Word

ALVARIUM TIEDEMANN ALTI

Status

Pending

Status Code

653

Status Date

Friday, October 6, 2023

Serial Number

97458884

Mark Type

4000

Filing Date

Wednesday, June 15, 2022

Trademark Owner History

ALTI ASSET MANAGEMENT HOLDINGS 2 LIMITED - 1st New Owner Before Publication
Alvarium Investments Limited - Original Applicant
Tiedemann Advisors, LLC - Original Applicant

Classifications

36 Estate planning; estate trust management; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial portfolio management; Financial risk management; Financial trust planning; Financial trust administration; Financial advice; Financial analysis; Financial planning; Investment advisory services; Investment consultancy; Investment management; Monetary strategy consultation and research; Financial services, namely, wealth management services; impact and socially responsible investing of funds for others in the fields of venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; environmental, social and governance investing of funds for others in the fields of venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; trustee services; Real estate investment services; real estate funds investment services; real estate trustee services; real estate financing services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others

35 Business management advice; Business records management; Tax consultation; Tax advisory services; market research and business analyses; Market analysis

42 software as a service (SAAS) services and providing online, non-downloadable computer software all featuring software for investing use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management, estate planning; software as a service (SAAS) services and providing online, non-downloadable computer software all featuring software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions

Trademark Events

Jan 24, 2024

Automatic Update Of Assignment Of Ownership

Oct 6, 2023

Notification Of Letter Of Suspension E-Mailed

Oct 6, 2023

Letter Of Suspension E-Mailed

Oct 6, 2023

Suspension Letter Written

Oct 5, 2023

Teas/Email Correspondence Entered

Oct 4, 2023

Correspondence Received In Law Office

Oct 4, 2023

Teas Response To Office Action Received

Jul 5, 2023

Application Extension Granted/Receipt Provided

Jul 5, 2023

Application Extension To Response Period - Received

Apr 4, 2023

Notification Of Non-Final Action E-Mailed

Apr 4, 2023

Non-Final Action E-Mailed

Apr 4, 2023

Non-Final Action Written

Mar 28, 2023

Assigned To Examiner

Jun 28, 2022

New Application Office Supplied Data Entered

Jun 18, 2022

New Application Entered