accepted
on 19 Nov 2020
Last Applicant/ Owned by
100 Quannapowitt Parkway, Suite 205
Wakefield
MA
01880
Serial Number
86399939 filed on 19th Sep 2014
Registration Number
4792228 registered on 11th Aug 2015
Filing Basis
1. use application currently
Disclaimer
"WEALTH MANAGEMENT"
"WEALTH MANAGEMENT" Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account Read More
Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account billing, receivables tracking, revenue distribution and reporting, financial trading and stock borrowing compliance, margin and document management
31st Mar 2011
31st Mar 2011
No 86399939
No Service Mark
No 0262.02-TM
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 19th Nov 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 19th Nov 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| 19th Nov 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 08th Sep 2020 | TEAS SECTION 8 RECEIVED |
| 11th Aug 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 11th Aug 2015 | REGISTERED-SUPPLEMENTAL REGISTER |
| 03rd Jul 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 01st Jul 2015 | ASSIGNED TO LIE |
| 15th Jun 2015 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 15th Jun 2015 | EXAMINER'S AMENDMENT ENTERED |
