| Serial Number | 78590175 |
| Word Mark | WEALTHIQ |
| Filing Date | Friday, March 18, 2005 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, April 10, 2020 |
| Registration Number | 3753320 |
| Registration Date | Tuesday, February 23, 2010 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 4, 2006 |
| Goods and Services | Application service provider services, namely, hosting computer software applications of others on a computer server for a global computer network and temporary use of online non-downloadable software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, portfolio measurement reporting services for institutional investors, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting |
| Goods and Services | [Computer software for financial data gathering and reporting services, namely, software for transmitting information related to financial analysis and investment tracking portfolio and data analysis and management, investment reporting, and investment performance measurement via electronic communications networks, and attribution analysis reports and graphs; computer software, namely, software for exchanging information between investors, financial institutions and financial advisors over computer networks and global communication networks, all in the fields of finance, investment, money and banking] |
| Pseudo Mark | WEALTH IQ |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Friday, April 10, 2020 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, October 22, 2008 |
| First Use In Commerce Date | Wednesday, October 22, 2008 |
| 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 | Thursday, April 27, 2006 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, October 22, 2008 |
| First Use In Commerce Date | Wednesday, October 22, 2008 |
| Party Name | INFORMA BUSINESS INTELLIGENCE LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEW YORK, NY 10158 |
| Party Name | INFORMA BUSINESS INTELLIGENCE, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10158 |
| Party Name | INFORMA INVESTMENT SOLUTIONS, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | White Plains, NY 10604 |
| Party Name | INFORMA INVESTMENT SOLUTIONS, INC. |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10017 |
| Party Name | Investment Scorecard, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Nashville, TN 37211 |
| Party Name | Investment Scorecard, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Nashville, TN 37211 |
| Event Date | Event Description |
| Wednesday, March 23, 2005 | NEW APPLICATION ENTERED |
| Wednesday, October 12, 2005 | ASSIGNED TO EXAMINER |
| Thursday, October 13, 2005 | NON-FINAL ACTION WRITTEN |
| Thursday, October 13, 2005 | NON-FINAL ACTION E-MAILED |
| Thursday, April 13, 2006 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, April 13, 2006 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 27, 2006 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 3, 2006 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, May 5, 2006 | ASSIGNED TO LIE |
| Thursday, May 11, 2006 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, June 14, 2006 | NOTICE OF PUBLICATION |
| Tuesday, July 4, 2006 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 26, 2006 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, March 14, 2007 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, March 14, 2007 | SOU EXTENSION 1 FILED |
| Wednesday, March 14, 2007 | SOU EXTENSION 1 GRANTED |
| Tuesday, September 25, 2007 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, September 25, 2007 | SOU EXTENSION 2 FILED |
| Tuesday, September 25, 2007 | SOU EXTENSION 2 GRANTED |
| Wednesday, March 26, 2008 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, March 26, 2008 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, March 26, 2008 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, April 2, 2008 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, March 26, 2008 | SOU EXTENSION 3 FILED |
| Thursday, April 3, 2008 | SOU EXTENSION 3 GRANTED |
| Sunday, August 17, 2008 | SOU TEAS EXTENSION RECEIVED |
| Sunday, August 17, 2008 | SOU EXTENSION 4 FILED |
| Sunday, August 17, 2008 | SOU EXTENSION 4 GRANTED |
| Thursday, March 26, 2009 | SOU TEAS EXTENSION RECEIVED |
| Thursday, March 26, 2009 | SOU EXTENSION 5 FILED |
| Thursday, March 26, 2009 | SOU EXTENSION 5 GRANTED |
| Monday, September 28, 2009 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 13, 2009 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Saturday, September 26, 2009 | USE AMENDMENT FILED |
| Tuesday, October 13, 2009 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, December 28, 2009 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, January 19, 2010 | ASSIGNED TO LIE |
| Thursday, January 21, 2010 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Tuesday, February 23, 2010 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, November 23, 2011 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, January 2, 2013 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, January 2, 2013 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, June 1, 2015 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, June 1, 2015 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, February 18, 2016 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, February 24, 2016 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Saturday, April 16, 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, July 19, 2016 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, July 19, 2016 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, September 13, 2018 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, September 13, 2018 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Saturday, February 23, 2019 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Thursday, February 13, 2020 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, April 10, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, April 10, 2020 | REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED |
| Friday, April 10, 2020 | REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8 |
| Friday, April 10, 2020 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, April 10, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Wednesday, October 29, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |