on 28 Apr 2020
Last Applicant/ Owned by
212 Warren Street
New York
NY
10282
Serial Number
88215068 filed on 03rd Dec 2018
Registration Number
6043461 registered on 28th Apr 2020
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Providing a website featuring technology and online, nondownloadable software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, sRead More
Providing a website featuring technology and online, nondownloadable software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services; providing online, non-downloadable mobile application software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services
01st Dec 2019
01st Dec 2019
Downloadable mobile application that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services
01st Dec 2019
01st Dec 2019
No 88215068
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 22nd Dec 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 22nd Dec 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 22nd Dec 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 22nd Dec 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 22nd Dec 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 28th Apr 2020 | REGISTERED-PRINCIPAL REGISTER |
| 26th Mar 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 25th Mar 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 20th Mar 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 20th Mar 2020 | STATEMENT OF USE PROCESSING COMPLETE |
