Trademark: 97401644
Status Date
Tuesday, January 2, 2024
Registration Number
7264838
Registration Date
Tuesday, January 2, 2024
Filing Date
Monday, May 9, 2022
9 Downloadable investment documents provided via a website; Downloadable software consisting of an e-subscription service for private funding transactions and fund subscriptions that allows investors to complete, sign and submit subscription documents and AML/KYC documents electronically by filling out a user-friendly, logic-based questionnaire; Downloadable software that provides a centralized dashboard to track investor status, comments and documents; Downloadable database management software
36 Financial services, namely, subscription-based investment fund services and investment fund transaction services; Financial services, namely, investment fund development, consulting, advisory, management, and analysis services; Financial services, namely, administration of transactions involving financial investment in private equity funds, hedge funds, venture capital funds, registered funds, and mutual funds over a global data network; Providing an on-line searchable database featuring financial information about investments
42 Platform as a Service (PaaS) services, namely, a proprietary e-subscription software platform for private funding transactions and fund subscriptions that allows investors to complete, sign and submit subscription documents and AML/KYC documents electronically by filling out a user-friendly, logic-based questionnaire; Software as a Service (SaaS) services featuring software for private funding transactions and fund subscriptions that allows investors to complete, sign and submit subscription documents and AML/KYC documents electronically by filling out a user-friendly, logic-based questionnaire; Providing temporary use of online non-downloadable, cloud-based software providing a centralized online dashboard for tracking investor status, comments and documents
Jan 2, 2024
Teas Change Of Correspondence Received
Jan 2, 2024
Attorney/Dom.Rep.Revoked And/Or Appointed
Jan 2, 2024
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jan 2, 2024
Teas Change Of Correspondence Received
Jan 2, 2024
Attorney/Dom.Rep.Revoked And/Or Appointed
Jan 2, 2024
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jan 2, 2024
Notice Of Registration Confirmation Emailed
Jan 2, 2024
Registered-Supplemental Register
May 3, 2023
Approved For Registration Supplemental Register
May 3, 2023
Examiner's Amendment Entered
May 3, 2023
Notification Of Examiners Amendment E-Mailed
May 3, 2023
Examiners Amendment E-Mailed
May 3, 2023
Examiners Amendment -Written
Mar 3, 2023
Notification Of Non-Final Action E-Mailed
Mar 3, 2023
Non-Final Action E-Mailed
Mar 3, 2023
Non-Final Action Written
Feb 26, 2023
Assigned To Examiner
Oct 18, 2022
Teas Change Of Correspondence Received
Oct 18, 2022
Attorney/Dom.Rep.Revoked And/Or Appointed
Oct 18, 2022
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 16, 2022
New Application Office Supplied Data Entered
May 12, 2022
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24