Trademark: 87201870
Status Date
Tuesday, March 27, 2018
Registration Number
5434994
Registration Date
Tuesday, March 27, 2018
Filing Date
Thursday, October 13, 2016
45 Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; regulatory compliance consulting in the field of investment planning and wealth management
42 Providing online investment tools, namely, the temporary use of online non-downloadable software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; providing online website customization tools, namely, the temporary use of online non-downloadable software for use by investment advisors in the field of financial management; providing a website that gives investment advisors the ability to create web pages featuring user-defined profiles in the field of financial information
Mar 27, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Mar 27, 2018
Registered-Supplemental Register
Feb 20, 2018
Law Office Publication Review Completed
Feb 13, 2018
Approved For Registration Supplemental Register
Feb 13, 2018
Teas/Email Correspondence Entered
Feb 13, 2018
Correspondence Received In Law Office
Feb 11, 2018
Assigned To Lie
Feb 2, 2018
Teas Response To Office Action Received
Oct 23, 2017
Notification Of Non-Final Action E-Mailed
Oct 23, 2017
Non-Final Action E-Mailed
Oct 23, 2017
Non-Final Action Written
Aug 4, 2017
Notification Of Non-Final Action E-Mailed
Aug 4, 2017
Non-Final Action E-Mailed
Aug 4, 2017
Non-Final Action Written
Jul 27, 2017
Notice Of Acceptance Of Amendment To Allege Use E-Mailed
Jul 26, 2017
Teas/Email Correspondence Entered
Jul 24, 2017
Correspondence Received In Law Office
Jul 24, 2017
Teas Response To Office Action Received
Jul 26, 2017
Use Amendment Accepted
Jul 24, 2017
Teas Change Of Correspondence Received
Jul 25, 2017
Amendment To Use Processing Complete
Jul 25, 2017
Use Amendment Filed
Jul 24, 2017
Teas Amendment Of Use Received
Jul 24, 2017
Teas Change Of Correspondence Received
Jan 24, 2017
Notification Of Non-Final Action E-Mailed
Jan 24, 2017
Non-Final Action E-Mailed
Jan 24, 2017
Non-Final Action Written
Jan 24, 2017
Assigned To Examiner
Oct 18, 2016
New Application Office Supplied Data Entered
Oct 17, 2016
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
