on 14 Jul 2020
Last Applicant/ Owned by
100 Vanguard Blvd.
Malvern
PA
19355
Serial Number
88977882 filed on 12th Aug 2019
Registration Number
6103805 registered on 14th Jul 2020
Correspondent Address
David M. Kelly
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
investment of funds; investment management; financial asset management; wealth management; financial risk assessment; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial, financial and investment advisory; financial retirement planning; financial pla Read More
investment of funds; investment management; financial asset management; wealth management; financial risk assessment; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial, financial and investment advisory; financial retirement planning; financial planning; financial and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database in the fields of investing of funds, finance, financial saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; online financial advisory services in the nature of automated financial and investment advisory, wealth management, and portfolio management and rebalancing; artificial intelligence-based financial advisory services
19th Mar 2020
19th Mar 2020
providing temporary use of online, non-downloadable computer software for use in providing financial analysis and advice, for use in online trading of securities, for communication between financial services professionals and investors, and for providing automated financial advice and investment advice; providing temporary use of online, non-downloadable artificial intelligence software for use in customer relationship management and providing financial advisory services; all of the aforesaid in the fields of investing, investment management, finance, financial planning, retirement planning, financial risk management, and financial portfolio management
19th Mar 2020
19th Mar 2020
No 88977882
No Service Mark
No 235.0191
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
14th Jul 2020 | REGISTERED-PRINCIPAL REGISTER |
10th Jun 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
09th Jun 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
19th May 2020 | DIVISIONAL PROCESSING COMPLETE |
19th May 2020 | STATEMENT OF USE PROCESSING COMPLETE |
19th May 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
01st May 2020 | USE AMENDMENT FILED |
01st May 2020 | DIVISIONAL REQUEST RECEIVED |
01st May 2020 | TEAS STATEMENT OF USE RECEIVED |
01st May 2020 | TEAS REQUEST TO DIVIDE RECEIVED |