NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
record initialized not assigned to examiner
on 22 Dec 2024
Last Applicant/ Owned by
6965 El Camino Real Ste 105-485
Carlsbad
CA
92009
Serial Number
98917348 filed on 22nd Dec 2024
Registration Number
N/A
Correspondent Address
Geneva Amy Lai
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Logo Mark Trademark Information
Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios 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 goa Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios 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); Platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios 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 a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios 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 a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios 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 on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios 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 a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios 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); Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios 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 browsing and accessing digital content and web applications in the financial services industry for use by financial advisers, for wealth management; Providing temporary use of online non-downloadable software development kits (SDKs) for building applications for aggregating, analyzing, and reporting public and private data; Platform as a service (PaaS) featuring software development kits (SDKs) for building applications for aggregating, analyzing, and reporting public and private data; Application service provider featuring application programming interface (API) software for requesting and accessing public and private data; 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
First Use Date in General
11th May 2021
First Use Date in Commerce
11th May 2021
Class [009]
Computer & Software Products & Electrical & Scientific Products
Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry; Downloadable software development kits (SDK) for building applications for aggregating, analyzing, and reporting public and private data; Downloadable application programming interface (API) software for requesting and accessing public and private data
First Use Date in General
11th May 2021
First Use Date in Commerce
11th May 2021
Mark Details
Serial Number
No 98917348
Mark Type
No Service Mark
Attorney Docket Number
No 00474T001US1
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 27th Dec 2024 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| 22nd Dec 2024 | NEW APPLICATION ENTERED |