WEALTHOS Trademark

Trademark Overview


On Thursday, December 22, 2022, a trademark application was filed for WEALTHOS with the United States Patent and Trademark Office. The USPTO has given the WEALTHOS trademark a serial number of 97728352. The federal status of this trademark filing is REPORT COMPLETED SUSPENSION CHECK - CASE STILL SUSPENDED as of Tuesday, January 21, 2025. This trademark is owned by WEALTHOS LIMITED. The WEALTHOS trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth man...
wealthos

General Information


Serial Number97728352
Word MarkWEALTHOS
Filing DateThursday, December 22, 2022
Status654 - REPORT COMPLETED SUSPENSION CHECK - CASE STILL SUSPENDED
Status DateTuesday, January 21, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Pseudo MarkWEALTH OS WEALTH OPERATING SYSTEM
Goods and ServicesPlatform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth management, savings, investment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth management, asset management, portfolio management, investment management, fund management, model portfolio management, data management, data aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational users, product providers, financial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactions, asset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recording, management and manipulation

Classification Information


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, January 19, 2023
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameWEALTHOS LIMITED
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressCaterham CR36GD
GB

Trademark Events


Event DateEvent Description
Monday, December 26, 2022NEW APPLICATION ENTERED
Thursday, January 19, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 22, 2023ASSIGNED TO EXAMINER
Wednesday, February 14, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, March 24, 2024SUSPENSION LETTER WRITTEN
Sunday, March 24, 2024NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Sunday, March 24, 2024LETTER OF SUSPENSION E-MAILED
Tuesday, January 21, 2025REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, February 14, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 14, 2023NON-FINAL ACTION WRITTEN
Tuesday, November 14, 2023NON-FINAL ACTION E-MAILED
Tuesday, November 14, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, February 14, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE