on 17 Apr 2018
Last Applicant/ Owned by
2511 NW 41st Street
Gainesville
FL
32606
Serial Number
87544900 filed on 27th Jul 2017
Registration Number
5446717 registered on 17th Apr 2018
Correspondent Address
Thomas D. Foster TDFoster - Intellectual Property Law
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Application service provider (ASP) featuring software for use as an order management application for investment advisors; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment advisors and their clients; Platform as a service (PAAS) featuring computer software platforms for use in calculating financial advRead More
Application service provider (ASP) featuring software for use as an order management application for investment advisors; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment advisors and their clients; Platform as a service (PAAS) featuring computer software platforms for use in calculating financial advisor fees, managing retirement accounts, investment data analytics, tax lot accounting and engaging in online trading
20th Aug 2008
20th Aug 2008
Financial management; Financial investment brokerage services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial consultation services, namely, providing financial analysis services to others; Advice related to investments; Investment advisory services; Registered Investment Advisor (RIA) services, namely, providing financial support services in the nature of investment account performance reports and data analysis, and financial investment portfolio rebalancing, and providing an online internet website portal for obtaining financial information, managing accounts, and conducting transactions related to investing, for use by registered investment advisors (RIAs); providing a website featuring financial information, analysis and guidance in the field of the registered investment advisor industry; Banking services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing and tax management needs; Financial portfolio analysis services; Financial portfolio management; Providing an Internet website portal for financial account management and financial transactions
31st Mar 2001
31st Mar 2001
Providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Computerized tax accounting services; Financial record-keeping for regulatory compliance purposes via the Internet
20th Aug 2008
20th Aug 2008
Downloadable software for computers and mobile applications that provides tools for obtaining financial information, managing accounts, and conducting transactions related to banking and investing for use by financial advisors and their clients
07th Dec 2012
07th Dec 2012
No 87544900
No Service Mark
No 6340.006-04
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 16th Apr 2024 | TEAS SECTION 8 & 15 RECEIVED |
| 17th Apr 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 17th Apr 2018 | REGISTERED-PRINCIPAL REGISTER |
| 30th Jan 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 30th Jan 2018 | PUBLISHED FOR OPPOSITION |
| 10th Jan 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 23rd Dec 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 22nd Dec 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 22nd Dec 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 22nd Dec 2017 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
