WEALTHIQ Trademark

Trademark Overview


On Friday, March 18, 2005, a trademark application was filed for WEALTHIQ with the United States Patent and Trademark Office. The USPTO has given the WEALTHIQ trademark a serial number of 78590175. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, April 10, 2020. This trademark is owned by Investment Scorecard, Inc.. The WEALTHIQ trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories with the following description:

[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]

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
wealthiq

General Information


Serial Number78590175
Word MarkWEALTHIQ
Filing DateFriday, March 18, 2005
Status800 - REGISTERED AND RENEWED
Status DateFriday, April 10, 2020
Registration Number3753320
Registration DateTuesday, February 23, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 4, 2006

Trademark Statements


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]
Goods and ServicesApplication 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
Pseudo MarkWEALTH IQ

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 CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateFriday, April 10, 2020
Primary Code009
First Use Anywhere DateWednesday, October 22, 2008
First Use In Commerce DateWednesday, October 22, 2008

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, April 27, 2006
Primary Code042
First Use Anywhere DateWednesday, October 22, 2008
First Use In Commerce DateWednesday, October 22, 2008

Trademark Owner History


Party NameINFORMA BUSINESS INTELLIGENCE, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressNew York, NY 10158

Party NameINFORMA INVESTMENT SOLUTIONS, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWhite Plains, NY 10604

Party NameINFORMA INVESTMENT SOLUTIONS, INC.
Party Type21 - New Owner After Publication
Legal Entity Type03 - Corporation
AddressNEW YORK, NY 10017

Party NameInvestment Scorecard, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNashville, TN 37211

Party NameInvestment Scorecard, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNashville, TN 37211

Trademark Events


Event DateEvent Description
Friday, April 10, 2020NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, April 10, 2020REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, April 10, 2020REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
Friday, April 10, 2020REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
Friday, April 10, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, February 13, 2020TEAS SECTION 8 & 9 RECEIVED
Saturday, February 23, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, September 13, 2018APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, September 13, 2018TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, July 19, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, July 19, 2016REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, April 16, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, February 24, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, February 18, 2016TEAS SECTION 8 & 15 RECEIVED
Monday, June 1, 2015APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, June 1, 2015TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, January 2, 2013APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, January 2, 2013TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, November 23, 2011ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, February 23, 2010REGISTERED-PRINCIPAL REGISTER
Thursday, January 21, 2010LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, January 19, 2010ASSIGNED TO LIE
Monday, December 28, 2009ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, October 13, 2009STATEMENT OF USE PROCESSING COMPLETE
Saturday, September 26, 2009USE AMENDMENT FILED
Tuesday, October 13, 2009CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, September 28, 2009TEAS STATEMENT OF USE RECEIVED
Thursday, March 26, 2009EXTENSION 5 GRANTED
Thursday, March 26, 2009EXTENSION 5 FILED
Thursday, March 26, 2009TEAS EXTENSION RECEIVED
Sunday, August 17, 2008EXTENSION 4 GRANTED
Sunday, August 17, 2008EXTENSION 4 FILED
Sunday, August 17, 2008TEAS EXTENSION RECEIVED
Thursday, April 3, 2008EXTENSION 3 GRANTED
Wednesday, March 26, 2008EXTENSION 3 FILED
Wednesday, April 2, 2008AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, March 26, 2008TEAS EXTENSION RECEIVED
Wednesday, March 26, 2008ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, March 26, 2008TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 25, 2007EXTENSION 2 GRANTED
Tuesday, September 25, 2007EXTENSION 2 FILED
Tuesday, September 25, 2007TEAS EXTENSION RECEIVED
Wednesday, March 14, 2007EXTENSION 1 GRANTED
Wednesday, March 14, 2007EXTENSION 1 FILED
Wednesday, March 14, 2007TEAS EXTENSION RECEIVED
Tuesday, September 26, 2006NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 4, 2006PUBLISHED FOR OPPOSITION
Wednesday, June 14, 2006NOTICE OF PUBLICATION
Thursday, May 11, 2006LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, May 5, 2006ASSIGNED TO LIE
Wednesday, May 3, 2006APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, April 27, 2006TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, April 13, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 13, 2006TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, October 13, 2005NON-FINAL ACTION E-MAILED
Thursday, October 13, 2005NON-FINAL ACTION WRITTEN
Wednesday, October 12, 2005ASSIGNED TO EXAMINER
Wednesday, March 23, 2005NEW APPLICATION ENTERED IN TRAM