issued
on 26 Nov 2024
Last Applicant/ Owned by
One Financial Center, 5th Floor
Boston
MA
02111
Serial Number
98366243 filed on 19th Jan 2024
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Providing online, non-downloadable software to be used by investment advisors and asset managers 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, maintena Read More
Regulatory compliance consulting in the field of investment management; Regulatory compliance consulting through 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 to be used by investment advisors and asset managers 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; all of the foregoing provided to asset managers and investment advisors
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; all of the foregoing provided to asset managers and investment advisors
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; all of the foregoing provided to asset managers and investment advisors
N/A
N/A
No 98366243
No Service Mark
No 29546.00003
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
26th Nov 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
15th Oct 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
15th Oct 2024 | PUBLISHED FOR OPPOSITION |
25th Sep 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
09th Sep 2024 | EXAMINERS AMENDMENT -WRITTEN |
09th Sep 2024 | EXAMINER'S AMENDMENT ENTERED |
09th Sep 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
09th Sep 2024 | EXAMINERS AMENDMENT E-MAILED |
09th Sep 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
23rd Aug 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |