on 16 May 2023
Last Applicant/ Owned by
2250 Perimeter Park Dr.
Morrisville
NC
27560
Serial Number
88911701 filed on 12th May 2020
Registration Number
7055763 registered on 16th May 2023
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
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 managemen Read More
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
11th Oct 2022
11th Oct 2022
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
26th Apr 2021
26th Apr 2021
No 88911701
No Service Mark
No 706006UST
No
No
No
No
No
No
No
No
26.17.09 -
Curved line(s), band(s) or bar(s)
27.01.04 -
Letters or numerals, including punctuation, forming representations of objects, parts of objects, or maps
Status Date | Action Taken |
---|---|
16th May 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
16th May 2023 | REGISTERED-PRINCIPAL REGISTER |
12th Apr 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
11th Apr 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
27th Feb 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
27th Feb 2023 | STATEMENT OF USE PROCESSING COMPLETE |
06th Feb 2023 | USE AMENDMENT FILED |
06th Feb 2023 | TEAS STATEMENT OF USE RECEIVED |
10th Nov 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
08th Nov 2022 | SOU EXTENSION 4 GRANTED |