Trademark: 88636766
Status Date
Tuesday, October 10, 2023
Registration Number
7189906
Registration Date
Tuesday, October 10, 2023
Filing Date
Monday, September 30, 2019
Published for Opposition
Tuesday, October 25, 2022
9 Downloadable enterprise-wide computer software for use by wealth management firms to provide advisory services and investment advice, portfolio management and trading, and information based on an investor's financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Downloadable computer software for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) for the purpose of managing clients' financial portfolios to provide wealth management, financial analytics, portfolio management, and financial risk management advice and information on their client's investment financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks
42 Software as a service (SAAS) services featuring enterprise-wide software for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) in the fields of wealth financial planning and investment advisory services for the purpose of providing advisory services and investment advice, portfolio management and trading, and information on an investor's financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Software as a service (SAAS) services featuring enterprise-wide software for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) in the fields of wealth management, financial analytics, financial portfolio management and risk management for the purpose of managing client's financial portfolios to provide wealth management, financial analytics, portfolio management, and financial risk management advice and information on their client's investment financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Platform as a service (PAAS) featuring enterprise-wide computer software platforms for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) in the fields of financial planning and investment advisory services for the purpose of providing advisory services and investment advice, portfolio management and trading, and information on an investor's financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Platform as a service (PAAS) featuring enterprise-wide computer software platforms in the fields of fields of wealth management, financial analytics, financial portfolio management and risk management for the purpose of managing client's financial portfolios to provide wealth management, financial analytics, portfolio management, and financial risk management advice and information on their client's investment financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks
Oct 10, 2023
Notice Of Registration Confirmation Emailed
Oct 10, 2023
Registered-Principal Register
Sep 2, 2023
Notice Of Acceptance Of Statement Of Use E-Mailed
Sep 1, 2023
Allowed Principal Register - Sou Accepted
Aug 24, 2023
Notice Of Approval Of Extension Request E-Mailed
Aug 23, 2023
Statement Of Use Processing Complete
Aug 23, 2023
Sou Extension 1 Granted
Aug 21, 2023
Sou Extension 1 Filed
Aug 21, 2023
Use Amendment Filed
Aug 23, 2023
Case Assigned To Intent To Use Paralegal
Aug 21, 2023
Sou Teas Extension Received
Aug 21, 2023
Teas Statement Of Use Received
Feb 21, 2023
Noa E-Mailed - Sou Required From Applicant
Jan 6, 2023
Extension Of Time To Oppose Process - Terminated
Nov 23, 2022
Extension Of Time To Oppose Received
Oct 25, 2022
Official Gazette Publication Confirmation E-Mailed
Oct 25, 2022
Published For Opposition
Oct 5, 2022
Notification Of Notice Of Publication E-Mailed
Sep 17, 2022
Approved For Pub - Principal Register
Aug 19, 2022
Teas/Email Correspondence Entered
Aug 18, 2022
Correspondence Received In Law Office
Aug 18, 2022
Teas Response To Office Action Received
May 24, 2022
Notification Of Non-Final Action E-Mailed
May 24, 2022
Non-Final Action E-Mailed
May 24, 2022
Non-Final Action Written
Apr 25, 2022
Teas/Email Correspondence Entered
Apr 25, 2022
Correspondence Received In Law Office
Apr 25, 2022
Assigned To Lie
Apr 21, 2022
Teas Response To Suspension Inquiry Received
Feb 22, 2022
Notification Of Inquiry As To Suspension E-Mailed
Feb 22, 2022
Inquiry To Suspension E-Mailed
Feb 22, 2022
Suspension Inquiry Written
Aug 20, 2021
Notification Of Letter Of Suspension E-Mailed
Aug 20, 2021
Letter Of Suspension E-Mailed
Aug 20, 2021
Suspension Letter Written
Jul 30, 2021
Teas/Email Correspondence Entered
Jul 30, 2021
Correspondence Received In Law Office
Jul 30, 2021
Assigned To Lie
Jul 28, 2021
Teas Response To Suspension Inquiry Received
Jan 28, 2021
Notification Of Inquiry As To Suspension E-Mailed
Jan 28, 2021
Inquiry To Suspension E-Mailed
Jan 28, 2021
Suspension Inquiry Written
Jul 27, 2020
Notification Of Letter Of Suspension E-Mailed
Jul 27, 2020
Letter Of Suspension E-Mailed
Jul 27, 2020
Suspension Letter Written
Jul 24, 2020
Notification Of Letter Of Suspension E-Mailed
Jul 24, 2020
Letter Of Suspension E-Mailed
Jul 24, 2020
Suspension Letter Written
Jul 8, 2020
Teas/Email Correspondence Entered
Jul 7, 2020
Correspondence Received In Law Office
Jul 7, 2020
Teas Response To Office Action Received
Jan 7, 2020
Notification Of Non-Final Action E-Mailed
Jan 7, 2020
Non-Final Action E-Mailed
Jan 7, 2020
Non-Final Action Written
Jan 2, 2020
Assigned To Examiner
Oct 3, 2019
New Application Office Supplied Data Entered
Oct 3, 2019
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
