TrademarkDir
WEALTHCENTRAL
LIVE

Serial Number

98875478

Owner

WealthCentral, Inc.

Attorney

Morris E. Turek

First Use Date

Jan 7, 2026

Filing Date

Nov 27, 2024

Add to watchlist:

No watchlists yet
+ Create New Watchlist
View on USPTO

WEALTHCENTRAL Trademark

Serial Number: 98875478

WEALTHCENTRAL is a trademark filed by WealthCentral, Inc. on November 27, 2024. The trademark is classified under Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

WealthCentral, Inc.

350 Lincoln Rd.
Miami Beach, FL 33139

Entity Type: 03

Trademark Details

Filing Date

November 27, 2024

Registration Date

Not Registered

First Use Anywhere

January 7, 2026

First Use in Commerce

January 7, 2026

Published for Opposition

July 15, 2025

Goods & Services

Software as a service (SAAS) services featuring software for financial advisors for the purposes of managing client data, obtaining new clients, creating financial strategies, forecasting future cash flows, creating strategies for tax optimization, analyzing life insurance needs, and forecasting scenarios that may affect client portfolios

Filing History

STATEMENT OF USE PROCESSING COMPLETE
May 18, 2026 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
May 17, 2026 AITU
USE AMENDMENT FILED
Jan 8, 2026 IUAF
TEAS STATEMENT OF USE RECEIVED
Jan 8, 2026 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sep 9, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 15, 2025 NPUB
PUBLISHED FOR OPPOSITION
Jul 15, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 9, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 13, 2025 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 11, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 11, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 11, 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
ASSIGNED TO EXAMINER
May 20, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 27, 2025 NWOS
NEW APPLICATION ENTERED
Nov 27, 2024 NWAP

Related Trademarks