Trademark: 88978926
Status Date
Tuesday, November 10, 2020
Registration Number
6197172
Registration Date
Tuesday, November 10, 2020
Filing Date
Wednesday, May 1, 2019
Published for Opposition
Tuesday, February 18, 2020
9 Downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including downloadable computer software for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
42 Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
Nov 10, 2020
Registered-Principal Register
Oct 9, 2020
Notice Of Acceptance Of Statement Of Use E-Mailed
Oct 8, 2020
Allowed Principal Register - Sou Accepted
Sep 14, 2020
Statement Of Use Processing Complete
Sep 1, 2020
Use Amendment Filed
Sep 14, 2020
Divisional Processing Complete
Sep 1, 2020
Divisional Request Received
Sep 10, 2020
Case Assigned To Intent To Use Paralegal
Sep 1, 2020
Teas Request To Divide Received
Sep 1, 2020
Teas Statement Of Use Received
Apr 14, 2020
Noa E-Mailed - Sou Required From Applicant
Feb 18, 2020
Official Gazette Publication Confirmation E-Mailed
Feb 18, 2020
Published For Opposition
Jan 29, 2020
Notification Of Notice Of Publication E-Mailed
Jan 14, 2020
Approved For Pub - Principal Register
Jan 14, 2020
Teas/Email Correspondence Entered
Jan 14, 2020
Correspondence Received In Law Office
Jan 13, 2020
Assigned To Lie
Dec 20, 2019
Teas Response To Office Action Received
Oct 28, 2019
Attorney/Dom.Rep.Revoked And/Or Appointed
Oct 28, 2019
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jul 16, 2019
Notification Of Non-Final Action E-Mailed
Jul 16, 2019
Non-Final Action E-Mailed
Jul 16, 2019
Non-Final Action Written
Jul 15, 2019
Assigned To Examiner
May 17, 2019
New Application Office Supplied Data Entered
May 4, 2019
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
