NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
record initialized not assigned to examiner
on 04 Oct 2024
Last Applicant/ Owned by
4707 Executive Drive
San Diego
CA
92121
Serial Number
98786065 filed on 04th Oct 2024
Registration Number
N/A
Correspondent Address
Timothy J. Lyden
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
WHAT IF YOU COULD?
technology services, namely, providing online non-downloadable proprietary computer software for use in the field of financial investment advisory and brokerage services, namely, for managing, analyzing, tracking, organizing and/or structuring investments and information related to investments and to the performance of investment vehicles, and for use in providing access to online investment infor Read More
Classification Information
Class [045]
Personal & Legal & Social Services
regulatory compliance consultancy in the field of finance
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [042]
Computer & Software Services & Scientific Services
technology services, namely, providing online non-downloadable proprietary computer software for use in the field of financial investment advisory and brokerage services, namely, for managing, analyzing, tracking, organizing and/or structuring investments and information related to investments and to the performance of investment vehicles, and for use in providing access to online investment information; platform as a service (PAAS) featuring a multi-functional computer software platform for providing access to documents, information, data, technology services and content related to financial and investment products and services, investment related trends, and advisor information for purposes of analyzing, tracking, and targeting investment advisor data, advisor investment behavior, client demographic information, investment strategies, investment reports, and third party data to enable users to market, promote, manage, analyze, track, organize, supervise, target, and structure marketing related sales campaigns; computer technology support services, namely, help desk services; and computer technology consultancy
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [036]
Insurance & Financial Services
Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; and research services, namely, conducting research related to financial information, financial investment information, the performance of investment vehicles, and financial market data; insurance brokerage, information, and consultancy; brokerage and broker-dealer financial services in the field of securities, stocks, bonds, mutual funds, and over-the-counter markets; providing an Internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies; financial trust planning and operations; estate planning; outsource service provider in the field of financial and investment paraprofessionals; real estate consultation
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [035]
Advertising, Business & Retail Services
Business consulting services; business succession planning; business management of registered investment advisor offices and brokers on an outsourcing basis; business advice and information relating to finance and capital; business assistance, advisory services, and consultancy in the fields of budgeting, bookkeeping, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plans to achieve goals; tax and taxation planning, advice, information, and consultancy services; business administration and office work; digital marketing services; consulting services in the field of digital marketing; bookkeeping; outsource service provider in the field of business operation and management
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98786065
Mark Type
No Service Mark
Attorney Docket Number
No
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 |
|---|---|
| 04th Oct 2024 | NEW APPLICATION ENTERED |