REGISTERED
on 25 Oct 2022
Last Applicant/ Owned by
1903 Ascension Blvd.
Arlington
TX
76006
Serial Number
90323821 filed on 17th Nov 2020
Registration Number
6882302 registered on 25th Oct 2022
Filing Basis
1. use application currently
Disclaimer
NO DATA
1R FIRST RATE
Financial services, namely, providing an Internet website wealth management portal for the rendering of financial services for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other Read More
Classification Information
Class [036]
Insurance & Financial Services
Financial services, namely, providing an Internet website wealth management portal for the rendering of financial services for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes
First Use Date in General
01st Jan 2017
First Use Date in Commerce
01st Jan 2017
Class [042]
Computer & Software Services & Scientific Services
Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software and data management consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector
First Use Date in General
01st Jan 2017
First Use Date in Commerce
01st Jan 2017
Mark Details
Serial Number
No 90323821
Mark Type
No Service Mark
Attorney Docket Number
No 144880062001
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 25th Oct 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 25th Oct 2022 | REGISTERED-PRINCIPAL REGISTER |
| 09th Aug 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 09th Aug 2022 | PUBLISHED FOR OPPOSITION |
| 20th Jul 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 05th Jul 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 30th Jun 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 30th Jun 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 30th Jun 2022 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 27th Jun 2022 | NOTIFICATION OF SUBSEQUENT FINAL EMAILED |