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CARTAX
SEARCHED

on 29 Oct 2024

Last Applicant/ Owned by

eShares, Inc. DBA Carta, Inc.

333 Bush StreetFloor 23, Suite 2300San Francisco, CA 94104

US

Serial Number

2093341 filed on 19th Mar 2021

Correspondent Address

128 Vine AvenueToronto

ONTARIO

CA

M6P1V7

CARTAX

Trademark usage description

downloadable computer software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in Read More

Classification Information


Class [009]
Downloadable computer software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in the fields investments and finance; Downloadable computer software for accessing, viewing, downloading, sharing, managing, and saving account data, news, research, and information in the fields of investments and finance; Downloadable computer software for communicating directly with financial services professionals; Downloadable electronic publications, namely, brochures, newsletters, reports, and instructional and teaching materials in the fields of investments and finance


Classification kind code

11

Class [035]
Tax advisory services


Classification kind code

11

Class [036]
Providing escrow agent, paying agent, and broker-dealer services to issuers of investment securities and private investors and shareholders; Financial advice; Provision of a financial exchange for the trading of securities, shares, stocks, and options and other derivative products; Financial services, namely, broker/dealer services on securities exchanges; Broker/dealer services in the fields of securities, shares, stocks, and options and other derivative products


Classification kind code

11

Class [038]
Electronic transmission for others of securities and financial information via computer linking services, namely, communicating and routing trade information involving orders, entry and execution services, to others via a global computer network


Classification kind code

11

Class [041]
Educational services, namely, providing conferences, webinars, webcasts, and seminars in the fields of investment and finances; Providing online, non-downloadable electronic publications in the nature of brochures, newsletters, reports, and instructional and teaching materials in the fields of investments and finance


Classification kind code

11

Class [042]
Providing software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in the fields investments and finance; Providing 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 investments and finance; Providing software as a service (SAAS) services featuring software for communicating directly with financial services professionals


Classification kind code

11

Class [045]
Regulatory compliance auditing; Regulatory compliance consulting in the fields of investments and finance


Classification kind code

11

Mark Details


Serial Number

2093341

Mark Type

Trademark

Legal History


Action TakenStatus
Submitted for opposition 22
on 29th Oct 2024
Search Recorded
Submitted for opposition 20
on 29th Oct 2024
Examiner's First Report
Submitted for opposition 287
on 13th May 2022
Pre-Assessment Letter Sent
Submitted for opposition 30
on 19th Mar 2021
Filed
Submitted for opposition 1
on 19th Mar 2021
Created
Submitted for opposition 31
on 19th Mar 2021
Formalized