WEALTHCENTRAL Trademark

Trademark Overview


On Wednesday, November 27, 2024, a trademark application was filed for WEALTHCENTRAL with the United States Patent and Trademark Office. The USPTO has given the WEALTHCENTRAL trademark a serial number of 98875478. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, July 15, 2025. This trademark is owned by WealthCentral, Inc.. The WEALTHCENTRAL trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software for financial advisors for the purposes of managing client data, obtaining new clients, creating financial strategies, forecasting future cash flows, creating strategies for tax optimization, analyzing life insurance needs, and forecasting scenarios that may affect client portfolios
wealthcentral

General Information


Serial Number98875478
Word MarkWEALTHCENTRAL
Filing DateWednesday, November 27, 2024
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, July 15, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 15, 2025

Trademark Statements


Goods and ServicesSoftware as a service (SAAS) services featuring software for financial advisors for the purposes of managing client data, obtaining new clients, creating financial strategies, forecasting future cash flows, creating strategies for tax optimization, analyzing life insurance needs, and forecasting scenarios that may affect client portfolios

Classification Information


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 DateWednesday, November 27, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameWealthCentral, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMiami Beach, FL 33139

Party NameWealthCentral, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMiami Beach, FL 33139

Trademark Events


Event DateEvent Description
Wednesday, November 27, 2024NEW APPLICATION ENTERED
Sunday, April 27, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, June 11, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, June 11, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, June 11, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, June 13, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 20, 2025ASSIGNED TO EXAMINER
Wednesday, May 28, 2025NON-FINAL ACTION WRITTEN
Wednesday, May 28, 2025NON-FINAL ACTION E-MAILED
Wednesday, May 28, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 9, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 15, 2025PUBLISHED FOR OPPOSITION
Tuesday, July 15, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED