on 06 Feb 2024
Last Applicant/ Owned by
5610 Ward Road, Suite 300
Arvada
CO
80002
Serial Number
97281003 filed on 23rd Feb 2022
Registration Number
7300370 registered on 06th Feb 2024
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Software as a service (SAAS) services featuring software for use by SEC registered financial planners in order to assist with operating a financial planning business, namely, for computing financial plan recommendations, preparing and tracking goals, reporting, fee calculation, process and procedure generation, client interaction, and project management, and not including use for any commercial loRead More
Software as a service (SAAS) services featuring software for use by SEC registered financial planners in order to assist with operating a financial planning business, namely, for computing financial plan recommendations, preparing and tracking goals, reporting, fee calculation, process and procedure generation, client interaction, and project management, and not including use for any commercial loan origination or loan management
13th Jul 2023
13th Jul 2023
No 97281003
No Service Mark
No
No
No
No
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No
| Status Date | Action Taken |
|---|---|
| 06th Feb 2024 | REGISTERED-PRINCIPAL REGISTER |
| 06th Feb 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 05th Jan 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 04th Jan 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 11th Dec 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| 05th Dec 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 22nd Nov 2023 | TEAS STATEMENT OF USE RECEIVED |
| 22nd Nov 2023 | USE AMENDMENT FILED |
| 04th Jul 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 09th May 2023 | PUBLISHED FOR OPPOSITION |
