REGISTERED
on 04 Apr 2023
Last Applicant/ Owned by
6187 Carpinteria Ave.
Carpinteria
CA
93013
Serial Number
97327211 filed on 23rd Mar 2022
Registration Number
7020977 registered on 04th Apr 2023
Correspondent Address
Kristin B. Kosinski, Esq.
Filing Basis
1. use application currently
Disclaimer
NO DATA
BENEFICIARY SUMMARY REPORT
Providing a web-based service featuring technology that enables users to organize the user's clients and prospective clients financial asset account information, including account description, name, type, balance, number, owner and beneficiary information in a consolidated, easy-to-read digital report, which can be exported in a variety of ways and can facilitate communication with their financial Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing a web-based service featuring technology that enables users to organize the user's clients and prospective clients financial asset account information, including account description, name, type, balance, number, owner and beneficiary information in a consolidated, easy-to-read digital report, which can be exported in a variety of ways and can facilitate communication with their financial advisor
First Use Date in General
01st Mar 2022
First Use Date in Commerce
01st Mar 2022
Mark Details
Serial Number
No 97327211
Mark Type
No Service Mark
Attorney Docket Number
No 22-44937
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 |
|---|---|
| 04th Apr 2023 | REGISTERED-SUPPLEMENTAL REGISTER |
| 04th Apr 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 28th Feb 2023 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 22nd Feb 2023 | ASSIGNED TO LIE |
| 03rd Feb 2023 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 02th Feb 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 01st Feb 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 01st Feb 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 16th Dec 2022 | NON-FINAL ACTION E-MAILED |
| 16th Dec 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |