NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
record initialized not assigned to examiner
on 25 Jan 2024
Last Applicant/ Owned by
6725 Via Austi Parkway, Suite 260
Las Vegas
NV
89119
Serial Number
98375966 filed on 25th Jan 2024
Registration Number
N/A
Correspondent Address
Perry J. Viscounty LATHAM & WATKINS LLP
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
BOARDINGPASS
Providing interactive financial and investment advice, consultation and information via computer networks; Platform as a Service (PaaS) featuring computer software platforms for use by financial advisors, wealth management firms, institutional investment advisory firms and service providers to retirement plans and retirement plan sponsors in connection with the investment contracting process and i Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing interactive financial and investment advice, consultation and information via computer networks; Platform as a Service (PaaS) featuring computer software platforms for use by financial advisors, wealth management firms, institutional investment advisory firms and service providers to retirement plans and retirement plan sponsors in connection with the investment contracting process and information collection process in collective investment trusts (CITs); platform as a Service (PaaS) featuring computer software platforms for the opening of accounts for and administration of investments in collective investment trusts (CITs) and retirement fund participation agreements; Platform as a Service (PaaS) featuring computer software platforms for the streamlining of the information-collection process for retirement plan account opening and fund selection; Platform as a Service (PaaS) featuring computer software platforms for the approval of fund requests for use in connection with collective investment trusts (CITs); Platform as a Service (PaaS) featuring computer software platforms for the collecting, filtering, organization, retrieval, recording, sharing, sorting, storage and tracking of documents and data in connection with collective investment trusts (CITs) and retirement plans; Digitization of documents; Platform as a Service (PaaS) featuring computer software platforms for the automation, digitization, centralization, organization, and tracking of documents and data in connection with collective investment trusts (CITs) and retirement plans; Providing online, non-downloadable software, namely, an algorithm-assisted platform with integrated software for the management and administration of collective investment trusts (CITs) and retirement plans
First Use Date in General
13th Sep 2022
First Use Date in Commerce
13th Sep 2022
Class [036]
Insurance & Financial Services
Financial advice; Financial advisory and consultancy services; Financial consultancy; Financial information and evaluations; Investment advisory services; Trustee services; Financial trust administration; Fiduciary services; Financial asset management; Financial research; Financial planning for retirement; Financial data analysis; Administration of collective investment funds (CITs); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Evaluation of financial data; Trust services, namely, investment and trust administration and advisory services; Financial trust operations
First Use Date in General
13th Sep 2022
First Use Date in Commerce
28th Apr 2023
Class [035]
Advertising, Business & Retail Services
Systematization of data in computer databases; Analyzing and compiling data regarding the beneficial owners of, investments in, and services provided to financial accounts, collective investment funds, trust accounts, and retirement accounts; Electronic data collection of financial information for business purposes; Data management services for use in the administration of financial accounts, collective investment funds, trust accounts, and retirement accounts; Collection and analysis of quality metric data for financial services providers, fiduciaries, and administrators of collective investment funds, trust accounts, and retirement accounts, for business purposes; Analyzing and compiling business and financial data for business purposes; Business consulting services; Business advisory services
First Use Date in General
30th Nov 2022
First Use Date in Commerce
28th Apr 2023
Mark Details
Serial Number
No 98375966
Mark Type
No Service Mark
Attorney Docket Number
No 066765-0000
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 25th Jan 2024 | NEW APPLICATION ENTERED |