on 14 Mar 2022
Last Applicant/ Owned by
800 E. 101ST TERRACE, SUITE 300
KANSAS CITY
US
MO
64131
Serial Number
85327740 filed on 23rd May 2011
Registration Number
4079973 registered on 03rd Jan 2012
Correspondent Address
Joan Optican Herman
Filing Basis
1. use application currently
Disclaimer
NO DATA
Providing on-line non-downloadable software and providing Internet accessible software application platforms for use by investment managers for establishing and managing investment and/or trust accounts, namely account creation, asset management, investment portfolio management, investment portfolio rebalancing, securities trading and trade order management, tax lot asset accounting, principal and Read More
Providing on-line non-downloadable software and providing Internet accessible software application platforms for use by investment managers for establishing and managing investment and/or trust accounts, namely account creation, asset management, investment portfolio management, investment portfolio rebalancing, securities trading and trade order management, tax lot asset accounting, principal and income cash trust accounting, trust statement reporting, investment performance reporting, client reporting, regulatory reporting, funds transfer and distribution management, client relationship management and data and functional interfaces and integration with external third party applications
31st Dec 2008
31st Dec 2008
No 85327740
No Service Mark
No 43052-US
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
14th Mar 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
14th Mar 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
14th Mar 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
14th Mar 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
27th Oct 2021 | TEAS SECTION 8 & 9 RECEIVED |
03rd Jan 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
18th Jan 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
18th Jan 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
17th Jan 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
11th Jan 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |