on 23 Mar 2021
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
88951093 filed on 05th Jun 2020
Registration Number
6298496 registered on 23rd Mar 2021
Correspondent Address
Sharoni S. Finkelstein
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"INVESTING"
Providing financial portfolio management and counseling services to help professional investment advisors build portfolios and to facilitate discussions between advisors and investors on how portfolios will perform across a range of market conditions; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global compuRead More
Providing financial portfolio management and counseling services to help professional investment advisors build portfolios and to facilitate discussions between advisors and investors on how portfolios will perform across a range of market conditions; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network
14th Mar 2016
14th Mar 2016
Providing online non-downloadable software for financial portfolio analysis; providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients
14th Mar 2016
14th Mar 2016
No 88951093
No Service Mark
No 132926398124
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 23rd Mar 2021 | REGISTERED-PRINCIPAL REGISTER |
| 23rd Feb 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 23rd Feb 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 23rd Feb 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 23rd Feb 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 23rd Feb 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 23rd Feb 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 05th Jan 2021 | PUBLISHED FOR OPPOSITION |
| 05th Jan 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 16th Dec 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
