on 09 Jan 2024
Last Applicant/ Owned by
100 Quannapowitt Parkway
Wakefield
MA
01880
Serial Number
97268235 filed on 15th Feb 2022
Registration Number
7272082 registered on 09th Jan 2024
Correspondent Address
Thomas D. Bratschun
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
22nd Jun 2023
22nd Jun 2023
No 97268235
No Service Mark
No 0262.22-TM
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
09th Jan 2024 | REGISTERED-SUPPLEMENTAL REGISTER |
09th Jan 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
18th Jul 2023 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
15th Jul 2023 | USE AMENDMENT ACCEPTED |
15th Jul 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
15th Jul 2023 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
14th Jul 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
14th Jul 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
13th Jul 2023 | USE AMENDMENT FILED |
13th Jul 2023 | AMENDMENT TO USE PROCESSING COMPLETE |