REGISTERED
on 17 Dec 2024
Last Applicant/ Owned by
6965 El Camino Real Ste 105-485
Carlsbad
CA
92009
Serial Number
90712316 filed on 14th May 2021
Registration Number
7614171 registered on 17th Dec 2024
Correspondent Address
Myra Dioquino
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
ASSETS UNDER INTELLIGENCE
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 Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
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)
First Use Date in General
21st Sep 2022
First Use Date in Commerce
21st Sep 2022
Mark Details
Serial Number
No 90712316
Mark Type
No Service Mark
Attorney Docket Number
No
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 |
|---|---|
| 17th Dec 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 17th Dec 2024 | REGISTERED-PRINCIPAL REGISTER |
| 22nd Oct 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 22nd Oct 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 17th Sep 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 17th Sep 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| 15th Jul 2024 | TEAS STATEMENT OF USE RECEIVED |
| 15th Jul 2024 | USE AMENDMENT FILED |
| 31st Jan 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 29th Jan 2024 | SOU EXTENSION 4 GRANTED |