on 20 Nov 2018
Last Applicant/ Owned by
12 East 49th Street, 11th Floor
New York
NY
10017
Serial Number
87864275 filed on 05th Apr 2018
Registration Number
5611100 registered on 20th Nov 2018
Correspondent Address
Matthew P. Hintz, Esq.
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Software as a service (SAAS) services featuring software for automated portfolio management, transfer and investment of funds, recommending funds, portfolio allocation and optimization, portfolio rebalancing, cash management, and for creating reports in connection therewith; Platform as a service (PAAS) featuring computer software platforms for automated portfolio management, transfer and investme Read More
Software as a service (SAAS) services featuring software for automated portfolio management, transfer and investment of funds, recommending funds, portfolio allocation and optimization, portfolio rebalancing, cash management, and for creating reports in connection therewith; Platform as a service (PAAS) featuring computer software platforms for automated portfolio management, transfer and investment of funds, recommending funds, portfolio optimization and allocation, portfolio rebalancing, cash management, and for creating reports in connection therewith; Providing temporary use of on-line non-downloadable software and applications for automated portfolio management, transfer and investment of funds, recommending funds, portfolio allocation and optimization, portfolio rebalancing, cash management, and for creating reports in connection therewith; Providing a website featuring non-downloadable software for automated portfolio management, transfer and investment of funds, recommending funds, portfolio allocation and optimization, portfolio rebalancing, cash management, and for creating reports in connection therewith
15th Jul 2015
15th Jul 2015
Investment advisory services; Investment management; Investment of funds; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading and rebalancing; Financial services, namely, investment fund transfer and transaction services; Cash management
15th Jul 2015
15th Jul 2015
Downloadable computer software for automated portfolio management, transfer and investment of funds, recommending funds, portfolio allocation and optimization, portfolio rebalancing, cash management, and for creating reports in connection therewith
23rd Feb 2018
23rd Feb 2018
No 87864275
No Service Mark
No 33426.7
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
20th Nov 2024 | TEAS SECTION 8 & 15 RECEIVED |
20th Nov 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
20th Nov 2018 | REGISTERED-PRINCIPAL REGISTER |
04th Sep 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
04th Sep 2018 | PUBLISHED FOR OPPOSITION |
15th Aug 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
02th Aug 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
24th Jul 2018 | ASSIGNED TO EXAMINER |
13th Apr 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
09th Apr 2018 | NEW APPLICATION ENTERED |