on 31 Dec 2024
Last Applicant/ Owned by
1330 St. Mary's Street, Suite 400
Raleigh
NC
27605
Serial Number
98376925 filed on 26th Jan 2024
Registration Number
N/A
Correspondent Address
Devon E. White
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Software as a service (saas) services featuring cloud-based software for use by asset managers and financial institutions to aid in financial asset reporting, regulatory compliance consulting and testing, and financial portfolio compliance management; Design and development of computer hardware and software Business consulting services in relation to database management, job and workflow manageme Read More
Software as a service (saas) services featuring cloud-based software for use by asset managers and financial institutions to aid in financial asset reporting, regulatory compliance consulting and testing, and financial portfolio compliance management; Design and development of computer hardware and software
31st Dec 2022
31st Dec 2022
Business consulting services in relation to database management, job and workflow management, regulatory compliance and filing management, and data retention management; Business consulting services, namely, consulting on business management aspects of regulatory compliance for companies in the investment management industry; Financial recordkeeping for regulatory compliance purposes; Business consultation in the fields of federal securities regulations, investment advisory and investment company compliance activities; Business administration services, namely, the compilation, preparation, maintenance, and filing offederal securities regulatory documentation
31st Dec 2022
31st Dec 2022
No 98376925
No Service Mark
No 025017.0007
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
27th Dec 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
27th Dec 2024 | EXAMINER'S AMENDMENT ENTERED |
27th Dec 2024 | EXAMINERS AMENDMENT -WRITTEN |
27th Dec 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
27th Dec 2024 | EXAMINERS AMENDMENT E-MAILED |
14th Nov 2024 | FINAL REFUSAL WRITTEN |
14th Nov 2024 | FINAL REFUSAL E-MAILED |
14th Nov 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
02th Oct 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
01st Oct 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |