on 28 Jun 2022
Last Applicant/ Owned by
335 Madison Ave, 25th floor
New York
NY
10017
Serial Number
90240872 filed on 07th Oct 2020
Registration Number
6775791 registered on 28th Jun 2022
Correspondent Address
Jessica C. Sganga
Knobbe, Martens, Olson & Bear, LLP
Knobbe Martens Olson & Bear, LLP
2040 Main Street, 14th Floor
Irvine CA 92614
Filing Basis
1. use application currently
Disclaimer
NO DATA
Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goaRead More
Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM) ; Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)
30th Nov 2019
30th Nov 2019
No 90240872
No Service Mark
No ADDET.062T
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
08th Dec 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
08th Dec 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
08th Dec 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
08th Dec 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
08th Dec 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
28th Jun 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
28th Jun 2022 | REGISTERED-PRINCIPAL REGISTER |
26th May 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
25th May 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
25th May 2022 | ASSIGNED TO EXAMINER |