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HYBRID WEALTH ADVISOR
Dead/Abandoned
ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE

failure to respond or late response

on 25 Oct 2022

Last Applicant/ Owned by

2015 Main Street #2

Vancouver, BC

CA

V5T 3C2

Serial Number

88409336 filed on 30th Apr 2019

Registration Number

N/A

Correspondent Address

Rochelle D. Alpert

Morgan, Lewis & Bockius LLP

One Market, Spear St. Tower 5th Fl., One

Morgan Lewis

San Francisco, CA 94105

Filing Basis

1. intent to use

Disclaimer

NO DATA

HYBRID WEALTH ADVISOR

Software-as-a-service (SAAS) services featuring software for monitoring, aggregating, analyzing and transmitting financial information in the field of wealth management; Software design services for others; Software customization services for others; Software integration services, namely, integrating, automating and synchronising wealth management systems and wealth data sources for consolidation Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Software-as-a-service (SAAS) services featuring software for monitoring, aggregating, analyzing and transmitting financial information in the field of wealth management; Software design services for others; Software customization services for others; Software integration services, namely, integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data

Class [009]
Computer & Software Products & Electrical & Scientific Products


Downloadable computer software in the field of wealth management, namely, applications for smartphones, tablets and computers for authorizing access to databases, monitoring and analyzing financial and asset accounts and portfolios and for transmitting data and information between wealth advisors and clients; Downloadable enterprise software for database management in the fields of wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence; Downloadable integration software to integrate different wealth management applications and data sources with each other to consolidate data and format data for consolidated presentation of data in the field of wealth management; Downloadable business intelligence software to aggregate, analyse and visualize data for client intelligence in the field of wealth management

Mark Details


Serial Number

No 88409336

Mark Type

No Service Mark

Attorney Docket Number

No 124435.2000

44D Filed

Yes

44D Current

Yes

44E filed

No

44E Current

Yes

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
25th Oct 2022ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
25th Oct 2022ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
08th Apr 2022PRIORITY ACTION WRITTEN
08th Apr 2022PRIORITY ACTION E-MAILED
08th Apr 2022NOTIFICATION OF PRIORITY ACTION E-MAILED
08th Mar 2022EXAMINER'S AMENDMENT ENTERED
07th Mar 2022EXAMINERS AMENDMENT -WRITTEN
07th Mar 2022EXAMINERS AMENDMENT E-MAILED
07th Mar 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
27th Jan 2022CORRESPONDENCE RECEIVED IN LAW OFFICE