9, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
