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Live / Registered — Registered and renewed (as of 05 Sept 2025)

What this means for you

Registered since 19 May 2015. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 19 May 2025).

Record

Serial number
86158504
Registration number
4740095
Mark type
Stylized text
Filed
06 Jan 2014
Published for opposition
17 Jun 2014
Registered
19 May 2015
Next maintenance due
19 May 2025
Attorney of record
Louise Arnott

Goods and services

  • Class 009 — Scientific and electric apparatus: Software application programming interfaces, development tools and platforms provided to third party software developers to allow for integration and communication between existing software utilized by investment advisors and software for investment account creation, investment portfolio management, data management, securities trade order management, client reporting, fund transfer, portfolio accounting and investment performance tracking
  • Class 042 — Scientific and technological services: Providing technical support services, namely, troubleshooting of computer software problems and technical consulting in the field of design and development of computer software for investment portfolio management

Owner

Prior registrations

Prosecution history

  • 05 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 05 Sept 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 05 Sept 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 05 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 02 May 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 19 May 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 07 Dec 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 07 Dec 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 07 Dec 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 07 Dec 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 07 Dec 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 30 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 30 Jan 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 30 Jan 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 30 Jan 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

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