TREA

98207714 - WEALTHLENS

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Information

  • Trademark
  • 98207714
  • Serial Number
    98207714
  • Filing Date
    October 03, 2023
    a year ago
  • Transaction Date
    April 15, 2025
    a month ago
  • Status Date
    April 14, 2025
    a month ago
  • Published for Opposition Date
    July 16, 2024
    10 months ago
  • Location Date
    September 10, 2024
    8 months ago
  • Status Code
    606
  • Current Location
    INTENT TO USE SECTION
    Employee Name
    CHOI, REBECCA
  • Attorney Docket Number
    13077.0073
    Attorney Name
    Lynn M. Jordan
    Law Office Assigned Location Code
    M90
  • Owners
Information
Mark Drawing Code
4
Mark Identification
WEALTHLENS
Case File Statements
  • GS0091: Downloadable computer software platforms for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; downloadable computer software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; downloadable computer software platforms for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; downloadable computer software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction
  • PM0001: WEALTH LENS
  • GS0361: Banking and financial services, namely, portfolio management, financial analysis and consultation; Financial portfolio management; financial risk management consultancy; financial investment analysis; Financial asset evaluation; Providing financial information via electronic means; Financial information and advisory services; Financial information in the field of finance, markets, news and analytics; Financial consultancy relating to banking; Professional financial consulting to financial institutions for organization and administration of banking and financial affairs; Provision of information on life insurance, brokerage, and financial information pertaining to financial estimates of committed capital, financial analyses and other financial appraisals; credit reporting services, namely, information services on credit facilities; Investment risk assessment services and reports associated therewith
  • GS0351: Computerized database management; Database management services for others, namely, collecting, analyzing, updating and supplying data; Business consultancy in the investment management industry; Compiling, input and systematic ordering of information in the field of finance and capital market in computer databases; business risk management consultancy; Economic forecasting and analysis; Preparing business and financial reports for others; Outsource service providers in the field of business analytics; Computer-assisted business information retrieval and data processing in connection with stock exchange information; Systematization and composition of financial information and data in a computer database; data processing services in the field of securities information via computer; Records management services, namely, recording of commercial information with regulatory agencies; Business statistical studies, namely, statistical analysis reporting services for business purposes; Regulatory submission management, namely, assisting others in gathering data, preparing and filing financial applications for submission to governmental regulatory bodies
  • GS0421: Software as a service services (saas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; platform as a service services (paas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; providing temporary use of non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; software as a service services (saas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; platform as a service services (paas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; providing temporary use of non-downloadable software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; design and development of computer software in the financial industry for others; providing temporary use of online non-downloadable software for analyzing data and regulatory reporting of data in the investment management industry
Case File Event Statements
  • 10/6/2023 - a year ago
    1 - NEW APPLICATION ENTERED Type: NWAP
  • 10/12/2023 - a year ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 12/1/2023 - a year ago
    3 - TEAS VOLUNTARY AMENDMENT RECEIVED Type: PARI
  • 12/20/2023 - a year ago
    4 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 5/23/2024 - a year ago
    5 - ASSIGNED TO EXAMINER Type: DOCK
  • 6/13/2024 - 11 months ago
    8 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN
  • 6/13/2024 - 11 months ago
    9 - EXAMINER'S AMENDMENT ENTERED Type: XAEC
  • 6/13/2024 - 11 months ago
    6 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA
  • 6/13/2024 - 11 months ago
    7 - EXAMINERS AMENDMENT E-MAILED Type: GNEA
  • 6/13/2024 - 11 months ago
    10 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 6/26/2024 - 11 months ago
    11 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP
  • 7/16/2024 - 10 months ago
    12 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 7/16/2024 - 10 months ago
    13 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB
  • 7/16/2024 - 10 months ago
    14 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 9/10/2024 - 8 months ago
    16 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM
  • 4/14/2025 - a month ago
    17 - ABANDONMENT - NO USE STATEMENT FILED Type: ABN6
  • 4/14/2025 - a month ago
    18 - ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED Type: MAB6
  • 7/16/2024 - 10 months ago
    15 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB