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
Filing Basis
1. intent to use
2. intent to use current
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
N/A
N/A
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
N/A
N/A
No 90732473
No Service Mark
No 0106601-0009
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
04th May 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
03rd May 2024 | SOU EXTENSION 4 FILED |
03rd May 2024 | SOU EXTENSION 4 GRANTED |
03rd May 2024 | SOU TEAS EXTENSION RECEIVED |
03rd Nov 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
01st Nov 2023 | SOU EXTENSION 3 GRANTED |
01st Nov 2023 | SOU EXTENSION 3 FILED |
01st Nov 2023 | SOU TEAS EXTENSION RECEIVED |
05th Oct 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
05th Oct 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |