Word

WAVVEST

Status

Pending

Status Code

630

Status Date

Tuesday, May 28, 2024

Serial Number

98571142

Mark Type

4

Filing Date

Tuesday, May 28, 2024

Trademark Owner History

FAMILY OFFICE HOLDINGS INC.

Classifications

9 Computer software platforms, downloadable, for establishing managed personal investment accounts; Computer software platforms, downloadable, for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Downloadable computer application software for desktop computers, laptop computers, tablets, and mobile phones, namely, software for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing; Downloadable computer application software for desktop computers, laptop computers, tablets, and mobile phones, namely, software for acce ssing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Downloadable computer software for producing financial models; Downloadable computer software for the collection, editing, organizing, modifying, book marking, transmission, storage, and sharing of data and information; Downloadable computer software, namely, an electronic financial platform that accommodates multiple types of payment and debt transactions in an integrated mobile phone, PDA, and web-based environment; Downloadable computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface; Downloadable database management software for use by financial advisors

36 Advice on finance during retirement; Estate planning; Estate trust planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, strategies for wealth accumulation and management, investments, tax strategies, retirement solutions, and financial planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means in the field of management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts; Financial investment brokerage services; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Insurance consultancy; Insurance information; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products

42 Platform as a service (PAAS) featuring computer software platforms for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing a website featuring non-downloadable software using artificial intelligence for managing and monitoring personal financial and investment accounts; Providing on-line non-downloadable software for news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing on-line non-downloadable software for establishing managed personal investment accounts; Providing on-line non-downloadable software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Software as a service (SAAS) services featuring software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data

Trademark Events

May 28, 2024

New Application Entered