on 28 Sep 2021
Last Applicant/ Owned by
6187 Carpinteria Ave.
Carpinteria
CA
93013
Serial Number
90106415 filed on 11th Aug 2020
Registration Number
6496727 registered on 28th Sep 2021
Correspondent Address
Kristin B. Kosinski, Esq.
Filing Basis
1. use application currently
Disclaimer
NO DATA
Platform as a service (PAAS) featuring computer software platforms for independent financial professionals for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, and for accessing educational materials in the f Read More
Platform as a service (PAAS) featuring computer software platforms for independent financial professionals for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, and for accessing educational materials in the field of financial planning and strategies; Providing temporary use of online non-downloadable computer application software for independent financial professionals for managing and opening retirement accounts, for managing finances, for accessing marketing materials, for accessing sales support, for accessing customer service, for accessing client data and for accessing educational offerings in the field of financial planning and strategies
01st Jan 2020
01st Jan 2020
No 90106415
No Service Mark
No 20-42464
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
28th Sep 2021 | REGISTERED-PRINCIPAL REGISTER |
13th Jul 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
13th Jul 2021 | PUBLISHED FOR OPPOSITION |
23rd Jun 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
08th Jun 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
04th Jun 2021 | EXAMINER'S AMENDMENT ENTERED |
04th Jun 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
04th Jun 2021 | EXAMINERS AMENDMENT E-MAILED |
04th Jun 2021 | EXAMINERS AMENDMENT -WRITTEN |
12th May 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |