on 19 Mar 2019
Last Applicant/ Owned by
100 Quannapowitt Parkway, Suite 205
Wakefield
MA
01880
Serial Number
88062525 filed on 02th Aug 2018
Registration Number
5702363 registered on 19th Mar 2019
Correspondent Address
THOMAS D. BRATSCHUN
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distriRead More
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management
31st Dec 2005
31st Dec 2005
No 88062525
No Service Mark
No 0262.12-TM
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 19th Mar 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 19th Mar 2019 | REGISTERED-PRINCIPAL REGISTER |
| 01st Jan 2019 | PUBLISHED FOR OPPOSITION |
| 01st Jan 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 12th Dec 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 20th Nov 2018 | ASSIGNED TO EXAMINER |
| 20th Nov 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 08th Aug 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 06th Aug 2018 | NEW APPLICATION ENTERED |
