Trademark: 88409336
Word
HYBRID WEALTH ADVISOR
Status Date
Tuesday, October 25, 2022
Filing Date
Tuesday, April 30, 2019
Abandoned Date
Tuesday, October 11, 2022
9 Downloadable computer software in the field of wealth management, namely, applications for smartphones, tablets and computers for authorizing access to databases, monitoring and analyzing financial and asset accounts and portfolios and for transmitting data and information between wealth advisors and clients; Downloadable enterprise software for database management in the fields of wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence; Downloadable integration software to integrate different wealth management applications and data sources with each other to consolidate data and format data for consolidated presentation of data in the field of wealth management; Downloadable business intelligence software to aggregate, analyse and visualize data for client intelligence in the field of wealth management
42 Software-as-a-service (SAAS) services featuring software for monitoring, aggregating, analyzing and transmitting financial information in the field of wealth management; Software design services for others; Software customization services for others; Software integration services, namely, integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data
Oct 25, 2022
Abandonment Notice E-Mailed - Failure To Respond
Oct 25, 2022
Abandonment Notice Mailed - Failure To Respond
Oct 25, 2022
Abandonment - Failure To Respond Or Late Response
Apr 8, 2022
Notification Of Priority Action E-Mailed
Apr 8, 2022
Priority Action E-Mailed
Apr 8, 2022
Priority Action Written
Mar 8, 2022
Examiner's Amendment Entered
Mar 7, 2022
Notification Of Examiners Amendment E-Mailed
Mar 7, 2022
Examiners Amendment E-Mailed
Mar 7, 2022
Examiners Amendment -Written
Jan 27, 2022
Teas/Email Correspondence Entered
Jan 27, 2022
Correspondence Received In Law Office
Jan 24, 2022
Teas Response To Suspension Inquiry Received
Jul 29, 2021
Notification Of Inquiry As To Suspension E-Mailed
Jul 29, 2021
Inquiry To Suspension E-Mailed
Jul 29, 2021
Suspension Inquiry Written
Jul 22, 2021
Suspension Checked - To Attorney For Action
Sep 30, 2020
Notification Of Letter Of Suspension E-Mailed
Sep 30, 2020
Letter Of Suspension E-Mailed
Sep 30, 2020
Suspension Letter Written
Sep 16, 2020
Teas/Email Correspondence Entered
Sep 16, 2020
Correspondence Received In Law Office
Sep 9, 2020
Teas Response To Suspension Inquiry Received
Aug 25, 2020
Notification Of Inquiry As To Suspension E-Mailed
Aug 25, 2020
Inquiry To Suspension E-Mailed
Aug 25, 2020
Suspension Inquiry Written
Aug 19, 2020
Suspension Checked - To Attorney For Action
Feb 18, 2020
Notification Of Letter Of Suspension E-Mailed
Feb 18, 2020
Letter Of Suspension E-Mailed
Feb 18, 2020
Suspension Letter Written
Jan 28, 2020
Teas/Email Correspondence Entered
Jan 28, 2020
Correspondence Received In Law Office
Jan 23, 2020
Assigned To Lie
Jan 13, 2020
Teas Response To Office Action Received
Jul 13, 2019
Notification Of Non-Final Action E-Mailed
Jul 13, 2019
Non-Final Action E-Mailed
Jul 13, 2019
Non-Final Action Written
Jul 12, 2019
Assigned To Examiner
May 16, 2019
New Application Office Supplied Data Entered
May 3, 2019
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
