assigned to examiner
on 22 Oct 2024
Last Applicant/ Owned by
6965 El Camino Real Ste 105-485
Carlsbad
CA
92009
Serial Number
98489029 filed on 08th Apr 2024
Registration Number
N/A
Correspondent Address
Myra Dioquino
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
providing temporary use of non-downloadable computer software for browsing and accessing digital content and web applications in the financial services industry for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and f Read More
providing temporary use of non-downloadable computer software for browsing and accessing digital content and web applications in the financial services industry for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of non-downloadable computer software for transmission and display of digital content, namely financial service and market data for use in the financial services industry; providing temporary use of non-downloadable computer software for use in authoring, transmitting, receiving, editing, extracting, encoding, decoding, storing and organizing text, data, images, and multimedia content for use in the financial services industry; providing temporary use of non-downloadable computer software for enabling users to select the addition of technical functionalities or integration capabilities to digital content and web applications in the financial services industry
N/A
N/A
No 98489029
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
22nd Oct 2024 | ASSIGNED TO EXAMINER |
15th Sep 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
08th Apr 2024 | NEW APPLICATION ENTERED |