WEALTHCLOUD AN INTEGRATED WEALTH PLATFORM - Trademark Details
Status: 601 - Abandoned - Express
Image for trademark with serial number 86336224
Serial Number
86336224
Word Mark
WEALTHCLOUD AN INTEGRATED WEALTH PLATFORM
Status
601 - Abandoned - Express
Status Date
2014-12-11
Filing Date
2014-07-14
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
011506, 241501 - Clouds, fog. Arrows forming a circle or an arc of a circle.
Attorney Name
Law Office Assigned Location Code
M60
Employee Name
FLETCHER, TRACY L
Statements
Indication of Colors claimed
The color(s) red, and black is/are claimed as a feature of the mark.
Description of Mark
The mark consists of The compound word WealthCloud in black, displayed with an uppercase W at the beginning of Wealth and an uppercase C at the beginning of Cloud. All other letters in the compound word are lowercase. On top of the letters 'oud' in Cloud is a red cloud design with two arrows one pointing up and the other pointing down inside the cloud drawing, as the end of each of the outlines of the cloud. Below the wording WealthCloud, in a much smaller font size and different font, all capitalized, is the phrase AN INTEGRATED WEALTH PLATFORM in red. The phrase begins under the 'a' of Wealth.
Goods and Services
Financial services-namely, investment consulting, portfolio management; Trust advisory, consultation, and money management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning, forecasting and reporting on performance and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized wealth management strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, electronic and social media, mobile telephone, hand held devices, and facsimile, to various organizations, which may include but are not limited to, corporations, registered independent financial agents, single family offices, multi-family offices, law firms and banks
Goods and Services
Providing temporary use of cloud-based non-downloadable software and applications which features an administrative desktop with an enhanced CRM function, investment accounting repository and financial reporting engine to aid the financial industry namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts
Pseudo Mark
WEALTH CLOUD AN INTEGRATED WEALTH PLATFORM
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2014-07-18
Primary Code
036
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; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2014-07-18
Primary Code
042
Correspondences
Name
LISA B. SCHER
Address
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Trademark Events
Event DateEvent Description
2014-07-17NEW APPLICATION ENTERED IN TRAM
2014-07-18NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2014-07-19NOTICE OF DESIGN SEARCH CODE AND PSEUDO MARK E-MAILED
2014-10-24ASSIGNED TO EXAMINER
2014-10-30NON-FINAL ACTION WRITTEN
2014-10-30NON-FINAL ACTION E-MAILED
2014-10-30NOTIFICATION OF NON-FINAL ACTION E-MAILED
2014-12-10TEAS EXPRESS ABANDONMENT RECEIVED
2014-12-11ABANDONMENT - EXPRESS MAILED
2014-12-11ABANDONMENT NOTICE MAILED - EXPRESS ABANDONMENT