Trademark: 85833968
Status Date
Friday, November 20, 2020
Registration Number
4515949
Registration Date
Tuesday, April 15, 2014
Filing Date
Monday, January 28, 2013
Published for Opposition
Tuesday, June 25, 2013
Cancellation Date
Friday, November 20, 2020
42 Software as a service (SaaS) featuring software in the field of financial portfolio management, namely, used for investment tracking, portfolio analysis, investment reporting, investment performance management, financial instrument trades tracking, trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking management, investment billing management, investment account billing, receivables tracking, revenue distribution and reporting, financial instruments trading compliance, management of margin, financing and stock borrow requirements; Software as a service (SaaS) featuring customer relationship management software for use by portfolio managers and financial advisors; Software as a service (SaaS) featuring research management software, namely, software for the collection, editing, organizing, modifying, bookmarking, transmission, storage and sharing of data and information
Nov 20, 2020
Cancelled Sec. 8 (6-Yr)
May 29, 2019
Attorney/Dom.Rep.Revoked And/Or Appointed
May 29, 2019
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Apr 15, 2019
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jul 11, 2018
Assignment Of Ownership Not Updated Automatically
Jul 22, 2015
Assignment Of Ownership Not Updated Automatically
Jul 15, 2015
Assignment Of Ownership Not Updated Automatically
Apr 15, 2014
Registered-Principal Register
Mar 11, 2014
Notice Of Acceptance Of Statement Of Use E-Mailed
Mar 10, 2014
Law Office Registration Review Completed
Mar 6, 2014
Allowed Principal Register - Sou Accepted
Mar 5, 2014
Notice Of Approval Of Extension Request E-Mailed
Mar 4, 2014
Statement Of Use Processing Complete
Jan 28, 2014
Use Amendment Filed
Mar 4, 2014
Extension 1 Granted
Jan 28, 2014
Extension 1 Filed
Feb 24, 2014
Case Assigned To Intent To Use Paralegal
Jan 28, 2014
Teas Extension Received
Jan 28, 2014
Teas Statement Of Use Received
Aug 20, 2013
Noa E-Mailed - Sou Required From Applicant
Jun 25, 2013
Official Gazette Publication Confirmation E-Mailed
Jun 25, 2013
Published For Opposition
Jun 5, 2013
Notification Of Notice Of Publication E-Mailed
May 22, 2013
Law Office Publication Review Completed
May 22, 2013
Assigned To Lie
May 13, 2013
Approved For Pub - Principal Register
May 13, 2013
Examiner's Amendment Entered
May 13, 2013
Notification Of Examiners Amendment E-Mailed
May 13, 2013
Examiners Amendment E-Mailed
May 13, 2013
Examiners Amendment -Written
May 10, 2013
Assigned To Examiner
Feb 1, 2013
New Application Office Supplied Data Entered In Tram
Jan 31, 2013
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
