Trademark: 86296435
Status Date
Saturday, February 27, 2021
Registration Number
4691331
Registration Date
Tuesday, February 24, 2015
Filing Date
Friday, May 30, 2014
Published for Opposition
Tuesday, December 9, 2014
36 Financial services, namely, providing an online wealth management portal for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM)
42 Platform as a service (PAAS), namely, providing a wealth management software platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM)
Feb 24, 2024
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Feb 27, 2021
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Feb 27, 2021
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Feb 22, 2021
Case Assigned To Post Registration Paralegal
Nov 17, 2020
Teas Section 8 & 15 Received
Feb 24, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
May 22, 2019
Automatic Update Of Assignment Of Ownership
Feb 24, 2015
Registered-Principal Register
Dec 9, 2014
Official Gazette Publication Confirmation E-Mailed
Dec 9, 2014
Published For Opposition
Nov 19, 2014
Notification Of Notice Of Publication E-Mailed
Nov 5, 2014
Law Office Publication Review Completed
Nov 5, 2014
Assigned To Lie
Oct 21, 2014
Approved For Pub - Principal Register
Oct 21, 2014
Teas/Email Correspondence Entered
Oct 21, 2014
Correspondence Received In Law Office
Oct 21, 2014
Teas Response To Office Action Received
Sep 12, 2014
Notification Of Non-Final Action E-Mailed
Sep 12, 2014
Non-Final Action E-Mailed
Sep 12, 2014
Non-Final Action Written
Sep 12, 2014
Assigned To Examiner
Jun 12, 2014
New Application Office Supplied Data Entered
Jun 3, 2014
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
