Trademark: 97313116
Status Date
Tuesday, March 12, 2024
Filing Date
Tuesday, March 15, 2022
Published for Opposition
Tuesday, October 24, 2023
36 Financial asset management; Financial asset management services via financial technology; Financial asset management services for businesses; Financial portfolio management; Financial portfolio management via financial technology; Financial portfolio management services for businesses; Financial advisory services in the field of financial asset management; Financial services, namely, utilizing financial technology to provide financial asset management to institutions; Financial services, namely, financial asset and investment acquisition, consultation, investment advice to asset owners and asset managers; Financial asset management, namely, providing investment analytics and investment management capabilities, namely, financial research and analysis, to asset owners and asset managers; Financial services, namely, commodity trading and managed futures advisory and portfolio management for businesses; Financial investment and portfolio management for institutional business clients via a cloud-based platform; Providing financial information and analysis to businesses regarding asset management; Providing financial portfolio management information and analysis to businesses via platform across multiple forms of transmission media; Providing financial portfolio management by connecting businesses to third party asset managers and funds; Providing financial portfolio management to asset managers and asset owners via a technology platform; Financial asset management services for asset management companies; Financial asset management services for asset owner organizations and asset management organizations via a technology platform; Excluding from the foregoing offering and providing insurance products and services, real estate brokerage and real estate management to others, and the management and offering of annuity services to others; provided that none of the exclusions will exclude or limit providing investment directly or indirectly in the foregoing fields by way of financial hedge and derivative products
42 Financial technology services and solutions, namely, providing a website featuring temporary use of online non-downloadable cloud-based software applications and an online non-downloadable computer software platform for financial asset management solutions; Financial technology services and solutions, namely, providing a website featuring temporary use of online non-downloadable cloud-based software applications and an online non-downloadable computer software platform for financial portfolio management solutions
Mar 12, 2024
Statement Of Use Processing Complete
Feb 20, 2024
Use Amendment Filed
Mar 11, 2024
Case Assigned To Intent To Use Paralegal
Feb 20, 2024
Teas Statement Of Use Received
Dec 19, 2023
Noa E-Mailed - Sou Required From Applicant
Oct 24, 2023
Official Gazette Publication Confirmation E-Mailed
Oct 24, 2023
Published For Opposition
Oct 4, 2023
Notification Of Notice Of Publication E-Mailed
Sep 19, 2023
Approved For Pub - Principal Register
Sep 19, 2023
Examiner's Amendment Entered
Sep 19, 2023
Notification Of Examiners Amendment E-Mailed
Sep 19, 2023
Examiners Amendment E-Mailed
Sep 19, 2023
Examiners Amendment -Written
Sep 8, 2023
Notification Of Non-Final Action E-Mailed
Sep 8, 2023
Non-Final Action E-Mailed
Sep 8, 2023
Non-Final Action Written
Aug 10, 2023
Examiner's Amendment Entered
Aug 10, 2023
Notification Of Examiners Amendment E-Mailed
Aug 10, 2023
Examiners Amendment E-Mailed
Aug 10, 2023
Examiners Amendment -Written
Jun 16, 2023
Notification Of Non-Final Action E-Mailed
Jun 16, 2023
Non-Final Action E-Mailed
Jun 16, 2023
Non-Final Action Written
May 3, 2023
Teas/Email Correspondence Entered
Apr 27, 2023
Correspondence Received In Law Office
Apr 27, 2023
Teas Response To Office Action Received
Apr 19, 2023
Withdrawal Of Attorney Granted
Apr 19, 2023
Teas Withdrawal Of Attorney Received
Apr 13, 2023
Teas Change Of Correspondence Received
Apr 13, 2023
Teas Withdrawal Of Attorney Received-Firm Retains
Apr 13, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Apr 13, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jan 31, 2023
Notification Of Non-Final Action E-Mailed
Jan 31, 2023
Non-Final Action E-Mailed
Jan 31, 2023
Non-Final Action Written
Dec 27, 2022
Assigned To Examiner
Mar 21, 2022
New Application Office Supplied Data Entered
Mar 18, 2022
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
