tm logo
Live/Registered
REGISTERED

on 11 Jun 2019

Last Applicant/ Owned by

100 Quannapowitt Parkway, Suite 205

Wakefield

MA

01880

Serial Number

88062520 filed on 02th Aug 2018

Registration Number

5773379 registered on 11th Jun 2019

in the Principal Register

Correspondent Address

THOMAS D. BRATSCHUN

SWANSON & BRATSCHUN, L.L.C.

8210 SOUTHPARK TERRACE

LITTLETON, CO 80120

Filing Basis

1. use application currently

Disclaimer

NO DATA

Logo Mark Trademark Information

Color is not claimed as a feature of the mark. The mark consists of the design of an incomplete circle comprised of four shaded sections in varying lengths with the design of a shaded inverted pie piece inserted into the top center all within a shaded circle border. Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and managementRead More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management


First Use Date in General

04th Jun 2018

First Use Date in Commerce

04th Jun 2018

Mark Details


Serial Number

No 88062520

Mark Type

No Service Mark

Attorney Docket Number

No 0262.09-TM

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.01.03 -

Incomplete circles (more than semi-circles)

26.01.05 -

Circles made of broken or dotted lines

26.01.12 -

Circles with bars, bands and lines

26.01.17 -

Two concentric circles

26.05.21 -

Triangles that are completely or partially shaded

Description of Design Search

The mark consists of the design of an incomplete circle comprised of four shaded sections in varying lengths with the design of a shaded inverted pie piece inserted into the top center all within a shaded circle border.

Legal History


Show more

Status DateAction Taken
11th Jun 2019REGISTERED-PRINCIPAL REGISTER
26th Mar 2019PUBLISHED FOR OPPOSITION
26th Mar 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06th Mar 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
15th Feb 2019ASSIGNED TO LIE
01st Feb 2019APPROVED FOR PUB - PRINCIPAL REGISTER
31st Jan 2019TEAS/EMAIL CORRESPONDENCE ENTERED
31st Jan 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
31st Jan 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
20th Nov 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED