on 07 Jan 2020
Last Applicant/ Owned by
22 W. WASHINGTON STREET
CHICAGO
IL
60602
Serial Number
88132822 filed on 26th Sep 2018
Registration Number
5952885 registered on 07th Jan 2020
Correspondent Address
ANDREW N. SPIVAK
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Software as a service (SAAS) services featuring software for generating risk profiles for individuals; Software as a service (SAAS) services featuring software for generating financial plans for individuals; Software as a service (SAAS) services featuring software for monitoring the implementation of financial plans for individuals and the performance of financial products, namely, investments, inRead More
Software as a service (SAAS) services featuring software for generating risk profiles for individuals; Software as a service (SAAS) services featuring software for generating financial plans for individuals; Software as a service (SAAS) services featuring software for monitoring the implementation of financial plans for individuals and the performance of financial products, namely, investments, insurance, and loans, and for providing notifications and recommendations based on an analysis of monitored implementation and performance
26th Sep 2018
22nd Apr 2019
Personalized investment counselling; personalized risk assessment services
26th Sep 2018
22nd Apr 2019
Computer software for generating risk profiles for individuals; Computer software for generating financial plans for individuals; Computer software for monitoring the implementation of financial plans for individuals, and for recommending strategies based on the risk profile of the individual
26th Sep 2018
22nd Apr 2019
No 88132822
No Service Mark
No
Yes
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 20th May 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 07th Jan 2020 | REGISTERED-PRINCIPAL REGISTER |
| 22nd Oct 2019 | PUBLISHED FOR OPPOSITION |
| 22nd Oct 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 02th Oct 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 13th Sep 2019 | ELECTRONIC RECORD REVIEW COMPLETE |
| 06th Sep 2019 | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED |
| 03rd Sep 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 30th Aug 2019 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| 29th Aug 2019 | USE AMENDMENT ACCEPTED |
