registration review complete
on 04 Dec 2023
Last Applicant/ Owned by
1111 Polaris Parkway
Columbus
US
OH
43240
Serial Number
97250429 filed on 02th Feb 2022
Registration Number
N/A
Correspondent Address
Edward T. White
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial auditing; Financial records management; Financial record-keeping for purposes of compliance with laws, regulations and internal guidelines; Tracking and monitoring compliance with laws, regulations and internal guidelines in the fields of finance, taxation, investing, and securities for others for business purposes; fund and portfolio accounting, business administration and reconciliatioRead More
Clearing and reconciling financial transactions via a global computer network; Computer analyses of stock exchange information; Currency trading; Currency transfer services; Electronic financial trading services; Electronic transfer of funds; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial administration of investment accounts; Financial administration of investments featuring automated trade execution, clearing and settlement services in the fields of securities, foreign exchange, money markets, futures contracts and other financial instruments; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information processing; Financial management; Financial portfolio management; Financial research and information services; Financial risk assessment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Foreign exchange transactions; Investment of funds; Providing financial information; Banking services; financial analysis and research services; financial information and advisory services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial data analysis; financial information services provided online from a computer database or a global computer network, namely, providing information in the fields of banking, investment management, wealth management, financial planning, financial asset management, and financial risk management and assessment; banking and financial services in the nature of financial information and advisory services, investment management, wealth management, financial planning, financial asset management and financial risk management, the foregoing offered via an information delivery, transaction management, and reporting platform; financial data analysis services featuring the integration, aggregation and analysis of financial data, data concerning financial assets, and financial research data, the foregoing performed by electronic means; investment risk assessment services; investment services, namely, financial information and advisory services provided for regulatory compliance purposes; investment advisory services; financial asset transfer services, namely, electronic transfer of financial assets, namely, investment funds, currencies, stocks, bonds, commodities, cash, cash equivalents, closed end funds, exchange traded funds, and administration of transfer transactions of financial investments, investment funds and monetary claims relating to real estate, art, and other private investments; providing an internet website portal featuring financial information, namely, financial advisory information, and information in the fields of investment management, wealth management, financial planning, financial asset management and financial risk management and assessment; providing digitized financial and financial investment related information for use by others; fund and portfolio financial administration services of accounts on behalf of others
08th Nov 2021
08th Nov 2021
Financial auditing; Financial records management; Financial record-keeping for purposes of compliance with laws, regulations and internal guidelines; Tracking and monitoring compliance with laws, regulations and internal guidelines in the fields of finance, taxation, investing, and securities for others for business purposes; fund and portfolio accounting, business administration and reconciliation of accounts on behalf of others; business management and administration services; tax services, namely, tax advisory services; tax and taxation planning, advice, information and consultancy services; regulatory services, namely, business consulting services in the field of regulation compliance; data processing services featuring analytics and integration of financial data for others; financial database management provided for others; accounting services, namely, financial accounting of investment accounts
08th Nov 2021
08th Nov 2021
No 97250429
No Service Mark
No 081834.0601
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 04th Jan 2024 | ASSIGNED TO EXAMINER |
| 05th Dec 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 04th Dec 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 21st Nov 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| 17th Nov 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 04th Nov 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 03rd Nov 2023 | TEAS STATEMENT OF USE RECEIVED |
| 03rd Nov 2023 | USE AMENDMENT FILED |
| 02th Nov 2023 | SOU TEAS EXTENSION RECEIVED |
| 02th Nov 2023 | SOU EXTENSION 1 FILED |
