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 SU - REGISTRATION REVIEW COMPLETE as of Tuesday, June 9, 2026. 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
General Information
| Serial Number | 98875478 |
| Word Mark | WEALTHCENTRAL |
| Filing Date | Wednesday, November 27, 2024 |
| Status | 819 - SU - REGISTRATION REVIEW COMPLETE |
| Status Date | Tuesday, June 9, 2026 |
| 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 | Tuesday, July 15, 2025 |
Trademark Statements
| Goods and Services | 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 |
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, November 27, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, January 7, 2026 |
| First Use In Commerce Date | Wednesday, January 7, 2026 |
Trademark Owner History
| Party Name | WealthCentral, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Miami Beach, FL 33139
US |
| Party Name | WealthCentral, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Miami Beach, FL 33139
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, November 27, 2024 | NEW APPLICATION ENTERED |
| Sunday, April 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 20, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, May 28, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 28, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 28, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 11, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 11, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 11, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 13, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 9, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 15, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 15, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 9, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, January 8, 2026 | TEAS STATEMENT OF USE RECEIVED |
| Sunday, May 17, 2026 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, January 8, 2026 | USE AMENDMENT FILED |
| Monday, May 18, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, June 9, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, June 9, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
