CHALICE ADVISOR EXCHANGE
Dead / Cancelled — Cancelled — Section 8 (as of 31 Oct 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
- 88062886
- Registration number
- 5725875
- Mark type
- Stylized text
- Filed
- 02 Aug 2018
- Published for opposition
- 29 Jan 2019
- Registered
- 16 Apr 2019
- 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
- 31 Oct 2025 — CANCELLED SEC. 8 (6-YR)
- 16 Apr 2024 — 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
- 16 Apr 2019 — REGISTERED-PRINCIPAL REGISTER
- 29 Jan 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 29 Jan 2019 — PUBLISHED FOR OPPOSITION
- 09 Jan 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 17 Dec 2018 — ASSIGNED TO LIE
- 28 Nov 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 28 Nov 2018 — EXAMINER'S AMENDMENT ENTERED
- 28 Nov 2018 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED