Word

GEOWEALTH

Status

Pending

Status Code

630

Status Date

Friday, May 3, 2024

Serial Number

98532832

Mark Type

4

Filing Date

Friday, May 3, 2024

Trademark Owner History

GeoWealth, LLC

Classifications

36 Trading and investment services for others; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information and advice in the field of financial investments, and financial valuations; Information, advisory, consultancy and financial research services relating to finance and investments; Financial and investment portfolio analysis services; Vetting and provision of model investment portfolios; Securities trading and investing services for others via the internet; Investment portfolio management; Financial risk management consultation; Investment risk assessment services; Preparing financial reports for others for investment purposes; providing a website featuring information, news and commentary in the field of investments; advisory, information and consultancy services relating to all the aforesaid services, including such services provided on-line from a computer database or via the Internet or extranets.

35 Business consulting services related to investment management for financial advisors; Preparation of reports relating to investments for business or commercial purposes; Administration, billing, reconciliation, aggregation and rebalancing of accounts on behalf of others.

42 Providing temporary use of non-downloadable computer software, namely, an electronic asset management platform; providing temporary use of non-downloadable computer software for modeling, tracking, creating, issuing, analyzing, rebalancing and evaluating data in investment portfolios and the financial and investment industries; Platform as a Service (PaaS) featuring computer software platform that allows users to analyze, research, select and create investment portfolios; Software as a service (SAAS) services featuring software that allows users to submit trade requests, raise cash, invest cash, or liquidate a portfolio; Providing temporary use of non-downloadable computer software for investment risk assessment and asset allocation, investment proposals and summary statistics; Providing temporary use of non-downloadable computer software for managing contacts, tasks, emails, events, opportunities, and log notes; Providing temporary use of non-downloadable computer software for designing custom performance, portfolio, and transaction reports, and custom workflow requests; Providing temporary use of non-downloadable computer software for viewing aggregated and reconciled reports on financial accounts, uploading billing statements, and tax loss harvesting and tax transition services.

Trademark Events

May 3, 2024

New Application Entered