granted
on 21 Nov 2023
Last Applicant/ Owned by
333 Bush St., Floor 23, Suite 2300
San Francisco
CA
94104
Serial Number
90201117 filed on 22nd Sep 2020
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Providing software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in the fields investments and finance; Providing software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing, and saving account data, news, research, and informatiRead More
Regulatory compliance auditing; Regulatory compliance consulting in the fields of investments and finance
Providing software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in the fields investments and finance; Providing software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing, and saving account data, news, research, and information in the fields of investments and finance; Providing software as a service (SAAS) services featuring software for communicating directly with financial services professionals
Educational services, namely, providing conferences, webinars, webcasts, and seminars in the fields of investment and finances; Providing online, non-downloadable electronic publications in the nature of brochures, newsletters, reports, and instructional and teaching materials in the fields of investments and finance
Electronic transmission for others of securities and financial information via computer linking services, namely, communicating and routing trade information involving orders, entry and execution services, to others via a global computer network
Providing escrow agent, paying agent, and broker-dealer services to issuers of investment securities and private investors and shareholders; Financial advice; Provision of a financial exchange for the trading of securities, shares, stocks, and options and other derivative products; Financial services, namely, broker/dealer services on securities exchanges; Broker/dealer services in the fields of securities, shares, stocks, and options and other derivative products
Tax advisory services
Downloadable computer software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in the fields investments and finance; Downloadable computer software for accessing, viewing, downloading, sharing, managing, and saving account data, news, research, and information in the fields of investments and finance; Downloadable computer software for communicating directly with financial services professionals; Downloadable electronic publications, namely, brochures, newsletters, reports, and instructional and teaching materials in the fields of investments and finance
No 90201117
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 22nd Nov 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 21st Nov 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 21st Nov 2023 | SOU EXTENSION 5 GRANTED |
| 10th Nov 2023 | SOU TEAS EXTENSION RECEIVED |
| 10th Nov 2023 | SOU EXTENSION 5 FILED |
| 12th May 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 10th May 2023 | SOU TEAS EXTENSION RECEIVED |
| 10th May 2023 | SOU EXTENSION 4 FILED |
| 10th May 2023 | SOU EXTENSION 4 GRANTED |
| 17th Jan 2023 | ASSIGNED TO EXAMINER |
