REGISTERED
on 16 Feb 2021
Last Applicant/ Owned by
245 Summer Street
Boston
MA
02210
Serial Number
88128720 filed on 24th Sep 2018
Registration Number
6273246 registered on 16th Feb 2021
Correspondent Address
Boston, MA 02210
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
FOUNDATIONAL PLANNING
software as a service (SaaS) services used to assist financial planners in providing financial advice featuring software that provides account aggregation, third party account integrations, a personalized investor portal with a global view of the investor's comprehensive financial profile, and compliance and data analytics services
Classification Information
Class [042]
Computer & Software Services & Scientific Services
software as a service (SaaS) services used to assist financial planners in providing financial advice featuring software that provides account aggregation, third party account integrations, a personalized investor portal with a global view of the investor's comprehensive financial profile, and compliance and data analytics services
First Use Date in General
28th Feb 2019
First Use Date in Commerce
28th Feb 2019
Mark Details
Serial Number
No 88128720
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 |
|---|---|
| 16th Feb 2021 | REGISTERED-PRINCIPAL REGISTER |
| 13th Jan 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 12th Jan 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 11th Jan 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| 07th Apr 2020 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 04th Apr 2020 | EXTENSION 1 GRANTED |
| 04th Apr 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 01st Apr 2020 | USE AMENDMENT FILED |
| 01st Apr 2020 | TEAS EXTENSION RECEIVED |
| 01st Apr 2020 | EXTENSION 1 FILED |