tm logo
ADVISORDESK
Live/Registered
REGISTERED AND RENEWED

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

in the Principal Register

Correspondent Address

Joan Optican Herman

Joan Optican Herman

10801 Mastin Blvd., Suite 1000

OVERLAND PARK, KS, 66210-1697

Filing Basis

1. use application currently

Disclaimer

NO DATA

ADVISORDESK

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

Classification Information


Class [042]
Computer & Software Services & Scientific Services


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


First Use Date in General

31st Dec 2008

First Use Date in Commerce

31st Dec 2008

Mark Details


Serial Number

No 85327740

Mark Type

No Service Mark

Attorney Docket Number

No 43052-US

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


Show more

Status DateAction Taken
14th Mar 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
14th Mar 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
14th Mar 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
14th Mar 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
27th Oct 2021TEAS SECTION 8 & 9 RECEIVED
03rd Jan 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
18th Jan 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
18th Jan 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
17th Jan 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
11th Jan 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL