accepted and acknowledged
on 22 Oct 2022
Last Applicant/ Owned by
SUITE 1616
CLEVELAN
US
44114
Serial Number
86734816 filed on 24th Aug 2015
Registration Number
5069842 registered on 25th Oct 2016
Correspondent Address
Mary Grace GallagherAlston & Bird LLP
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
inancial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided Read More
inancial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; risk assessment and allocation of assets among various investment classes; financial portfolio management and support services utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services that uniquely combine asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services utilizing a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection; financial portfolio management and support services provided through use of proprietary software, utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services provided through use of proprietary software, designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services provided through use of proprietary quantitative software that uniquely combines asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services provided through use of proprietary quantitative software following a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection
16th Mar 2016
16th Mar 2016
No 86734816
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
01st May 2024 | TEAS CHANGE O CORRESPONENCE RECEIVE |
01st May 2024 | ATTORNEY/OM.REP.REVOKE AN/OR APPOINTE |
01st May 2024 | TEAS REVOKE/APP/CHANGE AR O ATTY/OM REP RECEIVE |
10th Apr 2024 | AUTOMATIC UPATE O ASSIGNMENT O OWNERSHIP |
22nd Oct 2022 | CASE ASSIGNE TO POST REGISTRATION PARALEGAL |
22nd Oct 2022 | REGISTERE - SEC. 8 (6-YR) ACCEPTE & SEC. 15 ACK. |
22nd Oct 2022 | NOTICE O ACCEPTANCE O SEC. 8 & 15 - E-MAILE |
25th Apr 2022 | TEAS SECTION 8 & 15 RECEIVE |
25th Oct 2021 | COURTESY REMINER - SEC. 8 (6-YR) E-MAILE |
25th Oct 2016 | REGISTERE-PRINCIPAL REGISTER |