| Serial Number | 86763298 |
| Word Mark | WEALTHARC |
| Filing Date | Monday, September 21, 2015 |
| Status | 705 - PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, November 17, 2023 |
| Registration Number | 5084878 |
| Registration Date | Tuesday, November 22, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 6, 2016 |
| Goods and Services | [ Training in the use of software for automating and managing workflow, identifying and managing risk, and presenting data and information on a user interface device; training in the use of software for providing a user dashboard, and generating reports; training in the use of software that provides an artificial intelligence based analytical engine ] |
| Pseudo Mark | WEALTH ARC |
| Goods and Services | Software as a service (SaaS) services featuring software platforms for managing and analyzing financial data, asset portfolios, market positions, regulatory issues, investment strategies, and corporate governance, automating and managing workflow, identifying and managing risk, and presenting data and information on a user interface device, providing a user dashboard, and generating reports, providing cyber security, providing an artificial intelligence based analytical engine |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Friday, November 17, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Sunday, February 1, 2015 |
| First Use In Commerce Date | Thursday, February 5, 2015 |
| 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, September 25, 2015 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, February 1, 2015 |
| First Use In Commerce Date | Thursday, February 5, 2015 |
| Party Name | WealthArc, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Rockville, MD 20850 |
| Party Name | WealthArc, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Rockville, MD 20850 |
| Party Name | WealthArc, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Rockville, MD 20850 |
| Event Date | Event Description |
| Thursday, January 7, 2016 | ASSIGNED TO EXAMINER |
| Thursday, September 24, 2015 | NEW APPLICATION ENTERED |
| Friday, September 25, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, September 26, 2015 | NOTICE OF PSEUDO MARK E-MAILED |
| Friday, January 8, 2016 | NON-FINAL ACTION WRITTEN |
| Friday, January 8, 2016 | NON-FINAL ACTION E-MAILED |
| Friday, January 8, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 8, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, July 8, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, July 9, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 28, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 17, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 6, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 6, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 22, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Monday, November 22, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, May 26, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, May 26, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, May 26, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, May 22, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, July 20, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
| Thursday, July 20, 2023 | WITHDRAWAL OF ATTORNEY GRANTED |
| Friday, November 17, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, November 17, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, November 17, 2023 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |