SECTION 8-ACCEPTED
accepted
on 19 Nov 2020
Last Applicant/ Owned by
100 Quannapowitt Parkway, Suite 205
Wakefield
MA
01880
Serial Number
86399939 filed on 19th Sep 2014
Registration Number
4792228 registered on 11th Aug 2015
Correspondent Address
Thomas D. Bratschun
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
UNIFIED WEALTH MANAGEMENT
Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account billing, receivables Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account billing, receivables tracking, revenue distribution and reporting, financial trading and stock borrowing compliance, margin and document management
First Use Date in General
31st Mar 2011
First Use Date in Commerce
31st Mar 2011
Mark Details
Serial Number
No 86399939
Mark Type
No Service Mark
Attorney Docket Number
No 0262.02-TM
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 |
|---|---|
| 11th Aug 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 19th Nov 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| 19th Nov 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 19th Nov 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 08th Sep 2020 | TEAS SECTION 8 RECEIVED |
| 11th Aug 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 11th Aug 2015 | REGISTERED-SUPPLEMENTAL REGISTER |
| 03rd Jul 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 01st Jul 2015 | ASSIGNED TO LIE |
| 15th Jun 2015 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |