REGISTERED
on 11 Jun 2019
Last Applicant/ Owned by
100 Quannapowitt Parkway, Suite 205
Wakefield
MA
01880
Serial Number
88062520 filed on 02th Aug 2018
Registration Number
5773379 registered on 11th Jun 2019
Correspondent Address
LITTLETON, CO 80120
UNITED STATES
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Logo Mark Trademark Information
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distri Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management
First Use Date in General
04th Jun 2018
First Use Date in Commerce
04th Jun 2018
Mark Details
Serial Number
No 88062520
Mark Type
No Service Mark
Attorney Docket Number
No 0262.09-TM
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)
26.01.03 -
Incomplete circles (more than semi-circles)
26.01.05 -
Circles made of broken or dotted lines
26.01.12 -
Circles with bars, bands and lines
26.01.17 -
Two concentric circles
26.05.21 -
Triangles that are completely or partially shaded
Legal History
| Status Date | Action Taken |
|---|---|
| 11th Jun 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 11th Jun 2019 | REGISTERED-PRINCIPAL REGISTER |
| 26th Mar 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 26th Mar 2019 | PUBLISHED FOR OPPOSITION |
| 06th Mar 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 15th Feb 2019 | ASSIGNED TO LIE |
| 01st Feb 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 31st Jan 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 31st Jan 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 31st Jan 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |