on 01 Oct 2019
Last Applicant/ Owned by
80 Lamberton Road
Windsor
CT
06095
Serial Number
87553531 filed on 02th Aug 2017
Registration Number
5874811 registered on 01st Oct 2019
Correspondent Address
Michael D. Lazzara
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Computer software, namely, software for financial portfolio management, rebalancing portfolio construction, investment research, portfolio analytics and decision support, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, financial instruments trading compliance, and calculation Read More
Computer software, namely, software for financial portfolio management, rebalancing portfolio construction, investment research, portfolio analytics and decision support, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, financial instruments trading compliance, and calculation of fees
31st Aug 2017
31st Aug 2017
Software as a service (SaaS) featuring software in the field of financial portfolio management, rebalancing portfolio construction, investment research, portfolio analytics and decision support, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, financial instruments trading compliance, and calculation of fees
31st Aug 2017
31st Aug 2017
No 87553531
No Service Mark
No SSC-14
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 02th Jun 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 02th Jun 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 02th Jun 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 02th Jun 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 02th Jun 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 02th Jun 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 01st Oct 2019 | REGISTERED-PRINCIPAL REGISTER |
| 27th Aug 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 26th Aug 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 22nd Aug 2019 | STATEMENT OF USE PROCESSING COMPLETE |
