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Live/Pending
NEW APPLICATION - ASSIGNED TO EXAMINER

assigned to examiner

on 29 Apr 2024

Last Applicant/ Owned by

1762 Nancy Creek Bluff NW

Atlanta

US

30327

Serial Number

98155250 filed on 29th Aug 2023

Registration Number

N/A

Correspondent Address

JOEL R. ELMAN

3333 PIEMONT ROA NE, SUITE 2500

ATLANTA,GA

30305

UNITE STATES

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

INCOME OPTIMIZE UNITS

Software as a service (SAAS) services featuring software using artificial intelligence for providing real-time, integrated business management intelligence and producing financial models; Providing temporary use of online non-downloadable computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and inRead More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Software as a service (SAAS) services featuring software using artificial intelligence for providing real-time, integrated business management intelligence and producing financial models; Providing temporary use of online non-downloadable computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; Providing temporary use of online non-downloadable computer software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning; Providing temporary use of online non-downloadable computer software to search and display information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange, insurance contracts, and pooled investment vehicles

Class [036]
Insurance & Financial Services


inancial consulting services, namely, expert analysis in finance; Investment management; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information in the field of finance; Providing information in the field of finance via a website; inancial services, namely, asset and investment management services; Real estate investment services; inancial investment in the field of real estate; inancial services, namely, investment management services for portfolios of middle-market loans; inancial services, namely, investment advisory and investment management services for pooled investment vehicles, private investment funds, and investment accounts; inancial services, namely, investment management of collateralized loan obligations, hedge funds and pooled investment vehicles; inancial services, namely, management and operation of investment funds including investments in the fields of real estate, real estate related debt or equity securities, mortgages or other real estate related securities; inancial services, namely, management and operation of investment funds including investments in the fields of directly originated loans, secured floating and fixed rate syndicated loans, corporate bonds, and other types of credit instruments; inancial services, namely, management and operation of investment funds including debt investments that are unrated or below investment grade; inancial services, namely, management and operation of investment funds including investments into interest rate, foreign exchange or other derivative agreements to hedge interest rate, currency, credit or other risks

Mark Details


Serial Number

No 98155250

Mark Type

No Service Mark

Attorney Docket Number

No 218900010100

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
29th Apr 2024ASSIGNE TO EXAMINER
26th Sep 2023NEW APPLICATION OICE SUPPLIE ATA ENTERE
01st Sep 2023NEW APPLICATION ENTERE