on 08 Jul 2016
Last Applicant/ Owned by
One Congress Street
Boston
MA
02114
Serial Number
78475521 filed on 30th Aug 2004
Registration Number
3083737 registered on 18th Apr 2006
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Providing temporary use of online non-downloadable software for use by members of the financial service industry to identify appropriate types and quantities of securities and other investment vehicles to be included in their clients' investment portfolios, based on the clients' risk tolerance and financial goals wherein the user inputs information about investment goals and the software, utilizin Read More
Providing temporary use of online non-downloadable software for use by members of the financial service industry to identify appropriate types and quantities of securities and other investment vehicles to be included in their clients' investment portfolios, based on the clients' risk tolerance and financial goals wherein the user inputs information about investment goals and the software, utilizing an investment database, calculates appropriate investments and provides said data to the user
30th Sep 2004
30th Sep 2004
No 78475521
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
31st May 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
31st May 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
31st May 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
31st May 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
31st May 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
31st May 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
06th Oct 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
29th Aug 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
08th Jul 2016 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
08th Jul 2016 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |