REGISTERED
on 25 Jun 2024
Last Applicant/ Owned by
340 Longfellow Drive
Wheaton
IL
60189
Serial Number
97499289 filed on 12th Jul 2022
Registration Number
7430035 registered on 25th Jun 2024
Correspondent Address
Hillary E. Maynard
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
HALO
Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to track, monitor, and manage investment portfolios; Platform as a Service (PaaS) featuring computer software platform for investment portfolio selection, construction, monitoring, reporting, and management; Platform as a Service (PaaS) featuring computer software platform for managing in Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to track, monitor, and manage investment portfolios; Platform as a Service (PaaS) featuring computer software platform for investment portfolio selection, construction, monitoring, reporting, and management; Platform as a Service (PaaS) featuring computer software platform for managing investments; Platform as a Service (PaaS) featuring computer software platform for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, and investment performance measurement; Platform as a Service (PaaS) featuring computer software platform that allows users to research, analyze, and invest in annuities, buffer EFTs, structured notes, and alternative investments; Platform as a Service (PaaS) featuring computer software platform that allows users to manage and administer investments; Platform as a Service (PaaS) featuring computer software platform that allows banks, issuers, and financial institutions to sell annuities, ETFs, structured notes, and alternative investments to financial planning professionals and their clients; Providing on-line non-downloadable software in the nature of a financial technology software platform for providing information, analysis, management and administration services in the field of investments; Platform as a Service (PaaS) featuring computer software platform that enables investors to select, issue and monitor financial products; Platform as a Service (PaaS) featuring computer software platform that provides protective investment solutions for financial planning professionals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals draft proposals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to draft and deliver customized financial planning strategies and asset management and investment advice
First Use Date in General
31st Oct 2016
First Use Date in Commerce
31st Oct 2016
Class [036]
Insurance & Financial Services
Provision of protective investment consultation for financial planning professionals; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Investment by electronic means; Investment consultancy; Investment advisory services; Provision of online financial information, research and investment recommendations for financial planning professionals; Investment management services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial analysis and consultation; Providing financial information in the field of financial planning and investment for financial planning professionals; Providing financial information pertaining to financial tools and products for financial planning professionals; Financial services, namely, financial management, consultation and advice in the field of alternative investments
First Use Date in General
31st Oct 2016
First Use Date in Commerce
31st Oct 2016
Mark Details
Serial Number
No 97499289
Mark Type
No Service Mark
Attorney Docket Number
No 084846732653
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Design Code(s)
26.01.21 -
Circles that are totally or partially shaded
Legal History
| Status Date | Action Taken |
|---|---|
| 25th Jun 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 25th Jun 2024 | REGISTERED-PRINCIPAL REGISTER |
| 23rd May 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 23rd May 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 26th Apr 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| 25th Apr 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 04th Apr 2024 | USE AMENDMENT FILED |
| 04th Apr 2024 | TEAS STATEMENT OF USE RECEIVED |
| 10th Oct 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 15th Aug 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |