REGISTERED
on 12 Dec 2023
Last Applicant/ Owned by
295 Madison Avenue
New York
NY
10017
Serial Number
97744353 filed on 06th Jan 2023
Registration Number
7242546 registered on 12th Dec 2023
Correspondent Address
Alexander C. Kaczmarek
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
UNIO
Providing on-line non-downloadable software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; Providing on-line non-downloadable software that automates workflows and processes involved in the financial advisor-client relationship including digital onboarding, CRM and compliance t Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing on-line non-downloadable software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; Providing on-line non-downloadable software that automates workflows and processes involved in the financial advisor-client relationship including digital onboarding, CRM and compliance tools; Providing on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth
First Use Date in General
30th Nov 2018
First Use Date in Commerce
30th Nov 2018
Mark Details
Serial Number
No 97744353
Mark Type
No Service Mark
Attorney Docket Number
No 101952.50
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 Oct 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 12th Dec 2023 | REGISTERED-PRINCIPAL REGISTER |
| 12th Dec 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 07th Nov 2023 | ASSIGNED TO EXAMINER |
| 26th Sep 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 26th Sep 2023 | PUBLISHED FOR OPPOSITION |
| 06th Sep 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 22nd Aug 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 10th Aug 2023 | ASSIGNED TO EXAMINER |
| 30th Jan 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |