WEALTHCLOUD INTEGRATE COMMUNICATE ACCELERATE - Trademark Details
Status: 713 - Cancelled - Section 18
Serial Number
86397313
Registration Number
4778963
Word Mark
WEALTHCLOUD INTEGRATE COMMUNICATE ACCELERATE
Status
713 - Cancelled - Section 18
Status Date
2018-03-01
Filing Date
2014-09-17
Registration Number
4778963
Registration Date
2015-07-21
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
260115, 260116, 260121 - Three circles. Circles touching or intersecting. Circles that are totally or partially shaded.
Published for Opposition Date
2015-02-03
Attorney Name
Law Office Assigned Location Code
M60
Employee Name
FLETCHER, TRACY L
Statements
Indication of Colors claimed
The color(s) yellow, orange, red, lilac, purple, light blue, lime green, grey and black is/are claimed as a feature of the mark.
Description of Mark
The mark consists of the grey wording "WEALTHCLOUD" above the black wording "INTEGRATE. COMMUNICATE. ACCELERATE". next to a circle comprising ( a venn diagram), three overlapping ovals with pointed ends, one yellow, one light blue and one red, that create other shapes of different colors where they overlap comprising three smaller ovals with pointed ends, one lime green, one orange, one lilac and a purple triangle in the center.
Goods and Services
Financial services, namely, investment consulting and portfolio management; Financial trust advisory, consultation, and money management services; Financial planning services; Financial services, namely, wealth management; Fund management, namely, management of mutual funds; Financial asset management; Investment management in alternative markets; 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; 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; Financial forecasting and reporting on trust performance; Estate trust management services; Brokerage 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 financial information and advice to align personal financial strategies and planning with life goals; Financial planning to achieve life goals
Goods and Services
Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by 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 INTEGRATE COMMUNICATE ACCELERATE
Classification Information
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
3 - Sec. 18 - Entire Registration
Class Status Date
2018-03-01
Primary Code
042
First Use Anywhere Date
2014-10-24
First Use In Commerce Date
2014-10-24
Correspondences
Name
WEALTHCLOUD LLC
Address
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Trademark Events
| Event Date | Event Description |
| 2014-09-20 | NEW APPLICATION ENTERED IN TRAM |
| 2014-09-24 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2014-09-25 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 2014-10-24 | ASSIGNED TO EXAMINER |
| 2014-10-30 | NON-FINAL ACTION WRITTEN |
| 2014-10-30 | NON-FINAL ACTION E-MAILED |
| 2014-10-30 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2014-12-08 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2014-12-08 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2014-12-08 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2014-12-09 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2014-12-27 | ASSIGNED TO LIE |
| 2014-12-27 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2015-01-14 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2015-02-03 | PUBLISHED FOR OPPOSITION |
| 2015-02-03 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2015-03-31 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2015-04-03 | TEAS STATEMENT OF USE RECEIVED |
| 2015-04-03 | USE AMENDMENT FILED |
| 2015-04-27 | STATEMENT OF USE PROCESSING COMPLETE |
| 2015-04-29 | SU - NON-FINAL ACTION - WRITTEN |
| 2015-04-29 | NON-FINAL ACTION E-MAILED |
| 2015-04-29 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2015-05-01 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2015-05-07 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2015-05-07 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2015-05-18 | SU - FINAL REFUSAL - WRITTEN |
| 2015-05-18 | FINAL REFUSAL E-MAILED |
| 2015-05-18 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| 2015-06-12 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 2015-06-12 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2015-06-12 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2015-06-12 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2015-06-13 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2015-07-21 | REGISTERED-PRINCIPAL REGISTER |
| 2015-10-29 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2016-03-01 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2016-03-01 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2017-10-31 | CANCELLATION INSTITUTED NO. 999999 |
| 2018-02-09 | CANCELLATION GRANTED NO. 999999 |
| 2018-03-01 | CANCELLATION TERMINATED NO. 999999 |
| 2018-03-01 | CANCELLED SECTION 18-TOTAL |
