Trademark: 97781324
Word
AFO
Status
Pending
Status Code
661
Status Date
Monday, February 26, 2024
Serial Number
97781324
Mark Type
4000
Filing Date
Sunday, February 5, 2023

Trademark Owner History

Classifications
9 Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
42 Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database

Trademark Events
Feb 26, 2024
Teas/Email Correspondence Entered
Feb 26, 2024
Correspondence Received In Law Office
Feb 26, 2024
Teas Response To Office Action Received
Nov 24, 2023
Notification Of Non-Final Action E-Mailed
Nov 24, 2023
Non-Final Action E-Mailed
Nov 24, 2023
Non-Final Action Written
Nov 2, 2023
Assigned To Examiner
Feb 23, 2023
New Application Office Supplied Data Entered
Feb 8, 2023
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24