| Serial Number | 86397313 |
| Word Mark | WEALTHCLOUD INTEGRATE COMMUNICATE ACCELERATE |
| Filing Date | Wednesday, September 17, 2014 |
| Status | 713 - CANCELLED - SECTION 18 |
| Status Date | Thursday, March 1, 2018 |
| Registration Number | 4778963 |
| Registration Date | Tuesday, July 21, 2015 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 3, 2015 |
| Indication of Colors claimed | The color(s) yellow, orange, red, lilac, purple, light blue, lime green, grey and black is/are claimed as a feature of the mark. |
| Description of Mark | The mark consists of the grey wording "WEALTHCLOUD" above the black wording "INTEGRATE. COMMUNICATE. ACCELERATE". next to a circle comprising ( a venn diagram), three overlapping ovals with pointed ends, one yellow, one light blue and one red, that create other shapes of different colors where they overlap comprising three smaller ovals with pointed ends, one lime green, one orange, one lilac and a purple triangle in the center. |
| Goods and Services | Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by 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 INTEGRATE COMMUNICATE ACCELERATE |
| 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 | 3 - Sec. 18 - Entire Registration |
| Class Status Date | Thursday, March 1, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, October 24, 2014 |
| First Use In Commerce Date | Friday, October 24, 2014 |
| Party Name | WealthCloud, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Conshohocken, PA 19428 |
| Party Name | WealthCloud, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Conshohocken, PA 19428 |
| Party Name | WealthCloud, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Ardmore, PA 19003 |
| Event Date | Event Description |
| Thursday, March 1, 2018 | CANCELLED SECTION 18-TOTAL |
| Thursday, March 1, 2018 | CANCELLATION TERMINATED NO. 999999 |
| Friday, February 9, 2018 | CANCELLATION GRANTED NO. 999999 |
| Tuesday, October 31, 2017 | CANCELLATION INSTITUTED NO. 999999 |
| Tuesday, March 1, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, March 1, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, October 29, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, July 21, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, June 13, 2015 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, June 12, 2015 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, June 12, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 12, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 12, 2015 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Monday, May 18, 2015 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, May 18, 2015 | FINAL REFUSAL E-MAILED |
| Monday, May 18, 2015 | SU - FINAL REFUSAL - WRITTEN |
| Thursday, May 7, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 7, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 1, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 29, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 29, 2015 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 29, 2015 | SU - NON-FINAL ACTION - WRITTEN |
| Monday, April 27, 2015 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, April 3, 2015 | USE AMENDMENT FILED |
| Friday, April 3, 2015 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, March 31, 2015 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, February 3, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 3, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 14, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, December 27, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, December 27, 2014 | ASSIGNED TO LIE |
| Tuesday, December 9, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, December 8, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, December 8, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, December 8, 2014 | TEAS RESPONSE TO OFFICE ACTION 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 |
| Thursday, September 25, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, September 24, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, September 20, 2014 | NEW APPLICATION ENTERED IN TRAM |