record initialized not assigned to examiner
on 06 Nov 2024
Last Applicant/ Owned by
22201 Cooperative Way
Herndon
VA
20171
Serial Number
98840050 filed on 06th Nov 2024
Registration Number
N/A
Correspondent Address
Naresh Kilaru
Naresh Kilaru Finnegan, Henderson, Farabow, Garrett & Dunner, L.L.P.
Washington, DC 20001
United States
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Providing temporary use of online non-downloadable software for investor onboarding in the field of private funds asset management and investor screening; Software as a service (SAAS) featuring software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting; Providing temporary use of onl Read More
Identification verification services, namely, providing authentication of personal identification information
30th Nov 2007
30th Nov 2007
Providing temporary use of online non-downloadable software for investor onboarding in the field of private funds asset management and investor screening; Software as a service (SAAS) featuring software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting; Providing temporary use of online non-downloadable software for portfolio management, management, modification, and transmission of data, recording, viewing, storing, sharing, and analyzing data
30th Nov 2007
30th Nov 2007
Financial administration of funds and investments, namely, investment fund accounting, net asset value calculation and transfer agency services; taxation services, namely, tax payment processing services; investor reporting, namely, preparing and disseminating financial and investment information and reports to investors; financial valuation of assets; Financial services, namely, anti-money laundering services
30th Nov 2007
30th Nov 2007
Computer Software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting
30th Nov 2007
30th Nov 2007
Accounting services; Bookkeeping services; Tax reporting services, namely, preparation of tax returns, tax return filing services; fund accounting; financial and monetary affairs, namely, providing corporate action services
30th Nov 2007
30th Nov 2007
No 98840050
No Service Mark
No 14659.0004
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
06th Nov 2024 | NEW APPLICATION ENTERED |