non
on 19 Feb 2024
Last Applicant/ Owned by
1160 Battery Street East, Suite 100
San Francisco
CA
94111
Serial Number
97056424 filed on 01st Oct 2021
Registration Number
N/A
Correspondent Address
Beth A. Fulkerson
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Providing temporary use of online-only, non-downloadable software for use by consumers and other end users to select and manage investments and borrowing, namely, computer software for assessing objectives and risk tolerance, recommending personalized and customized investment portfolios, and acquiring and managing investments Financial consulting services, namely, services to assist consumers anRead More
Providing temporary use of online-only, non-downloadable software for use by consumers and other end users to select and manage investments and borrowing, namely, computer software for assessing objectives and risk tolerance, recommending personalized and customized investment portfolios, and acquiring and managing investments
21st Oct 2021
21st Oct 2021
Financial consulting services, namely, services to assist consumers and other end users to select and manage investments and borrowing, namely, providing personalized and customized financial risk assessments, investment and borrowing advice, and acquiring and managing investments
21st Oct 2021
21st Oct 2021
No 97056424
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 19th Feb 2024 | SU - NON-FINAL ACTION - WRITTEN |
| 19th Feb 2024 | NON-FINAL ACTION E-MAILED |
| 19th Feb 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 23rd Jan 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 23rd Jan 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| 04th Jan 2024 | TEAS STATEMENT OF USE RECEIVED |
| 04th Jan 2024 | USE AMENDMENT FILED |
| 06th Oct 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 04th Oct 2023 | SOU TEAS EXTENSION RECEIVED |
| 04th Oct 2023 | SOU EXTENSION 2 FILED |
