Word

RADIUS

Status

Pending

Status Code

730

Status Date

Monday, January 8, 2024

Serial Number

97168715

Mark Type

4000

Filing Date

Monday, December 13, 2021

Published for Opposition

Tuesday, May 16, 2023

Trademark Owner History

Parametric Portfolio Associates LLC - Owner At Publication

Classifications

9 Computer software and mobile applications for use by others in rendering financial services, namely, downloadable software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management, investment management, and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; computer software and mobile applications used in connection with financial services, namely, downloadable software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Downloadable computer software platforms for financial analytics, investment management, and securities trading; Downloadable computer software platforms for risk management, investment management, financial management and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Downloadable computer software platforms for evaluation, analysis, and comparison of data and information in the fields of financial management, investment management, financial risk management, and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Downloadable computer software, namely, an electronic financial platform to conduct financial performance analyses, risk assessment scenarios, trend analyses, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Downloadable computer software, namely, an electronic financial platform for customization and workflow management of client investment and financial portfolios, and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals

36 Fund investment and advisory services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Investment counseling services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Management of portfolios comprising securities, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Mutual fund investment and investment advisory services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts; Financial services, namely, providing risk management services, financial management services, and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Financial analysis, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Financial services, namely, providing financial analyses, financial data analytics, financial industry data analysis, investment risk assessment; Providing online information in the fields of investment management, financial risk management, and financial advisory services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Financial research and analysis services, namely, development and implementation of robust modeling and data analytic frameworks, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals

35 Providing information and analysis relating to economic market data; providing business and market research services to individual and institutional financial investors and financial professionals, in the field of financial and securities markets; market analysis; Compiling and analyzing statistics, data and other sources of information for business planning purposes and financial record-keeping for regulatory compliance purposes; Analyzing and compiling data for measuring the performance of financial markets and market trends in the securities markets

42 Temporary use of on-line non-downloadable computer software for use by others in providing financial services, namely, providing risk management, financial information, financial management, securities trading and investment management services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Providing a website featuring on-line non-downloadable software for providing information about investment management, financial risk management, and financial advisory services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals

Trademark Events

Jan 10, 2024

Notice Of Approval Of Extension Request E-Mailed

Jan 8, 2024

Sou Extension 1 Granted

Jan 8, 2024

Sou Extension 1 Filed

Jan 8, 2024

Sou Teas Extension Received

Jul 11, 2023

Noa E-Mailed - Sou Required From Applicant

May 16, 2023

Official Gazette Publication Confirmation E-Mailed

May 16, 2023

Published For Opposition

Apr 26, 2023

Notification Of Notice Of Publication E-Mailed

Apr 10, 2023

Approved For Pub - Principal Register

Mar 1, 2023

Teas/Email Correspondence Entered

Feb 28, 2023

Correspondence Received In Law Office

Feb 28, 2023

Teas Response To Office Action Received

Sep 21, 2022

Notification Of Non-Final Action E-Mailed

Sep 21, 2022

Non-Final Action E-Mailed

Sep 21, 2022

Non-Final Action Written

Sep 20, 2022

Assigned To Examiner

Dec 16, 2021

New Application Office Supplied Data Entered

Dec 16, 2021

New Application Entered