issued
on 29 Oct 2024
Last Applicant/ Owned by
128 Kitchawan Road
Pound Ridge
NY
10576
Serial Number
98324152 filed on 20th Dec 2023
Registration Number
N/A
Correspondent Address
Aaron D. Hendelman
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; artificial intelligence as a service (AIAAS) s Read More
Providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; providing an online nondownloadable computer software platform using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; electronic conversion of data to generate pre-populated communications and forms between financial advisors and clients; providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients
N/A
N/A
Financial advice and consultancy services; information, advisory, consultancy and financial research services relating to finance and investments; providing information over computer networks and global communication networks in the fields of finance, financial planning, and financial investments; providing financial planning tools for financial advisors in the nature of an interactive platform being an internet website portal containing financial information to assist in managing and developing client relationships
N/A
N/A
Downloadable computer software using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; downloadable computer software using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; downloadable computer software using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients
N/A
N/A
No 98324152
No Service Mark
No 67511-TM1001
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
29th Oct 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
03rd Sep 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
03rd Sep 2024 | PUBLISHED FOR OPPOSITION |
14th Aug 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
31st Jul 2024 | EXAMINERS AMENDMENT -WRITTEN |
31st Jul 2024 | EXAMINERS AMENDMENT E-MAILED |
31st Jul 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
31st Jul 2024 | EXAMINER'S AMENDMENT ENTERED |
31st Jul 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
22nd Jul 2024 | ASSIGNED TO EXAMINER |