Trademark: 86465796
Status Date
Friday, May 26, 2023
Registration Number
5080242
Registration Date
Tuesday, November 15, 2016
Filing Date
Wednesday, November 26, 2014
Published for Opposition
Tuesday, August 30, 2016
Cancellation Date
Friday, May 26, 2023
36 Providing a website featuring information in the field of client investment holdings and transactions; providing an on-line computer database on global computer networks in the field of client investment holdings and transactions; Financial services, namely, coordination of a client's investment portfolio's maintenance, trading, rebalancing, and tax management needs, with said services being for use by financial organizations with their client investment holdings and transactions; providing an online computer web site that provides financial transaction data and financial account management data, with said services being provided to financial organizations for use with their client investment holdings and transactions
35 Preparing financial reports for others, namely, providing portfolio accounting and reporting services; data and document management services, namely, business records management related to financial institutions; all of the aforementioned services being provided to financial organizations for use with their client investment holdings and transactions
May 26, 2023
Cancelled Sec. 8 (6-Yr)
Nov 15, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Nov 15, 2016
Registered-Principal Register
Aug 30, 2016
Official Gazette Publication Confirmation E-Mailed
Aug 30, 2016
Published For Opposition
Aug 10, 2016
Notification Of Notice Of Publication E-Mailed
Jul 25, 2016
Law Office Publication Review Completed
Jul 19, 2016
Approved For Pub - Principal Register
Jul 19, 2016
Examiner's Amendment Entered
Jul 19, 2016
Notification Of Examiners Amendment E-Mailed
Jul 19, 2016
Examiners Amendment E-Mailed
Jul 19, 2016
Examiners Amendment -Written
Jul 11, 2016
Notification Of Non-Final Action E-Mailed
Jul 11, 2016
Non-Final Action E-Mailed
Jul 11, 2016
Non-Final Action Written
Jun 15, 2016
Previous Allowance Count Withdrawn
May 24, 2016
Withdrawn From Pub - Og Review Query
May 10, 2016
Law Office Publication Review Completed
May 3, 2016
Exparte Appeal Terminated
May 3, 2016
Approved For Pub - Principal Register
May 3, 2016
Examiner's Amendment Entered
May 3, 2016
Notification Of Examiners Amendment E-Mailed
May 3, 2016
Examiners Amendment E-Mailed
May 3, 2016
Examiners Amendment -Written
May 2, 2016
Teas/Email Correspondence Entered
May 2, 2016
Correspondence Received In Law Office
Apr 25, 2016
Assigned To Lie
Apr 8, 2016
Teas Request For Reconsideration Received
Apr 8, 2016
Ex Parte Appeal-Instituted
Apr 8, 2016
Jurisdiction Restored To Examining Attorney
Apr 8, 2016
Exparte Appeal Received At Ttab
Oct 9, 2015
Notification Of Final Refusal Emailed
Oct 9, 2015
Final Refusal E-Mailed
Oct 9, 2015
Final Refusal Written
Sep 16, 2015
Teas/Email Correspondence Entered
Sep 15, 2015
Correspondence Received In Law Office
Sep 15, 2015
Teas Response To Office Action Received
Mar 27, 2015
Notification Of Non-Final Action E-Mailed
Mar 27, 2015
Non-Final Action E-Mailed
Mar 27, 2015
Non-Final Action Written
Mar 16, 2015
Assigned To Examiner
Dec 4, 2014
New Application Office Supplied Data Entered
Nov 29, 2014
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
