on 24 Nov 2020
Last Applicant/ Owned by
SUITE 900
OAKLAND
CA
946073637
Serial Number
88694996 filed on 15th Nov 2019
Registration Number
6203709 registered on 24th Nov 2020
Correspondent Address
Austin Padgett, Esq.
Filing Basis
1. use application currently
Disclaimer
NO DATA
Providing online non-downloadable software for providing a platform to enable users to access, manage and administer nontraditional and alternative investments for self-directed, tax-deferred and tax-free investment plans, accounts and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and Read More
Providing online non-downloadable software for providing a platform to enable users to access, manage and administer nontraditional and alternative investments for self-directed, tax-deferred and tax-free investment plans, accounts and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals via a secure online portal; Providing a secure online portal featuring temporary use of online non-downloadable software enabling users to invest in nontraditional and alternative investments for self-directed, tax-deferred and tax-free investment plans, accounts and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals; Providing temporary use of an online non-downloadable computer software platform featuring account administration tools that enables users to access, open, review and manage nontraditional and alternative investments, including electronic forms and instructions for accessing, opening, reviewing and managing self-directed, tax-deferred and tax-free investment plans, accounts and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals via a secure online portal; Providing online non-downloadable software featuring a secure online portal to enable users to initiate, manage and administer investments and financial transactions in connection with nontraditional and alternative investments for self-directed, tax-deferred and tax-free investment plans, accounts and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals; Providing a secure online portal featuring temporary use of online non-downloadable software that enables users to manage and administer financial transactions in connection with nontraditional and alternative investments for self-directed, tax-deferred and tax-free investment plans, accounts and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals; Providing a secure online portal featuring temporary use of online non-downloadable software that enables users to view investment opportunities, and administer financial transactions in connection with investing in or selling assets held in self-directed, tax-deferred and tax-free investment plans, accounts and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals; Software as a service (SAAS) featuring online non-downloadable software to provide a secure online portal to enable users to sell assets in connection with nontraditional and alternative investments for self-directed, tax-deferred and tax-free investment plans, accounts and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals; Computer services, namely, providing an online virtual environment via a secure online portal for users to conduct and manage financial transactions and direct the transfer and receipt of funds and assets held in self-directed, tax-deferred and tax-free investment plans, accounts and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals; Providing a secure online portal featuring temporary use of online non-downloadable software for users to communicate and participate in financial transactions in connection with nontraditional and alternative investments for self-directed, tax-deferred and tax-free investment plans, accounts and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals; Providing a website featuring a secure online portal featuring temporary use of online non-downloadable software that enables users to invest in, purchase, sell and advertise investment opportunities in connection with nontraditional and alternative investments for self-directed, tax-deferred and tax-free investment plans, accounts and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals
31st Dec 2018
31st Dec 2018
No 88694996
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
21st Nov 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
21st Nov 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
21st Nov 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
21st Nov 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
21st Nov 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
01st Feb 2021 | REVIEW OF CORRESPONDENCE COMPLETE - SEE NOTE TO FILE |
26th Jan 2021 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
25th Jan 2021 | POST REGISTRATION ACTION MAILED - SEC. 7 |
25th Jan 2021 | CORRECTION UNDER SECTION 7 ¿ PROCESSED |
25th Jan 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |