Trademark: 90553981
Status Date
Tuesday, May 3, 2022
Registration Number
6720290
Registration Date
Tuesday, May 3, 2022
Filing Date
Monday, March 1, 2021
Published for Opposition
Tuesday, November 2, 2021
42 Software as a service (SaaS) featuring software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; software as a service (SaaS) featuring software for use as a portfolio rebalance and optimization system
May 3, 2022
Registered-Principal Register
Mar 30, 2022
Notice Of Acceptance Of Statement Of Use E-Mailed
Mar 29, 2022
Allowed Principal Register - Sou Accepted
Mar 28, 2022
Statement Of Use Processing Complete
Feb 28, 2022
Use Amendment Filed
Mar 28, 2022
Case Assigned To Intent To Use Paralegal
Feb 28, 2022
Teas Statement Of Use Received
Dec 28, 2021
Noa E-Mailed - Sou Required From Applicant
Nov 2, 2021
Official Gazette Publication Confirmation E-Mailed
Nov 2, 2021
Published For Opposition
Oct 13, 2021
Notification Of Notice Of Publication E-Mailed
Sep 27, 2021
Approved For Pub - Principal Register
Sep 22, 2021
Assigned To Examiner
May 31, 2021
New Application Office Supplied Data Entered In Tram
Mar 4, 2021
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
