| Serial Number | 86336224 |
| Word Mark | WEALTHCLOUD AN INTEGRATED WEALTH PLATFORM |
| Filing Date | Monday, July 14, 2014 |
| Status | 601 - ABANDONED - EXPRESS |
| Status Date | Thursday, December 11, 2014 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Indication of Colors claimed | The color(s) red, and black is/are claimed as a feature of the mark. |
| Description of Mark | The mark consists of The compound word WealthCloud in black, displayed with an uppercase W at the beginning of Wealth and an uppercase C at the beginning of Cloud. All other letters in the compound word are lowercase. On top of the letters 'oud' in Cloud is a red cloud design with two arrows one pointing up and the other pointing down inside the cloud drawing, as the end of each of the outlines of the cloud. Below the wording WealthCloud, in a much smaller font size and different font, all capitalized, is the phrase AN INTEGRATED WEALTH PLATFORM in red. The phrase begins under the 'a' of Wealth. |
| Goods and Services | Financial services-namely, investment consulting, portfolio management; Trust advisory, consultation, and money management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning, forecasting and reporting on performance and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized wealth management strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, electronic and social media, mobile telephone, hand held devices, and facsimile, to various organizations, which may include but are not limited to, corporations, registered independent financial agents, single family offices, multi-family offices, law firms and banks |
| Goods and Services | Providing temporary use of cloud-based non-downloadable software and applications which features an administrative desktop with an enhanced CRM function, investment accounting repository and financial reporting engine to aid the financial industry namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts |
| Pseudo Mark | WEALTH CLOUD AN INTEGRATED WEALTH PLATFORM |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, July 18, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, July 18, 2014 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | WealthCloud, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Conshocken, PA 19428 |
| Event Date | Event Description |
| Thursday, December 11, 2014 | ABANDONMENT NOTICE MAILED - EXPRESS ABANDONMENT |
| Thursday, December 11, 2014 | ABANDONMENT - EXPRESS MAILED |
| Wednesday, December 10, 2014 | TEAS EXPRESS ABANDONMENT RECEIVED |
| Thursday, October 30, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 30, 2014 | NON-FINAL ACTION E-MAILED |
| Thursday, October 30, 2014 | NON-FINAL ACTION WRITTEN |
| Friday, October 24, 2014 | ASSIGNED TO EXAMINER |
| Saturday, July 19, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, July 18, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, July 17, 2014 | NEW APPLICATION ENTERED IN TRAM |