WTI Trademark

Trademark Overview

On Friday, December 1, 2017, a trademark application was filed for WTI with the United States Patent and Trademark Office. The USPTO has given the WTI trademark a serial number of 87704339. The federal status of this trademark filing is REGISTERED as of Tuesday, May 24, 2022. This trademark is owned by Wealth Technologies Inc.. The WTI trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Financial planning with multiple prioritized goals; creating personalized algorithmic financial planning strategies with multiple prioritized goals; customized financial services, namely, investment management, investment brokerage and insurance consultancy, integrated with algorithmic financial planning strategies with multiple prioritized goals; customized financial investment advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized money management financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized consumer financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals

Software as a service (SAAS) services featuring cloud based software for development and maintenance of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for delivering personal and household financial planning and advice using algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized financial services integrated with algorithmic financial planning strategies; Software as...
wti

General Information

Serial Number87704339
Word MarkWTI
Filing DateFriday, December 1, 2017
Status700 - REGISTERED
Status DateTuesday, May 24, 2022
Registration Number6739576
Registration DateTuesday, May 24, 2022
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 12, 2018

Trademark Statements

Pseudo MarkWEALTH TECHNOLOGIES INC
Goods and ServicesFinancial planning with multiple prioritized goals; creating personalized algorithmic financial planning strategies with multiple prioritized goals; customized financial services, namely, investment management, investment brokerage and insurance consultancy, integrated with algorithmic financial planning strategies with multiple prioritized goals; customized financial investment advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized money management financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized consumer financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals
Goods and ServicesSoftware as a service (SAAS) services featuring cloud based software for development and maintenance of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for delivering personal and household financial planning and advice using algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized financial services integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized investment advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized money management advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized consumer advice integrated with algorithmic financial planning strategies

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 12, 2017
Primary Code036
First Use Anywhere DateTuesday, August 1, 2017
First Use In Commerce DateTuesday, August 1, 2017
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 DateTuesday, December 12, 2017
Primary Code042
First Use Anywhere DateTuesday, August 1, 2017
First Use In Commerce DateTuesday, August 1, 2017

Trademark Owner History

Party NameWealth Technologies Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10175
Party NameWealth Technologies Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10175
Party NameWealth Technologies Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10175

Trademark Events

Event DateEvent Description
Tuesday, July 18, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 18, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, July 18, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, June 23, 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, May 25, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, May 24, 2022REGISTERED-PRINCIPAL REGISTER
Tuesday, April 19, 2022NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, April 18, 2022ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, April 13, 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, April 11, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 11, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 11, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 18, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, October 18, 2021NON-FINAL ACTION E-MAILED
Monday, October 18, 2021SU - NON-FINAL ACTION - WRITTEN
Thursday, October 7, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, October 7, 2021STATEMENT OF USE PROCESSING COMPLETE
Thursday, July 29, 2021USE AMENDMENT FILED
Friday, August 27, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, August 27, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, August 27, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, August 27, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, August 27, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, July 29, 2021TEAS POST PUBLICATION AMENDMENT RECEIVED
Thursday, July 29, 2021TEAS STATEMENT OF USE RECEIVED
Wednesday, February 10, 2021NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, February 9, 2021SOU EXTENSION 5 GRANTED
Saturday, February 6, 2021SOU EXTENSION 5 FILED
Saturday, February 6, 2021TEAS EXTENSION RECEIVED
Thursday, November 5, 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, November 4, 2020SOU EXTENSION 4 GRANTED
Friday, August 7, 2020SOU EXTENSION 4 FILED
Monday, November 2, 2020NOTICE OF REVIVAL - E-MAILED
Saturday, October 31, 2020EXTENSION RECEIVED WITH TEAS PETITION
Saturday, October 31, 2020PETITION TO REVIVE-GRANTED
Saturday, October 31, 2020TEAS PETITION TO REVIVE RECEIVED
Tuesday, September 8, 2020ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Monday, September 7, 2020ABANDONMENT - NO USE STATEMENT FILED
Wednesday, February 12, 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, February 11, 2020SOU EXTENSION 3 GRANTED
Thursday, February 6, 2020SOU EXTENSION 3 FILED
Thursday, February 6, 2020TEAS EXTENSION RECEIVED
Saturday, August 10, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, August 9, 2019SOU EXTENSION 2 GRANTED
Tuesday, August 6, 2019SOU EXTENSION 2 FILED
Friday, August 9, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, August 6, 2019TEAS EXTENSION RECEIVED
Thursday, February 7, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, February 5, 2019SOU EXTENSION 1 GRANTED
Tuesday, February 5, 2019SOU EXTENSION 1 FILED
Tuesday, February 5, 2019TEAS EXTENSION RECEIVED
Tuesday, August 7, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, June 12, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 12, 2018PUBLISHED FOR OPPOSITION
Wednesday, May 23, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, May 7, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, May 4, 2018EXAMINER'S AMENDMENT ENTERED
Friday, May 4, 2018ASSIGNED TO LIE
Friday, May 4, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, May 4, 2018EXAMINERS AMENDMENT E-MAILED
Friday, May 4, 2018EXAMINERS AMENDMENT -WRITTEN
Friday, April 27, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, April 27, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, April 27, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, March 21, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, March 21, 2018NON-FINAL ACTION E-MAILED
Wednesday, March 21, 2018NON-FINAL ACTION WRITTEN
Thursday, March 15, 2018ASSIGNED TO EXAMINER
Tuesday, December 12, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, December 5, 2017NEW APPLICATION ENTERED

Related Keywords

financial planning software algorithmic services strategies featuring saas service based