WEALTH ARCHITECT
Live / Applied — Suspended — suspension letter mailed (as of 02 Oct 2026)
What this means for you
Not registered yet, but its 26 Mar 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99727652
- Mark type
- Design + words
- Filed
- 26 Mar 2026
- Attorney of record
- Rajesh Fotedar
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial advisory services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for providing financial information and analysis, and enabling users to input questions and receive responses regarding financial planning; Software as a service (SAAS) services featuring software for providing artificial-intelligence driven simulated conversations enabling users to input questions and receive responses regarding financial planning and trigger initiation of financial tasks and actions; Software as a service (SAAS) services featuring software for financial management, namely, software for aggregating financial account information, tracking spending, savings, investments, and debts
Owner
- Wealth Architect Inc., Dover, DE, US
Prosecution history
- 02 Oct 2026 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
- 02 Oct 2026 — SUSPENSION LETTER WRITTEN
- 28 Sept 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 28 Sept 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 28 Sept 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 10 Aug 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 10 Aug 2026 — NON-FINAL ACTION E-MAILED
- 10 Aug 2026 — NON-FINAL ACTION WRITTEN
- 06 Aug 2026 — ASSIGNED TO EXAMINER
- 05 Aug 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 05 Aug 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 26 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 26 Mar 2026 — NEW APPLICATION ENTERED
- 02 Oct 2026 — LETTER OF SUSPENSION E-MAILED