on 24 Oct 2023
Last Applicant/ Owned by
3090 Nowitzki Way, Suite 300
Dallas
TX
75219
Serial Number
97410721 filed on 14th May 2022
Registration Number
7199173 registered on 24th Oct 2023
Correspondent Address
Cynthia B. Sanders
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Providing an online non-downloadable software platform in the nature of a PAAS for use in analyzing portfolio performance against statistically derived benchmarks, analyzing overall risk profiles utilizing scenarios and historical multi-factor analyses, diversification and allocation among various asset classes within investment portfolios, analyzing fee structures and their effect on portfolio peRead More
Providing an online non-downloadable software platform in the nature of a PAAS for use in analyzing portfolio performance against statistically derived benchmarks, analyzing overall risk profiles utilizing scenarios and historical multi-factor analyses, diversification and allocation among various asset classes within investment portfolios, analyzing fee structures and their effect on portfolio performance and of tax treatment on various assets within such portfolios, and optimization of the overall portfolio performance, and for providing qualitative analytics and insight from actual customers' and prospective customers' financial portfolios
29th Dec 2021
29th Dec 2021
No 97410721
No Service Mark
No 2954129.10
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 24th Oct 2023 | REGISTERED-PRINCIPAL REGISTER |
| 24th Oct 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 08th Aug 2023 | PUBLISHED FOR OPPOSITION |
| 08th Aug 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 19th Jul 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 05th Jul 2023 | ASSIGNED TO EXAMINER |
| 05th Jul 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 04th Jul 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 03rd Jul 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 03rd Jul 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
