NON-FINAL ACTION - MAILED
final action
on 27 Nov 2024
Last Applicant/ Owned by
444 N. Michigan Ave., Ste. 3150
Chicago
IL
60611
Serial Number
98532832 filed on 03rd May 2024
Registration Number
N/A
Correspondent Address
Jaclyne D. Wallace
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
GEOWEALTH
Providing temporary use of non-downloadable computer software, namely, an electronic asset management platform; providing temporary use of non-downloadable computer software for modeling, tracking, creating, issuing, analyzing, rebalancing and evaluating data in investment portfolios and the financial and investment industries; Platform as a Service (PaaS) featuring computer software platform that Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing temporary use of non-downloadable computer software, namely, an electronic asset management platform; providing temporary use of non-downloadable computer software for modeling, tracking, creating, issuing, analyzing, rebalancing and evaluating data in investment portfolios and the financial and investment industries; Platform as a Service (PaaS) featuring computer software platform that allows users to analyze, research, select and create investment portfolios; Software as a service (SAAS) services featuring software that allows users to submit trade requests, raise cash, invest cash, or liquidate a portfolio; Providing temporary use of non-downloadable computer software for investment risk assessment and asset allocation, investment proposals and summary statistics; Providing temporary use of non-downloadable computer software for managing contacts, tasks, emails, events, opportunities, and log notes; Providing temporary use of non-downloadable computer software for designing custom performance, portfolio, and transaction reports, and custom workflow requests; Providing temporary use of non-downloadable computer software for viewing aggregated and reconciled reports on financial accounts, uploading billing statements, and tax loss harvesting and tax transition services.
First Use Date in General
25th Feb 2010
First Use Date in Commerce
25th Feb 2010
Class [036]
Insurance & Financial Services
Trading and investment services for others; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information and advice in the field of financial investments, and financial valuations; Information, advisory, consultancy and financial research services relating to finance and investments; Financial and investment portfolio analysis services; Vetting and provision of model investment portfolios; Securities trading and investing services for others via the internet; Investment portfolio management; Financial risk management consultation; Investment risk assessment services; Preparing financial reports for others for investment purposes; providing a website featuring information, news and commentary in the field of investments; advisory, information and consultancy services relating to all the aforesaid services, including such services provided on-line from a computer database or via the Internet or extranets.
First Use Date in General
25th Feb 2010
First Use Date in Commerce
25th Feb 2010
Class [035]
Advertising, Business & Retail Services
Business consulting services related to investment management for financial advisors; Preparation of reports relating to investments for business or commercial purposes; Administration, billing, reconciliation, aggregation and rebalancing of accounts on behalf of others.
First Use Date in General
25th Feb 2010
First Use Date in Commerce
25th Feb 2010
Mark Details
Serial Number
No 98532832
Mark Type
No Service Mark
Attorney Docket Number
No 131646-TBD
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 |
|---|---|
| 27th Nov 2024 | NON-FINAL ACTION E-MAILED |
| 27th Nov 2024 | NON-FINAL ACTION WRITTEN |
| 27th Nov 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 18th Nov 2024 | ASSIGNED TO EXAMINER |
| 30th Oct 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 03rd May 2024 | NEW APPLICATION ENTERED |