REGISTERED
on 17 Nov 2020
Last Applicant/ Owned by
200 N. Sepulveda Blvd., Suite 1200
El Segundo
CA
90245
Serial Number
88383261 filed on 12th Apr 2019
Registration Number
6201268 registered on 17th Nov 2020
Correspondent Address
Dyan Finguerra-DuCharme
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
SETINCOME
On-line non-downloadable software for use by financial advisors for analyzing and assessing investors' risk tolerance, financial goals and objectives and creating, formulating and providing matching personalized asset allocation analysis, personalized income plans and investment portfolio advice and proposals; temporary use of on-line non-downloadable computer software, web-based software applicat Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
On-line non-downloadable software for use by financial advisors for analyzing and assessing investors' risk tolerance, financial goals and objectives and creating, formulating and providing matching personalized asset allocation analysis, personalized income plans and investment portfolio advice and proposals; temporary use of on-line non-downloadable computer software, web-based software applications, platform as a service (PAAS) featuring computer software platforms for use by financial advisors for analyzing and assessing investors' risk tolerance, financial goals and objectives and creating, formulating and providing matching personalized asset allocation analysis, personalized income plans and investment portfolio advice and proposals; software as a service (SAAS) featuring software for use by financial advisors for analyzing and assessing investors' risk tolerance, financial goals and objectives and creating, formulating and providing matching personalized asset allocation analysis, personalized income plans and investment portfolio advice and proposals
First Use Date in General
20th Jul 2019
First Use Date in Commerce
20th Jul 2019
Mark Details
Serial Number
No 88383261
Mark Type
No Service Mark
Attorney Docket Number
No 18243.00037
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 Date | Action Taken |
|---|---|
| 17th Nov 2020 | REGISTERED-PRINCIPAL REGISTER |
| 15th Oct 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 14th Oct 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 08th Oct 2020 | EXAMINER'S AMENDMENT ENTERED |
| 08th Oct 2020 | EXAMINERS AMENDMENT E-MAILED |
| 08th Oct 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 08th Oct 2020 | SU-EXAMINER'S AMENDMENT WRITTEN |
| 23rd Mar 2020 | NON-FINAL ACTION E-MAILED |
| 23rd Mar 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 23rd Mar 2020 | SU - NON-FINAL ACTION - WRITTEN |