VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS Trademark
VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS is a USPTO trademark filed by Valcori Automated Solutions, LLC. Status: Registered.
Trademark Facts
| Mark | VALCORI WORKMATE WEALTH MANAGEMENT SOLUTIONS |
|---|---|
| Serial Number | 98557115 |
| Registration Number | 8255304 |
| Status | Registered |
| Filing Date | 2024-05-17 |
| Registration Date | 2026-05-12 |
| Mark Type | Word |
| Nice Classes | 042 (Software & IT) |
| Owner | Valcori Automated Solutions, LLC |
| Attorney of Record | Benjamin W. Janke |
| Prosecution Events | 28 |
| Latest Event | CNPR on 2026-04-21 |
Goods & Services
WEALTH MANAGEMENT SOLUTIONS; 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