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POWERING THE ADVISOR-CLIENT JOURNEY
Live/Registered
REGISTERED

on 22 Jun 2021

Last Applicant/ Owned by

17605 Wright Street

Omaha

NE

68130

Serial Number

90226945 filed on 30th Sep 2020

Registration Number

6395059 registered on 22nd Jun 2021

in the Principal Register

Correspondent Address

Adam Werner

ADAM WERNER

OMAHA, NE 68130

Filing Basis

1. use application currently

Disclaimer

NO DATA

POWERING THE ADVISOR-CLIENT JOURNEY

Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance and advisory billing features

Classification Information


Class [035]
Advertising, Business & Retail Services


Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information


First Use Date in General

01st Jun 2020

First Use Date in Commerce

01st Jun 2020

Class [042]
Computer & Software Services & Scientific Services


Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance and advisory billing features


First Use Date in General

01st Jun 2020

First Use Date in Commerce

01st Jun 2020

Mark Details


Serial Number

No 90226945

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
22nd Jun 2021REGISTERED-PRINCIPAL REGISTER
06th Apr 2021PUBLISHED FOR OPPOSITION
06th Apr 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
17th Mar 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04th Mar 2021APPROVED FOR PUB - PRINCIPAL REGISTER
24th Feb 2021ASSIGNED TO EXAMINER
15th Nov 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
03rd Oct 2020NEW APPLICATION ENTERED IN TRAM