on 03 Mar 2020
Last Applicant/ Owned by
521 Fifth Avenue Floor 37
New York
NY
10175
Serial Number
87890026 filed on 24th Apr 2018
Registration Number
6003195 registered on 03rd Mar 2020
Correspondent Address
Gina L. Durham, Esq.
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Computer software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Computer software for simulations and analysis of algorithmic financial planning strategies; Computer software for maintenance of personal and household financial profiles used in algorithmic financial plan Read More
Computer software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Computer software for simulations and analysis of algorithmic financial planning strategies; Computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; Computer software for maintenance of products and services financial profiles used in algorithmic financial planning; Computer software for delivering trusts and estates planning using algorithmic financial planning strategies; Computer software for delivering customized financial services, namely, customized investment management, brokerage, lending and insurance services, integrated with algorithmic financial planning strategies; Computer software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Computer software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies
10th Apr 2018
14th Jun 2018
Estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investment management, brokerage, lending and insurance services, integrated with algorithmic financial planning strategies; customized wealth management financial advice integrated with algorithmic financial planning strategies; customized money management financial advice integrated with algorithmic financial planning strategies; customized consumer financial advice integrated with algorithmic financial planning strategies
10th Apr 2018
14th Jun 2018
Software as a service (SaaS) services featuring cloud based software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for simulations and analysis of algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for maintenance of personal and household financial profiles used in algorithmic financial planning; Software as a service (SaaS) services featuring cloud based software for maintenance of products and services financial profiles used in algorithmic financial planning; Software as a service (SaaS) services featuring cloud based software for delivering trusts and estates planning using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized financial services, namely, customized investment management, brokerage, lending and insurance services, integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized wealth management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized money management financial advice integrated with algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for delivering customized consumer financial advice integrated with algorithmic financial planning strategies
10th Apr 2018
14th Jun 2018
No 87890026
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
23rd Jun 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
13th Apr 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
27th Aug 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
27th Aug 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
27th Aug 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
27th Aug 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
27th Aug 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
03rd Mar 2020 | REGISTERED-PRINCIPAL REGISTER |
28th Jan 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
26th Jan 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |