REGISTERED
on 24 Oct 2023
Last Applicant/ Owned by
3090 Nowitzki Way, Suite 300
Dallas
TX
75219
Serial Number
97410723 filed on 14th May 2022
Registration Number
7199174 registered on 24th Oct 2023
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
5 PILLAR ANALYSES
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 pe Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
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
First Use Date in General
27th Apr 2022
First Use Date in Commerce
13th May 2022
Mark Details
Serial Number
No 97410723
Mark Type
No Service Mark
Attorney Docket Number
No 2954129.10
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 |
|---|---|
| 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 |