on 08 Aug 2023
Last Applicant/ Owned by
133 Boston Road
Weston
MA
02493
Serial Number
90621540 filed on 02th Apr 2021
Registration Number
7133846 registered on 08th Aug 2023
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Providing temporary use of non-downloadable computer software for a seamless aggregating of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platform for receiving, compiling and organizing data from dis Read More
Providing temporary use of non-downloadable computer software for a seamless aggregating of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platform for receiving, compiling and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and providing temporary use of non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance
12th Jul 2021
12th Jul 2021
Financial services, namely, financial data aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions
12th Jul 2021
12th Jul 2021
No 90621540
No Service Mark
No 2020-902
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
08th Aug 2023 | REGISTERED-PRINCIPAL REGISTER |
08th Aug 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
01st Jul 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
30th Jun 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
14th Jun 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
13th Jun 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
13th Jun 2023 | SOU EXTENSION 1 GRANTED |
13th Jun 2023 | STATEMENT OF USE PROCESSING COMPLETE |
28th Apr 2023 | NOTICE OF REVIVAL - E-MAILED |
27th Apr 2023 | TEAS PETITION TO REVIVE RECEIVED |