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AXOS WEALTH
Live/Pending
FOURTH EXTENSION - GRANTED

granted

on 03 May 2024

Last Applicant/ Owned by

4350 LA JOLLA VILLAGE DRIVE

San Diego

US

CA

92122

Serial Number

90732473 filed on 25th May 2021

Registration Number

N/A

Correspondent Address

David M. Kramer

David M. Kramer Buchanan Ingersoll & Rooney, P.C.

Suite 300

Washington, DC 20006

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

AXOS WEALTH

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

Classification Information


Class [042]
Computer & Software Services & Scientific Services


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


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [036]
Insurance & Financial Services


banking services; checking and savings account services; bill payment services, namely, payment administration; bank card, debit card and electronic payment card services, namely, debit card transaction processing services, and automated teller machine transaction processing services; money transmission services, namely, electronic transfer of money; mortgage lending services; financing of loans; arranging and provision of loans; 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


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 90732473

Mark Type

No Service Mark

Attorney Docket Number

No 0106601-0009

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
04th May 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
03rd May 2024SOU EXTENSION 4 FILED
03rd May 2024SOU EXTENSION 4 GRANTED
03rd May 2024SOU TEAS EXTENSION RECEIVED
03rd Nov 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
01st Nov 2023SOU EXTENSION 3 GRANTED
01st Nov 2023SOU EXTENSION 3 FILED
01st Nov 2023SOU TEAS EXTENSION RECEIVED
05th Oct 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05th Oct 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED