on 04 Apr 2023
Last Applicant/ Owned by
3000 Schwab Way
Westlake
TX
76262
Serial Number
97522813 filed on 27th Jul 2022
Registration Number
7018998 registered on 04th Apr 2023
Correspondent Address
Louise Arnott
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Providing online non-downloadable software for financial management, namely, cash management, tax loss harvesting, and rebalancing across accounts, and within accounts; software as a service (SAAS) featuring software for financial management, namely, cash management, tax loss harvesting, and rebalancing across accounts, and within accounts
Providing online non-downloadable software for financial management, namely, cash management, tax loss harvesting, and rebalancing across accounts, and within accounts; software as a service (SAAS) featuring software for financial management, namely, cash management, tax loss harvesting, and rebalancing across accounts, and within accounts
31st May 2014
31st May 2014
No 97522813
No Service Mark
No 888677-0043
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 07th Dec 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 07th Dec 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 07th Dec 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 07th Dec 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 07th Dec 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 04th Apr 2023 | REGISTERED-PRINCIPAL REGISTER |
| 04th Apr 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 27th Jan 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 27th Jan 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 27th Jan 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
