Word

ADMINISTRATIVE FAMILY OFFICE

Status

Pending

Status Code

641

Status Date

Friday, November 24, 2023

Serial Number

97781325

Mark Type

4000

Filing Date

Sunday, February 5, 2023

Trademark Owner History

Eton Solutions, L.P.

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 23, 2024

Application Extension Granted/Receipt Provided

Feb 23, 2024

Application Extension To Response Period - 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