Trademark: 90621540
Status Date
Tuesday, August 8, 2023
Registration Number
7133846
Registration Date
Tuesday, August 8, 2023
Filing Date
Friday, April 2, 2021
Published for Opposition
Tuesday, July 19, 2022
36 Financial services, namely, financial data aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions
42 Providing temporary use of non-downloadable computer software for a seamless aggregating of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platform for receiving, compiling and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and providing temporary use of non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance
Aug 8, 2023
Notice Of Registration Confirmation Emailed
Aug 8, 2023
Registered-Principal Register
Jul 1, 2023
Notice Of Acceptance Of Statement Of Use E-Mailed
Jun 30, 2023
Allowed Principal Register - Sou Accepted
Jun 14, 2023
Notice Of Approval Of Extension Request E-Mailed
Jun 13, 2023
Statement Of Use Processing Complete
Apr 27, 2023
Use Amendment Filed
Jun 13, 2023
Sou Extension 1 Granted
Mar 13, 2023
Sou Extension 1 Filed
Jun 13, 2023
Case Assigned To Intent To Use Paralegal
Apr 28, 2023
Notice Of Revival - E-Mailed
Apr 27, 2023
Teas Statement Of Use Received
Apr 27, 2023
Extension Received With Teas Petition
Apr 27, 2023
Petition To Revive-Granted
Apr 27, 2023
Teas Petition To Revive Received
Apr 17, 2023
Abandonment Notice E-Mailed - No Use Statement Filed
Apr 17, 2023
Abandonment - No Use Statement Filed
Sep 13, 2022
Noa E-Mailed - Sou Required From Applicant
Jul 19, 2022
Official Gazette Publication Confirmation E-Mailed
Jul 19, 2022
Published For Opposition
Jun 29, 2022
Notification Of Notice Of Publication E-Mailed
Jun 10, 2022
Approved For Pub - Principal Register
May 20, 2022
Teas/Email Correspondence Entered
May 20, 2022
Correspondence Received In Law Office
May 20, 2022
Teas Response To Office Action Received
Nov 23, 2021
Notification Of Non-Final Action E-Mailed
Nov 23, 2021
Non-Final Action E-Mailed
Nov 23, 2021
Non-Final Action Written
Nov 16, 2021
Assigned To Examiner
Jul 22, 2021
New Application Office Supplied Data Entered
Trademark Alertz updated from USPTO on 2030-01-24
