REGISTERED
on 13 Feb 2024
Last Applicant/ Owned by
240 Greenwich Street
New York
NY
10286
Serial Number
97905182 filed on 25th Apr 2023
Registration Number
7306896 registered on 13th Feb 2024
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Logo Mark Trademark Information
Research and development of new products; providing a website that features information on new product research and new product development; design and testing for new product development; research and development of new products for use in financial advising and consultation, brokerage services, and investment management; providing a website that features information on new product research and n Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Research and development of new products; providing a website that features information on new product research and new product development; design and testing for new product development; research and development of new products for use in financial advising and consultation, brokerage services, and investment management; providing a website that features information on new product research and new product development in the fields of financial advising, consultation, brokerage services, and investment management; design and testing for new product development for use in the fields of financial advising, consultation, brokerage services, and investment management; providing an online non-downloadable, multi-custodial advisory software platform that enables integration with third party financial applications and cross-application workflows from a single user interface; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view, monitor, share, receive, generate, customize and manage financial information, alerts, tasks, models and reports across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that utilizes artificial intelligence to optimize financial planning and automate the electronic trading of financial securities; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view and manage investment accounts, portfolio information, portfolio risk and asset allocation assessments, book trades and rebalances, tax budgets, tax transitioning models and regulatory compliance dashboards in real-time across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that enables users to open financial accounts and electronically trade and rebalance financial securities across multiple financial custodians; providing an online non-downloadable, multi-custodial advisory software platform that provides access to financial investment solutions and enables financial brokers, dealers, advisors and investors to interact and communicate with one another; providing an online non-downloadable, multi-custodial advisory software platform that automates fiduciary functions, order execution involving financial securities, and oversight of financial investments; providing an online non-downloadable, multi-custodial advisory software platform that features news, research, information and analytics in the fields of finance, financial investments, securities trading and securities brokerage
First Use Date in General
07th Jun 2023
First Use Date in Commerce
07th Jun 2023
Class [036]
Insurance & Financial Services
Financial advisory and consultancy services; investment management; funds investment; financial research and information services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments, all of the foregoing provided to financial advisors and money managers
First Use Date in General
07th Jun 2023
First Use Date in Commerce
07th Jun 2023
Specimens
Mark Details
Serial Number
No 97905182
Mark Type
No Service Mark
Attorney Docket Number
No T40657US00
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)
09.01.04 -
Ribbons, bows
26.17.02 -
Wavy line(s), band(s) or bar(s)
26.17.05 -
Horizontal line(s), band(s) or bar(s)
Legal History
| Status Date | Action Taken |
|---|---|
| 13th Feb 2024 | REGISTERED-PRINCIPAL REGISTER |
| 13th Feb 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 09th Jan 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 08th Jan 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 17th Nov 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 17th Nov 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| 02th Nov 2023 | TEAS STATEMENT OF USE RECEIVED |
| 02th Nov 2023 | USE AMENDMENT FILED |
| 24th Oct 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 29th Aug 2023 | PUBLISHED FOR OPPOSITION |