on 26 Nov 2024
Last Applicant/ Owned by
1 Equity Way
Cleveland
OH
44145
Serial Number
98184481 filed on 18th Sep 2023
Registration Number
7582336 registered on 26th Nov 2024
Correspondent Address
Megan Mischler
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Technology consultation services, namely, consulting services for assisting investment advisors in selecting, implementing and adopting technologies, namely, computer hardware and software, for the provision of financial services; Providing temporary use of on-line non-downloadable software tools for performing investment portfolio transactions, trading, accounting, allocation, reporting, download Read More
Technology consultation services, namely, consulting services for assisting investment advisors in selecting, implementing and adopting technologies, namely, computer hardware and software, for the provision of financial services; Providing temporary use of on-line non-downloadable software tools for performing investment portfolio transactions, trading, accounting, allocation, reporting, downloading financial account data, data management, performing research, and performance and transaction tracking; Providing temporary use of on-line non-downloadable software tools for tracking and comparing performance of financial products and for research information regarding industry, sector and security financial analyses and ratings
19th Oct 2023
19th Oct 2023
Financial analysis and consultation; financial forecasting; financial management; financial planning; financial research; financial services in the nature of investment security, investment fund transfer and transaction services; financial valuations; providing financial and investment information; financial investment brokerage services; investment advisory services; financial and investment services, namely, asset and investment acquisition, consultation, advisory, and development services; providing information and advice in the field of finance, financial investments, financial valuations; electronic financial trading services; electronic fund transfer services; trust services, namely, investment and trust company services; banking services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes
19th Oct 2023
19th Oct 2023
Business management services for professionals and businesses in the fields of clearing and trading for investment transactions; data management services for use in the electronic data aggregation and storage for professionals and businesses in the field of financial planning
19th Oct 2023
19th Oct 2023
No 98184481
No Service Mark
No 125119.00005
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
26th Nov 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
26th Nov 2024 | REGISTERED-PRINCIPAL REGISTER |
01st Nov 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
01st Nov 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
28th Oct 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
28th Oct 2024 | STATEMENT OF USE PROCESSING COMPLETE |
26th Aug 2024 | TEAS STATEMENT OF USE RECEIVED |
26th Aug 2024 | USE AMENDMENT FILED |
13th Aug 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
18th Jun 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |