granted
on 13 Feb 2024
Last Applicant/ Owned by
60-68 Wimbledon Hill Road
London
GB
SW197PA
Serial Number
90358921 filed on 04th Dec 2020
Registration Number
N/A
Correspondent Address
Michele M. Glessner
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
"PERSONAL FINANCE PORTAL"
Providing temporary use of a web-based software application for assisting financial advisors in providing investment management and financial advice and services to their clients; providing temporary use of a web-based software application for financial advisers to assist with client relationship management, financial planning, client reporting, portfolio valuation and provision of advisor-led autRead More
Providing temporary use of a web-based software application for assisting financial advisors in providing investment management and financial advice and services to their clients; providing temporary use of a web-based software application for financial advisers to assist with client relationship management, financial planning, client reporting, portfolio valuation and provision of advisor-led automated advice
Providing information, commentary and advice in the field of financial investments
No 90358921
No Service Mark
No 42307/696418
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 14th Feb 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 13th Feb 2024 | SOU TEAS EXTENSION RECEIVED |
| 13th Feb 2024 | SOU EXTENSION 5 FILED |
| 13th Feb 2024 | SOU EXTENSION 5 GRANTED |
| 18th Jul 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 14th Jul 2023 | SOU TEAS EXTENSION RECEIVED |
| 14th Jul 2023 | SOU EXTENSION 4 FILED |
| 14th Jul 2023 | SOU EXTENSION 4 GRANTED |
| 21st Feb 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 17th Feb 2023 | SOU TEAS EXTENSION RECEIVED |
