VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS

LIVE

Serial Number

98557115

Owner

Valcori Automated Solutions, LLC

Attorney

Benjamin W. Janke

First Use Date

Aug 1, 2025

Filing Date

May 17, 2024

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VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS Trademark

Serial Number: 98557115 • Registration: 8255304

VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS is a trademark filed by Valcori Automated Solutions, LLC on May 17, 2024. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Trademark Classes

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

Valcori Automated Solutions, LLC (6 trademarks)

8 The Green, Ste B
Dover, DE 19901

Entity Type: 16

Legal Representation

Attorney of Record

Benjamin W. Janke

660 trademarks filed View all →

Correspondence Address

Benjamin W. Janke Baker, Donelson, Bearman, Caldwell & Berkowitz, A Professional Corporation

201 St. Charles Ave., Suite 3600

New Orleans, LA 70170

United States

Trademark Details

Filing Date

May 17, 2024

Registration Date

May 12, 2026

First Use Anywhere

August 1, 2025

First Use in Commerce

August 1, 2025

Published for Opposition

September 9, 2025

Goods & Services

Software as a service (SAAS) services featuring software for backend automated office functions for wealth management and consulting providers specifically, data reporting, workflow integration, cross-platform information with outside vendors, and communications processes to field personnel and back-office departments; Software as a service (SAAS) services featuring software tools to visually design, create, and modify workflows or business processes

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED

May 12, 2026 NRCC

REGISTERED-PRINCIPAL REGISTER

May 12, 2026 R.PR

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Apr 21, 2026 SUNA

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Apr 21, 2026 CNPR

STATEMENT OF USE PROCESSING COMPLETE

Apr 21, 2026 SUPC

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Apr 15, 2026 AITU

USE AMENDMENT FILED

Nov 4, 2025 IUAF

TEAS STATEMENT OF USE RECEIVED

Nov 4, 2025 EISU

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Nov 4, 2025 NOAM

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Sep 9, 2025 NPUB

PUBLISHED FOR OPPOSITION

Sep 9, 2025 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 3, 2025 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 11, 2025 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Aug 1, 2025 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Aug 1, 2025 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Aug 1, 2025 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

May 28, 2025 GNRN

NON-FINAL ACTION E-MAILED

May 28, 2025 GNRT

NON-FINAL ACTION WRITTEN

May 28, 2025 CNRT

TEAS/EMAIL CORRESPONDENCE ENTERED

May 23, 2025 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

May 23, 2025 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

May 23, 2025 TROA

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

Mar 5, 2025 XELG

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

Mar 5, 2025 XELR

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Dec 10, 2024 GNRN

NON-FINAL ACTION E-MAILED

Dec 10, 2024 GNRT

NON-FINAL ACTION WRITTEN

Dec 10, 2024 CNRT

ASSIGNED TO EXAMINER

Dec 3, 2024 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 20, 2024 NWOS

NEW APPLICATION ENTERED

May 17, 2024 NWAP

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