on 10 Dec 2024
Last Applicant/ Owned by
Suite 110
Conshohocken
PA
19428
Serial Number
98350825 filed on 10th Jan 2024
Registration Number
7596647 registered on 10th Dec 2024
Correspondent Address
Donna A. Tobin
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by the financial industry, namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, Read More
Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by the financial industry, namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts
12th Sep 2015
12th Sep 2015
No 98350825
No Service Mark
No 002229.00001
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
10th Dec 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
10th Dec 2024 | REGISTERED-PRINCIPAL REGISTER |
10th Sep 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
10th Sep 2024 | PUBLISHED FOR OPPOSITION |
21st Aug 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
08th Aug 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
06th Aug 2024 | ASSIGNED TO EXAMINER |
29th Apr 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
10th Jan 2024 | NEW APPLICATION ENTERED |