on 09 Nov 2021
Last Applicant/ Owned by
SUITE 100
SAN DIEGO
US
CA
92122
Serial Number
87796848 filed on 14th Feb 2018
Registration Number
6555440 registered on 09th Nov 2021
Correspondent Address
David M. Kramer
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
software as a service (SAAS) services featuring computer software for use in on-line trading of securities, portfolio management, and investment management in the fields of finance and investments; software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis and portfolio management, monitoring, risk-appetite assessment, and re Read More
software as a service (SAAS) services featuring computer software for use in on-line trading of securities, portfolio management, and investment management in the fields of finance and investments; software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis and portfolio management, monitoring, risk-appetite assessment, and rebalancing activities, all in the fields of finance, investments, and wealth management; software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; software as a service (SAAS) services featuring software for communicating directly with financial services professionals and end-point investors
01st Oct 2018
01st Oct 2018
electronic payment card services, namely, debit card transaction processing services, and automated teller machine transaction processing services; ATM banking services; debit card transaction processing services; financial investment brokerage and financial investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, derivatives, warrants, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; providing web-based, automated and customized personal financial management services, namely, management of personal financial accounts and investments, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; online financial advisory services in the nature of automated financial robo-advisory services; online financial management services in the nature of automated robo-wealth management and portfolio management and rebalancing; end-point investor services, namely, capital investment and investment of funds; investment consultancy and management and financial portfolio management; individual retirement account services; investment consultation services in the area of investment risk assessment
01st Oct 2018
01st Oct 2018
No 87796848
No Service Mark
No 0106601-012
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
19th Oct 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
19th Oct 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
19th Oct 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
19th Oct 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
19th Oct 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
19th Oct 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
09th Nov 2021 | REGISTERED-PRINCIPAL REGISTER |
08th Oct 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
07th Oct 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
14th Sep 2021 | STATEMENT OF USE PROCESSING COMPLETE |