FINAL REFUSAL - MAILED
mailed
on 06 Nov 2024
Last Applicant/ Owned by
2250 Perimeter Park Dr., Suite 150
Morrisville
NC
27560
Serial Number
97781325 filed on 05th Feb 2023
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
ADMINISTRATIVE FAMILY OFFICE
Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive databa Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
First Use Date in General
15th Oct 2024
First Use Date in Commerce
15th Oct 2024
Class [009]
Computer & Software Products & Electrical & Scientific Products
Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
First Use Date in General
15th Oct 2024
First Use Date in Commerce
15th Oct 2024
Mark Details
Serial Number
No 97781325
Mark Type
No Service Mark
Attorney Docket Number
No 706010UST
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 |
|---|---|
| 12th Nov 2024 | AMENDMENT TO USE PROCESSING COMPLETE |
| 12th Nov 2024 | USE AMENDMENT FILED |
| 12th Nov 2024 | TEAS AMENDMENT OF USE RECEIVED |
| 06th Nov 2024 | FINAL REFUSAL WRITTEN |
| 06th Nov 2024 | FINAL REFUSAL E-MAILED |
| 06th Nov 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| 24th May 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 24th May 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 24th May 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 23rd Feb 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |