on 02 Jul 2024
Last Applicant/ Owned by
1001 Brickell Bay Dr.
Miami
FL
33131
Serial Number
97812732 filed on 27th Feb 2023
Registration Number
7435028 registered on 02th Jul 2024
Correspondent Address
Augusto Perera, Esq.
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies; Read More
Providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies; Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning; Providing online non-downloadable software for financial portfolio analysis; providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients
01st May 2024
01st May 2024
No 97812732
No Service Mark
No 220337
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
02th Jul 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
02th Jul 2024 | REGISTERED-SUPPLEMENTAL REGISTER |
29th May 2024 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
28th May 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
28th May 2024 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
28th May 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
28th May 2024 | USE AMENDMENT ACCEPTED |
24th May 2024 | AMENDMENT TO USE PROCESSING COMPLETE |
24th May 2024 | USE AMENDMENT FILED |
24th May 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |