SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 04 Dec 2024
Last Applicant/ Owned by
335 Madison Ave, 25th floor
New York
NY
10017
Serial Number
87657657 filed on 24th Oct 2017
Registration Number
5501482 registered on 26th Jun 2018
Correspondent Address
Jessica C. Sganga
Jessica C. Sganga Knobbe, Martens, Olson & Bear, LLP
Knobbe Martens Olson & Bear, LLP
Irvine, CA 92614
United States
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
A
Providing temporary use of non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, fi Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing temporary use of non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); cloud computing featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)
First Use Date in General
31st Dec 2012
First Use Date in Commerce
31st Dec 2012
Class [009]
Computer & Software Products & Electrical & Scientific Products
Computer software for aggregating financial service and market data for use in the financial services industry; computer software for managing financial portfolios for use by financial advisers; computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; computer software for reporting portfolio analytics, financial goals, and financial objectives; computer software for client management and customer relationship management (CRM); computer software platforms for aggregating financial service and market data for use in the financial services industry
First Use Date in General
17th Feb 2012
First Use Date in Commerce
17th Feb 2012
Mark Details
Serial Number
No 87657657
Mark Type
No Service Mark
Attorney Docket Number
No ADDE.043T
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Design Code(s)
26.13.13 -
Two quadrilaterals
26.13.16 -
Quadrilaterals touching or intersecting
26.13.21 -
Quadrilaterals that are completely or partially shaded
Legal History
| Status Date | Action Taken |
|---|---|
| 04th Dec 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 04th Dec 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 04th Dec 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 25th Jun 2024 | TEAS SECTION 8 & 15 RECEIVED |
| 26th Jun 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 08th Dec 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 08th Dec 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 08th Dec 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 08th Dec 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 08th Dec 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |