on 17 Mar 2020
Last Applicant/ Owned by
5915 Farrington Road
Chapel Hill
NC
275179900
Serial Number
88411337 filed on 01st May 2019
Registration Number
6011701 registered on 17th Mar 2020
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive databa Read More
Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
31st May 2017
31st May 2017
[ Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; ] Downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including downloadable computer software for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
31st May 2017
31st May 2017
No 88411337
No Service Mark
No 706002UST
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
06th Nov 2021 | CORRECTION UNDER SECTION 7 - PROCESSED |
04th Nov 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
10th Jun 2021 | TEAS SECTION 7 REQUEST RECEIVED |
17th Mar 2020 | REGISTERED-PRINCIPAL REGISTER |
31st Dec 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
31st Dec 2019 | PUBLISHED FOR OPPOSITION |
11th Dec 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
20th Nov 2019 | ASSIGNED TO LIE |
18th Nov 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
15th Nov 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |