on 24 Sep 2019
Last Applicant/ Owned by
16935 W. Bernardo Dr., Suite 140
San Diego
CA
92127
Serial Number
88062914 filed on 02th Aug 2018
Registration Number
5865624 registered on 24th Sep 2019
Filing Basis
1. use application currently
Disclaimer
NO DATA
Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor lRead More
Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts
15th Nov 2017
15th Nov 2017
No 88062914
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 01st Oct 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 01st Oct 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 01st Oct 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 24th Sep 2019 | REGISTERED-PRINCIPAL REGISTER |
| 09th Jul 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 09th Jul 2019 | PUBLISHED FOR OPPOSITION |
| 19th Jun 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 03rd Jun 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 30th May 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 30th May 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
