Serial Number
87704339
Owner
WEALTH TECHNOLOGIES INC.Attorney
David JacksonFirst Use Date
Aug 1, 2017
Filing Date
Dec 1, 2017
WTI Trademark
Serial Number: 87704339 • Registration: 6739576
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
David Jackson Womble Bond Dickinson (US) LLP
201 E Washington Street
Phoenix, AZ 85004
United States
Trademark Details
Filing Date
December 1, 2017
Registration Date
May 24, 2022
First Use Anywhere
August 1, 2017
First Use in Commerce
August 1, 2017
Published for Opposition
June 12, 2018
Goods & Services
Software as a service (SAAS) services featuring cloud based software for development and maintenance of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SAAS) services featuring cloud based software for delivering personal and household financial planning and advice using algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized financial services integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized investment advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized money management advice integrated with algorithmic financial planning strategies; Software as a service (SAAS) services featuring cloud based software for delivering customized consumer advice integrated with algorithmic financial planning strategies
Financial planning with multiple prioritized goals; creating personalized algorithmic financial planning strategies with multiple prioritized goals; customized financial services, namely, investment management, investment brokerage and insurance consultancy, integrated with algorithmic financial planning strategies with multiple prioritized goals; customized financial investment advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized money management financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals; customized consumer financial advice integrated with algorithmic financial planning strategies with multiple prioritized goals
