POWERING THE ADVISOR-CLIENT JOURNEY

Live / Registered — Registered (as of 22 Jun 2021)

What this means for you

Registered since 22 Jun 2021. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90226945
Registration number
6395059
Mark type
Stylized text
Filed
30 Sept 2020
Published for opposition
06 Apr 2021
Registered
22 Jun 2021
Attorney of record
Adam Werner

Goods and services

  • Class 035 — Advertising and business services: Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
  • Class 042 — Scientific and technological services: Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance and advisory billing features

Owner

Prosecution history

  • 22 Jun 2021 — REGISTERED-PRINCIPAL REGISTER
  • 06 Apr 2021 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 06 Apr 2021 — PUBLISHED FOR OPPOSITION
  • 17 Mar 2021 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 04 Mar 2021 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 24 Feb 2021 — ASSIGNED TO EXAMINER
  • 15 Nov 2020 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 03 Oct 2020 — NEW APPLICATION ENTERED

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