on 26 Sep 2023
Last Applicant/ Owned by
17901 Von Karman Avenue, Suite 1200
Irvine
CA
92614
Serial Number
90594162 filed on 22nd Mar 2021
Registration Number
7176785 registered on 26th Sep 2023
Correspondent Address
Daniel C. Neustadt
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
software as a service (SaaS) featuring software for use in account opening, maintenance, instructions in the fields of finance and investment; providing a web site featuring technology that guides users through the alternative investment process; software as a service (SaaS) featuring software for use in facilitating and administering banking, payment by credit card, debit card, or payment card, a Read More
software as a service (SaaS) featuring software for use in account opening, maintenance, instructions in the fields of finance and investment; providing a web site featuring technology that guides users through the alternative investment process; software as a service (SaaS) featuring software for use in facilitating and administering banking, payment by credit card, debit card, or payment card, automatic teller machine services, stored value card services, electronic funds transfer services, electronic payment services, electronic processing and transmission of bill payment data, cash disbursement services, transaction authentication services, routing, authorization and settlement services, digital wallet services, and fraud detection and control services
05th May 2022
05th May 2022
Banking services; escrow banking services; financing services; real estate loan financing on residential and commercial real estate; loan financing for construction of residential and commercial real estate; home equity loan financing; home owner association and property banking services; warehouse mortgage lending services; franchise capital financing services; savings and checking account services; online banking services; electronic payment services, namely, electronic processing and transmission of bill payment data; Financial custody services, namely, financial investment services to clients and client advisors relating to custodial accounts and custody transitions; providing an internet website portal featuring information relating to alternative investments; investment administration of retirement plans for others; consulting services in the field of financial custody services; Trust services, namely, investment and trust company services; estate trust planning and management; financial trust planning, operations and administration; trust management accounts; real estate investment trust services; real estate investment trust advisory and management services; financial services, namely, alternative asset custodian services in the nature of self-directed investment retirement accounts; providing an interactive website featuring information in the fields of finance and investment
05th May 2022
05th May 2022
Downloadable computer software and applications for mobile devices for use in account opening, maintenance, instructions in the fields of finance and investment; Downloadable computer software and applications for mobile devices featuring technology that guides users through the alternative investment process; Downloadable computer software and applications for mobile devices for facilitating and administering banking, payment by credit card, debit card, or payment card, automatic teller machine services, stored value card services, electronic funds transfer services, electronic payment services, electronic processing and transmission of bill payment data, cash disbursement services, transaction authentication services, routing, authorization and settlement services, digital wallet services, and fraud detection and control services
05th May 2022
05th May 2022
No 90594162
No Service Mark
No 166359.00005
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
26th Sep 2023 | REGISTERED-PRINCIPAL REGISTER |
26th Sep 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
25th Aug 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
24th Aug 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
12th Aug 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
12th Aug 2023 | STATEMENT OF USE PROCESSING COMPLETE |
02th Aug 2023 | TEAS STATEMENT OF USE RECEIVED |
02th Aug 2023 | USE AMENDMENT FILED |
13th Jan 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
11th Jan 2023 | SOU TEAS EXTENSION RECEIVED |