issued
on 10 Sep 2024
Last Applicant/ Owned by
One Financial Center, 5th Floor
Boston
MA
02011
Serial Number
97780537 filed on 03rd Feb 2023
Registration Number
N/A
Correspondent Address
Nicole Kinsley
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Providing online, non-downloadable software for investment portfolio management, investment risk management, investment model development and delivery, and investment portfolio accounting; Computer software design and development; Installation, maintenance and repair of computer software; IT consulting services relating to installation, maintenance and repair of computer software; Technology consu Read More
Regulatory compliance consulting in the field of investment management; Regulatory compliance consulting through providing advice on the development and implementation of internal controls for regulatory compliance purposes in the field of investment management
N/A
N/A
Providing online, non-downloadable software for investment portfolio management, investment risk management, investment model development and delivery, and investment portfolio accounting; Computer software design and development; Installation, maintenance and repair of computer software; IT consulting services relating to installation, maintenance and repair of computer software; Technology consulting in the field of cybersecurity
N/A
N/A
Installation, maintenance and repair of computer hardware; IT consulting services relating to installation, maintenance and repair of computer hardware
N/A
N/A
Financial portfolio analysis services, namely, calculating the weight or number of portfolio holdings necessary to bring a portfolio into alignment with an approved model; Financial administration of investment portfolios
N/A
N/A
Financial record-keeping for investors and investment managers regarding investment portfolios in the field of trade processing, settlement, reconciliation, and pricing
N/A
N/A
No 97780537
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
10th Sep 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
16th Jul 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
16th Jul 2024 | PUBLISHED FOR OPPOSITION |
26th Jun 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
07th Jun 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
05th Jun 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
05th Jun 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
05th Jun 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
06th Mar 2024 | FINAL REFUSAL E-MAILED |
06th Mar 2024 | FINAL REFUSAL WRITTEN |