REGISTERED
on 31 Jul 2018
Last Applicant/ Owned by
16935 W. Bernardo Dr., Suite 140
San Diego
CA
92127
Serial Number
87666940 filed on 31st Oct 2017
Registration Number
5528522 registered on 31st Jul 2018
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
CHALICE: THE HOLY GRAIL FOR WEALTH ADVISORS
Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor l Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts
First Use Date in General
30th Jun 2017
First Use Date in Commerce
30th Jun 2017
Mark Details
Serial Number
No 87666940
Mark Type
No Service Mark
Attorney Docket Number
No
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 |
|---|---|
| 31st Jul 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 01st Oct 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 01st Oct 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 01st Oct 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 20th May 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 20th May 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 31st Jul 2018 | REGISTERED-PRINCIPAL REGISTER |
| 15th May 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 15th May 2018 | PUBLISHED FOR OPPOSITION |
| 25th Apr 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |