mailed
on 14 Nov 2024
Last Applicant/ Owned by
470 NEVADA STREET
AUBURN
CA
95630
Serial Number
97922386 filed on 05th May 2023
Registration Number
N/A
Correspondent Address
Emilia F. Cannella
Filing Basis
1. intent to use current
Disclaimer
NO DATA
Automated fiduciary account management systems in the form of trading automation systems, namely, providing software as aservice (SaaS) services featuring software that enables the automatic generation of trades; providing online non-downloadablesoftware for investment compliance and financial advisory compliance; providing online non-downloadable software to enable thecreation and generation of i Read More
Automated fiduciary account management systems in the form of trading automation systems, namely, providing software as aservice (SaaS) services featuring software that enables the automatic generation of trades; providing online non-downloadablesoftware for investment compliance and financial advisory compliance; providing online non-downloadable software to enable thecreation and generation of investment advisory educational and marketing materials and content; providing online nondownloadable communication tools software, namely, software for facilitating communication between financial and investmentadvisors and investors; providing online non-downloadable software for the compilation and generation of reports relating toinvestment compliance, financial advisory compliance, financial risk assessment, financial investment analysis, financialinformation, investment information, and investment research; providing software as a service (SaaS) services featuring softwarefor use as an application programming interface (API) for data analysis and transfer; customizing computer software
N/A
N/A
Financial investment analysis and stock research; financial risk assessment services
N/A
N/A
No 97922386
No Service Mark
No 118586-T-001
Yes
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
14th Nov 2024 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
14th Nov 2024 | SUSPENSION LETTER WRITTEN |
14th Nov 2024 | LETTER OF SUSPENSION E-MAILED |
30th Oct 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
30th Oct 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
30th Oct 2024 | ASSIGNED TO LIE |
01st Aug 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
01st May 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
01st May 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
02th Feb 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |