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Live / Registered — Registered (as of 21 Mar 2023)

What this means for you

Registered since 21 Mar 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88411364
Registration number
7006544
Mark type
Design + words
Filed
01 May 2019
Published for opposition
31 Dec 2019
Registered
21 Mar 2023
Attorney of record
Jon P. Deppe

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database

Owner

Prosecution history

  • 21 Mar 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 21 Mar 2023 — REGISTERED-PRINCIPAL REGISTER
  • 14 Feb 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 13 Feb 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 09 Feb 2023 — STATEMENT OF USE PROCESSING COMPLETE
  • 06 Feb 2023 — USE AMENDMENT FILED
  • 06 Feb 2023 — TEAS STATEMENT OF USE RECEIVED
  • 31 Aug 2022 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 30 Aug 2022 — SOU EXTENSION 5 GRANTED
  • 24 Aug 2022 — SOU EXTENSION 5 FILED
  • 24 Aug 2022 — SOU TEAS EXTENSION RECEIVED
  • 24 Feb 2022 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 22 Feb 2022 — SOU EXTENSION 4 GRANTED
  • 22 Feb 2022 — SOU EXTENSION 4 FILED
  • 22 Feb 2022 — SOU TEAS EXTENSION RECEIVED

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