Word

BETANXT

Status

Pending

Status Code

819

Status Date

Wednesday, March 13, 2024

Serial Number

97480833

Mark Type

4000

Filing Date

Wednesday, June 29, 2022

Published for Opposition

Tuesday, June 20, 2023

Trademark Owner History

BETANXT, INC. - Owner At Publication
Beta Plus Technologies, Inc. - Original Applicant

Classifications

36 Provision of services to employed, contracted and/or affiliated investment advisory representatives and registered investment advisor (ria) firms, namely, financial services in the form of advice relating to investments; financial services, namely, wealth management services; financial services, namely, asset allocation; cash management; investment consultation; investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; financial asset management support for others; financial asset management for others via investment portfolio and investment model design and investment portfolio management by trading and rebalancing portfolios, and identifying investment opportunities; trust services, namely, investment and trust company services; mutual fund processing services, namely, brokerage services, investment services, analysis services, and development services; cash management services for others; securities deposit services; management of securities portfolios; securities trade execution services; securities exchange price quotations; management of portfolios of transferable securities; tax payment processing, tax payment financial management, and tax payment financial analysis services; investment management and investment advisory services; financial investment brokerage services; trading in securities; management of securities portfolios; mutual fund brokerage; annuities services for others, namely, account and investment administration; credit card payment processing services; credit card transaction processing services; money exchange services; financing of loans; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial guarantee and surety services; insurance and financial information and consultancy services; foreign exchange transactions; Brokerage of bills of exchange, bonds, and subordinated loans for others; financial services, namely, stock broking services; stock broking services; individual retirement account processing services; financial exchange of crypto assets; financial services, namely, electronic transfer of crypto assets; corporate actions processing services, namely, tax payment processing and payment transaction processing services; financial asset management for others via creating asset allocation models to aid in performance, diversification and risk reduction; financial information in the field of tax forms for securities investments; Financial investment analysis; exchange services relating to financial securities, foreign currency exchange, shares, stocks and bonds; share dividend price information services; Financial administration of stock exchange trading of shares in financial markets; Providing security services, namely, guaranteeing loans; Securities lending; Financial asset management for others via creating asset allocation models to aid in performance, diversification and risk reduction; Financial transaction reconciliation in the form of reconciliation of securities and option trades on behalf of others

35 Office administration services, namely, providing back office administrative functions for finance, accounting and settlement services, and credit analysis; provision of tax and taxation planning services to employed, contracted and/or affiliated investment advisory representatives and registered investment advisor firms; Business support services, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models; business transition support for others via analyzing business data to determine the financial support needed for firms or advisors to transition from one broker dealer or registered investment advisor to another; business consulting services; business development services, namely, consulting regarding strategic partner development, office administration services, provision of regulation compliance tracking, and management services for business purposes in the field of wealth management; business consultancy with regard to planning, organization, and management of industrial, trading, and services companies; business management consulting; voting services for casting third party votes with regard to the management of assets, investments, and interests held in other companies; management of tax files; tax and taxation planning, advice, information and consultancy services; tax reporting services, namely, tax filing and tax consulting; Business information reporting services, namely, providing reports for pre-trade tax optimization to help investors and advisors maximize after-tax performance; transfer recordation, transfer registration, and customs clearance services relating to financial securities, foreign currency exchange, shares, stocks and bonds; development of marketing strategies, concepts, and tactics, namely, audience development, brand awareness, customer relations, online community building and digital word of mouth communications; Commercial information agency services; Business management consulting in the field of corporate governance, voting by proxy solicitation, and shareholder meeting and voting by proxy services; Business information reporting services for the financial services industry, namely, providing tax return information and payee statements to report payments, proceeds from transactions, and tax withholding

45 Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, charitable and reporting requirements for others; regulatory compliance auditing; Preparing regulatory compliance reports

42 Providing temporary use of online non-downloadable hosted software in the field of portfolio management, accounting, reporting, customer relationship management, portfolio monitoring, investor portal and investment performance calculations; software as a service (SaaS) services featuring software in the field of tax reporting and tax declaration procedures for calculating, reviewing and reporting tax payments; providing temporary use of online non-downloadable software for use as databases for the facilitation for the clearance of security trades; authentication of data in the field of financial transactions using blockchain technology; providing on-line non-downloadable software for generating cryptographic keys for receiving and spending crypto assets

Trademark Events

Mar 14, 2024

Notice Of Acceptance Of Statement Of Use E-Mailed

Mar 13, 2024

Allowed Principal Register - Sou Accepted

Mar 2, 2024

Statement Of Use Processing Complete

Feb 8, 2024

Use Amendment Filed

Mar 2, 2024

Case Assigned To Intent To Use Paralegal

Feb 8, 2024

Teas Statement Of Use Received

Aug 15, 2023

Noa E-Mailed - Sou Required From Applicant

Jun 20, 2023

Official Gazette Publication Confirmation E-Mailed

Jun 20, 2023

Published For Opposition

May 31, 2023

Notification Of Notice Of Publication E-Mailed

May 15, 2023

Approved For Pub - Principal Register

May 15, 2023

Examiner's Amendment Entered

May 15, 2023

Notification Of Examiners Amendment E-Mailed

May 15, 2023

Examiners Amendment E-Mailed

May 15, 2023

Examiners Amendment -Written

Apr 13, 2023

Assigned To Examiner

Jan 18, 2023

Automatic Update Of Assignment Of Ownership

Jul 19, 2022

New Application Office Supplied Data Entered

Jul 2, 2022

New Application Entered