WEALTHIOR Trademark

Trademark Overview


On Wednesday, August 9, 2017, a trademark application was filed for WEALTHIOR with the United States Patent and Trademark Office. The USPTO has given the WEALTHIOR trademark a serial number of 87562154. The federal status of this trademark filing is REGISTERED as of Tuesday, March 13, 2018. This trademark is owned by Infanger Investment Technology, LLC. The WEALTHIOR trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Insurance & Financial Services categories with the following description:

asset management and financial software, namely, software for financial planning, asset allocation analysis, and for providing portfolio recommendations and detailed personalized investment strategy

financial services, namely, asset management, financial planning, asset allocation analysis, portfolio recommendations and personalized investment strategies
wealthior

General Information


Serial Number87562154
Word MarkWEALTHIOR
Filing DateWednesday, August 9, 2017
Status700 - REGISTERED
Status DateTuesday, March 13, 2018
Registration Number5422768
Registration DateTuesday, March 13, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 26, 2017

Trademark Statements


Goods and Servicesasset management and financial software, namely, software for financial planning, asset allocation analysis, and for providing portfolio recommendations and detailed personalized investment strategy
Pseudo MarkWEALTHIER
Goods and Servicesfinancial services, namely, asset management, financial planning, asset allocation analysis, portfolio recommendations and personalized investment strategies

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateTuesday, August 15, 2017
Primary Code009
First Use Anywhere DateMonday, July 1, 2002
First Use In Commerce DateMonday, July 1, 2002

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 15, 2017
Primary Code036
First Use Anywhere DateMonday, July 1, 2002
First Use In Commerce DateMonday, July 1, 2002

Trademark Owner History


Party NameInfanger Investment Technology, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMountain View, CA 94043

Party NameInfanger Investment Technology, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMountain View, CA 94043

Party NameInfanger Investment Technology, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMountain View, CA 94043

Trademark Events


Event DateEvent Description
Monday, March 13, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, March 13, 2018REGISTERED-PRINCIPAL REGISTER
Tuesday, December 26, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 26, 2017PUBLISHED FOR OPPOSITION
Wednesday, December 6, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, November 17, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Sunday, November 12, 2017ASSIGNED TO EXAMINER
Tuesday, August 15, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, August 12, 2017NEW APPLICATION ENTERED