WEALTHARC DATA BOX Trademark
Trademark Overview
On Wednesday, August 13, 2025, a trademark application was filed for WEALTHARC DATA BOX with the United States Patent and Trademark Office. The USPTO has given the WEALTHARC DATA BOX trademark a serial number of 99335901. The federal status of this trademark filing is REGISTERED as of Tuesday, June 2, 2026. This trademark is owned by WealthArc, Inc.. The WEALTHARC DATA BOX trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Providing a website featuring resources, namely, non-downloadable software for aggregating wealth data from external custodians and other 3rd-party systems, namely, transferring data from external systems, unifying, cleaning, reconciling, aggregating, viewing, and analyzing investment data
General Information
| Serial Number | 99335901 |
| Word Mark | WEALTHARC DATA BOX |
| Filing Date | Wednesday, August 13, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 2, 2026 |
| Registration Number | 8280299 |
| Registration Date | Tuesday, June 2, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 14, 2026 |
Trademark Statements
| NOT AVAILABLE | "DATA" |
| Goods and Services | Providing a website featuring resources, namely, non-downloadable software for aggregating wealth data from external custodians and other 3rd-party systems, namely, transferring data from external systems, unifying, cleaning, reconciling, aggregating, viewing, and analyzing investment data |
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 | Wednesday, August 13, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, August 31, 2025 |
| First Use In Commerce Date | Sunday, August 31, 2025 |
Trademark Owner History
| Party Name | WealthArc, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Rockville, MD 20850
US |
| Party Name | WealthArc, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Rockville, MD 20850
US |
| Party Name | WealthArc, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Rockville, MD 20850
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, August 13, 2025 | NEW APPLICATION ENTERED |
| Wednesday, August 13, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, December 5, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Friday, December 5, 2025 | USE AMENDMENT FILED |
| Friday, December 5, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, December 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 30, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, March 18, 2026 | USE AMENDMENT ACCEPTED |
| Thursday, March 19, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 8, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 14, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 14, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 2, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 2, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
