NOTICE OF ALLOWANCE - ISSUED
issued
on 16 Jul 2024
Last Applicant/ Owned by
777 BRICKELL AVE SUITE 1210
Miami
FL
33131
Serial Number
98065483 filed on 29th Jun 2023
Registration Number
N/A
Correspondent Address
Eric P. Gros-Dubois
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
SOWE
Platform as a service (PAAS) featuring computer software platforms for monitoring and managing investment portfolios; Providing on-line non-downloadable software for an investment platform for monitoring and managing investment portfolios; Providing online non-downloadable computer software platforms for monitoring and managing investment portfolios; Providing temporary use of a non-downloadable w Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Platform as a service (PAAS) featuring computer software platforms for monitoring and managing investment portfolios; Providing on-line non-downloadable software for an investment platform for monitoring and managing investment portfolios; Providing online non-downloadable computer software platforms for monitoring and managing investment portfolios; Providing temporary use of a non-downloadable web application for an investment platform for monitoring and managing investment portfolios; Software as a service (SAAS) services featuring software for monitoring and managing investment portfolios
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [036]
Insurance & Financial Services
Financial advice; Financial advisory and consultancy services, namely, monitoring and managing investment portfolios; Financial advisory and consultancy services, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; Financial analyses; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consulting; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and evaluations; Financial information provided by electronic means; Financial investment brokerage services; Financial investment in the field of monitoring and managing investment portfolios; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, monitoring and managing investment portfolios; Financial portfolio analysis services; Financial portfolio management; On-line financial planning services; Providing financial advice via a website; Providing information in the field of financial appraisals via a website
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [009]
Computer & Software Products & Electrical & Scientific Products
Downloadable computer application software for automated and customized financial management, namely, software for an investment platform for monitoring and managing investment portfolios; Downloadable software in the nature of a mobile application for an investment platform for monitoring and managing investment portfolios
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98065483
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 Date | Action Taken |
|---|---|
| 16th Jul 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 21st May 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 21st May 2024 | PUBLISHED FOR OPPOSITION |
| 01st May 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 17th Apr 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 14th Mar 2024 | ASSIGNED TO EXAMINER |
| 02th Aug 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 03rd Jul 2023 | NEW APPLICATION ENTERED |