WEALTHCLOUD THE INTEGRATED WEALTH PLATFORM. - Trademark Details
Status: 602 - Abandoned-Failure To Respond Or Late Response
Serial Number
86630352
Word Mark
WEALTHCLOUD THE INTEGRATED WEALTH PLATFORM.
Status
602 - Abandoned-Failure To Respond Or Late Response
Status Date
2016-10-14
Filing Date
2015-05-14
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
260109, 260316, 260521 - Geometric figures, objects, humans, plants or animals forming or bordering the perimeter of a circle. Ovals touching or intersecting. Triangles that are completely or partially shaded.
Published for Opposition Date
2016-03-22
Attorney Name
Law Office Assigned Location Code
M20
Employee Name
HOLTZ, ALLISON A
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 "THE INTEGRATIVE WEALTH PLATFORM." 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
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
6 - Active
Class Status Date
2015-05-22
Primary Code
042
First Use Anywhere Date
2015-05-05
First Use In Commerce Date
2015-05-05
Correspondences
Name
LISA B. SCHER,
Address
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Trademark Events
| Event Date | Event Description |
| 2015-05-18 | NEW APPLICATION ENTERED IN TRAM |
| 2015-05-22 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2015-05-23 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 2015-06-12 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| 2015-06-12 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| 2015-08-25 | ASSIGNED TO EXAMINER |
| 2015-09-01 | SUSPENSION LETTER WRITTEN |
| 2015-09-01 | LETTER OF SUSPENSION E-MAILED |
| 2015-09-01 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| 2015-10-29 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2016-01-14 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| 2016-01-26 | ASSIGNED TO LIE |
| 2016-01-28 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2016-01-28 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2016-02-07 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2016-02-17 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2016-03-01 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| 2016-03-01 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2016-03-01 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2016-03-04 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| 2016-03-09 | NON-FINAL ACTION WRITTEN |
| 2016-03-09 | NON-FINAL ACTION E-MAILED |
| 2016-03-09 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2016-03-16 | UNDELIVERABLE MAIL - COURTESY COPY MAILED |
| 2016-10-14 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| 2016-10-14 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
