TRADEPMR

Live / Registered — Registered — partial Sections 8 & 15 accepted and acknowledged (as of 15 Oct 2024)

What this means for you

Registered since 17 Apr 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87544900
Registration number
5446717
Mark type
Stylized text
Filed
27 Jul 2017
Published for opposition
30 Jan 2018
Registered
17 Apr 2018
Attorney of record
Calla E. Yee

Goods and services

  • Class 009 — Scientific and electric apparatus: [ Downloadable software for computers and mobile applications that provides tools for obtaining financial information, managing accounts, and conducting transactions related to banking and investing for use by financial advisors and their clients ]
  • Class 035 — Advertising and business services: Providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Computerized tax accounting services; Financial record-keeping for regulatory compliance purposes via the Internet
  • Class 036 — Insurance and financial services: Financial management; Financial investment brokerage services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial consultation services, namely, providing financial analysis services to others; Advice related to investments; Investment advisory services; Registered Investment Advisor (RIA) services, namely, providing financial support services in the nature of investment account performance reports and data analysis, and financial investment portfolio rebalancing, and providing an online internet website portal for obtaining financial information, managing accounts, and conducting transactions related to investing, for use by registered investment advisors (RIAs); providing a website featuring financial information, analysis and guidance in the field of the registered investment advisor industry; Banking services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing and tax management needs; Financial portfolio analysis services; Financial portfolio management; Providing an Internet website portal for financial account management and financial transactions
  • Class 042 — Scientific and technological services: Application service provider (ASP) featuring software for use as an order management application for investment advisors; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment advisors and their clients; Platform as a service (PAAS) featuring computer software platforms for use in calculating financial advisor fees, managing retirement accounts, investment data analytics, tax lot accounting and engaging in online trading

Owner

Prosecution history

  • 09 Jul 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 09 Jul 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 09 Jul 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 09 Jul 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 09 Jul 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 15 Oct 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 15 Oct 2024 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 15 Oct 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 16 Apr 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 17 Apr 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 17 Apr 2018 — REGISTERED-PRINCIPAL REGISTER
  • 30 Jan 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 30 Jan 2018 — PUBLISHED FOR OPPOSITION
  • 10 Jan 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 23 Dec 2017 — APPROVED FOR PUB - PRINCIPAL REGISTER

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