CHALICE: THE HOLY GRAIL FOR WEALTH ADVISORS
Dead / Cancelled — Cancelled — Section 8 (as of 14 Feb 2025)
What this means for you
This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 87666940
- Registration number
- 5528522
- Mark type
- Stylized text
- Filed
- 31 Oct 2017
- Published for opposition
- 15 May 2018
- Registered
- 31 Jul 2018
- Attorney of record
- Katherine L. McDaniel, Esq.
Goods and services
- Class 042 — Scientific and technological services: Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts
Owner
- Chalice Wealth Partners LLC, San Diego, CA, US
- Chalice Wealth Partners LLC, San Diego, CA, US
- Chalice Wealth Partners LLC, San Diego, CA, US
Prosecution history
- 14 Feb 2025 — CANCELLED SEC. 8 (6-YR)
- 31 Jul 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 01 Oct 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 01 Oct 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 01 Oct 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 20 May 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 20 May 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 31 Jul 2018 — REGISTERED-PRINCIPAL REGISTER
- 15 May 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 15 May 2018 — PUBLISHED FOR OPPOSITION
- 25 Apr 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 09 Apr 2018 — ASSIGNED TO LIE
- 02 Apr 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 30 Mar 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 29 Mar 2018 — CORRESPONDENCE RECEIVED IN LAW OFFICE