on 12 Mar 2024
Last Applicant/ Owned by
2250 Perimeter Park Dr.
Morrisville
NC
27560
Serial Number
90761107 filed on 08th Jun 2021
Registration Number
7328010 registered on 12th Mar 2024
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
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 featuring functions for doc Read More
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 featuring functions for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, and data aggregation, with integrated reconciliation and verification, utilizing a single integrated database
11th Oct 2022
11th Oct 2022
No 90761107
No Service/Collective Mark
No 706002UST1
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
12th Mar 2024 | REGISTERED-PRINCIPAL REGISTER |
12th Mar 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
03rd Feb 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
02th Feb 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
01st Feb 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
01st Feb 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
01st Feb 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
22nd Nov 2023 | SU - NON-FINAL ACTION - WRITTEN |
22nd Nov 2023 | NON-FINAL ACTION E-MAILED |
22nd Nov 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |