on 27 Feb 2024
Last Applicant/ Owned by
3519 Silverside Road
Wilmington
DE
19810
Serial Number
90980720 filed on 30th Jun 2021
Registration Number
7316802 registered on 27th Feb 2024
Correspondent Address
Kristin H. Altoff
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial services, namely, financial information, financial management, investment management services, and retirement planning for reporting, and management of information; Providing temporary use of online, non-downloadable interactive software that features nRead More
Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial services, namely, financial information, financial management, investment management services, and retirement planning for reporting, and management of information; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; Providing temporary use of online non-downloadable interactive financial planning and investment software; Providing temporary use of online non-downloadable computer software for analyzing financial and investment information and for managing financial and investment information and portfolios; Providing temporary use of on-line non-downloadable Computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Providing temporary use of on-line non-downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities
15th Nov 2021
15th Nov 2021
Asset allocation services in the nature of financial asset management; Financial advisory services in the nature of financial advisory and consultancy services; Financial analysis and financial consulting services in the nature of financial advice and consultancy services; Financial information and advisory services; Financial management services; Financial planning and investment advisory services; Financial planning services, namely, offering an integrated system providing fiscal assessment, evaluation, and monitoring; Financial portfolio management and analysis; Fixed income, mutual fund and equity trading services for others in the nature of electronic financial trading services; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Mutual fund brokerage; Mutual fund and securities investment services in the nature of mutual funds and capital investment and securities trading and investing services for others via the internet; Providing financial information; Providing financial information via a web site; Providing an interactive website featuring online financial advice and investment management services; Trust administration services in the nature of financial trust administration; Financial services, namely, wealth management services
15th Nov 2021
15th Nov 2021
No 90980720
No Service Mark
No 008333-0671
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 27th Feb 2024 | REGISTERED-PRINCIPAL REGISTER |
| 27th Feb 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 25th Jan 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 24th Jan 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 10th Jan 2024 | SU - NON-FINAL ACTION - WRITTEN |
| 10th Jan 2024 | NON-FINAL ACTION E-MAILED |
| 10th Jan 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 20th Dec 2023 | DIVISIONAL PROCESSING COMPLETE |
| 20th Dec 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| 13th Dec 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
