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INVESTOS
Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 29 Sep 2023

Last Applicant/ Owned by

Port Moody

British Columbia

CA

V3H5K3

Serial Number

98198404 filed on 26th Sep 2023

Registration Number

N/A

Correspondent Address

TREVOR A. CAUDLE, ESQ.

TREVOR CAUDLE LAW PRACTICE, PC

350 BAY STREET, #100-363

SAN FRANCISCO, CA 94133

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

INVESTOS

Financial risk management consultancy; financial investment analysis; Financial asset evaluation; Providing financial information via electronic means; Financial information and advisory services; Financial information in the field of finance, markets, news and analytics; Investment risk assessment services and reports associated therewith; Financial consultancy in connection with the aforesaid seRead More

Classification Information


Class [041]
Education and Entertainment Services


Online journals, namely, blogs featuring information in the fields of financial services and investment and associated software


First Use Date in General

23rd Apr 2023

First Use Date in Commerce

23rd Apr 2023

Class [036]
Insurance & Financial Services


Financial risk management consultancy; financial investment analysis; Financial asset evaluation; Providing financial information via electronic means; Financial information and advisory services; Financial information in the field of finance, markets, news and analytics; Investment risk assessment services and reports associated therewith; Financial consultancy in connection with the aforesaid services


First Use Date in General

23rd Jun 2023

First Use Date in Commerce

23rd Jun 2023

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


Computer software, namely, a collection of financial software modules containing investment logic for (a) financial portfolio construction, optimization, and rebalancing, (b) research analytics, (c) performance analytics, back-testing, and attribution, and (d) risk analytics; Computer software platforms for use by asset managers and financial institutions for (a) constructing, optimizing, and rebalancing investment portfolios, (b) performing and consuming financial investment portfolio analytics, (c) back-testing and associated performance analytics of financial investment portfolios, (d) portfolio performance attribution, and (e) risk analytics; Computer software platforms for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management, financial regulatory reporting, portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction


First Use Date in General

23rd Jun 2023

First Use Date in Commerce

23rd Jun 2023

Specimens


INVESTOS specimen

Mark Details


Serial Number

No 98198404

Mark Type

No Service Mark

Attorney Docket Number

No GVAIDYANATHA

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
11th Oct 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
29th Sep 2023NEW APPLICATION ENTERED