on 21 Mar 2023
Last Applicant/ Owned by
2250 Perimeter Park Dr.
Morrisville
NC
27560
Serial Number
88411353 filed on 01st May 2019
Registration Number
7006543 registered on 21st Mar 2023
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document managemeRead More
Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
11th Oct 2022
11th Oct 2022
No 88411353
No Service/Collective Mark
No 706003UST
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 21st Mar 2023 | REGISTERED-PRINCIPAL REGISTER |
| 21st Mar 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 14th Feb 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 13th Feb 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 09th Feb 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| 06th Feb 2023 | TEAS STATEMENT OF USE RECEIVED |
| 06th Feb 2023 | USE AMENDMENT FILED |
| 12th Oct 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 11th Oct 2022 | SOU EXTENSION 5 GRANTED |
| 06th Oct 2022 | SOU TEAS EXTENSION RECEIVED |
