NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
record initialized not assigned to examiner
on 01 Oct 2024
Last Applicant/ Owned by
Apt. 2
San Francisco
US
CA
94122
Serial Number
98781045 filed on 01st Oct 2024
Registration Number
N/A
Correspondent Address
Trevor A. Caudle, Esq.
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
BLUE GRASSHOPPER
Software as a service (SAAS) services featuring software for translating investment strategies into lists of equivalent or closely related mutual funds, ETFs, or other fund types available within 401(k)s, HSAs, or other retirement and savings accounts; Software as a service (SAAS) services featuring software for financial advisors to collaborate with clients to match investment strategies with fun Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Software as a service (SAAS) services featuring software for translating investment strategies into lists of equivalent or closely related mutual funds, ETFs, or other fund types available within 401(k)s, HSAs, or other retirement and savings accounts; Software as a service (SAAS) services featuring software for financial advisors to collaborate with clients to match investment strategies with funds available within specific account plans; Software as a service (SAAS) services featuring software for tailoring fund recommendations based on available account options and chosen strategy; Software as a service (SAAS) services featuring software for automatically helping financial advisors and clients build a diversified portfolio within account limitations (e.g., 401(k), HSA) by mapping their strategy to suitable funds; Software as a service (SAAS) services featuring software for automatically importing and translating financial strategies into available investment options in employer-sponsored plans or personal accounts
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98781045
Mark Type
No Service Mark
Attorney Docket Number
No GDECALF
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 |
|---|---|
| 01st Oct 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 01st Oct 2024 | NEW APPLICATION ENTERED |