on 05 Dec 2023
Last Applicant/ Owned by
100 Quannapowitt Parkway
Wakefield
MA
01880
Serial Number
97268235 filed on 15th Feb 2022
Registration Number
N/A
Correspondent Address
Thomas D. Bratschun
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
22nd Jun 2023
22nd Jun 2023
No 97268235
No Service Mark
No 0262.22-TM
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 18th Jul 2023 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| 15th Jul 2023 | USE AMENDMENT ACCEPTED |
| 15th Jul 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 15th Jul 2023 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 14th Jul 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 14th Jul 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 13th Jul 2023 | USE AMENDMENT FILED |
| 13th Jul 2023 | AMENDMENT TO USE PROCESSING COMPLETE |
| 12th Jul 2023 | TEAS AMENDMENT OF USE RECEIVED |
| 11th Jun 2023 | FINAL REFUSAL WRITTEN |
