Q

Live / Registered — Registered (as of 24 May 2022)

What this means for you

Registered since 24 May 2022. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90553983
Registration number
6733234
Mark type
Design + words
Filed
01 Mar 2021
Published for opposition
09 Nov 2021
Registered
24 May 2022
Attorney of record
Lisa B. Lane

Goods and services

  • Class 042 — Scientific and technological services: Software as a service (SaaS) featuring software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; software as a service (SaaS) featuring software for use as a portfolio rebalance and optimization system

Owner

Prosecution history

  • 05 Nov 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 05 Nov 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 05 Nov 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 05 Nov 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 05 Nov 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 24 May 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 24 May 2022 — REGISTERED-PRINCIPAL REGISTER
  • 14 Apr 2022 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 13 Apr 2022 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 28 Mar 2022 — STATEMENT OF USE PROCESSING COMPLETE
  • 28 Feb 2022 — USE AMENDMENT FILED
  • 28 Mar 2022 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 28 Feb 2022 — TEAS STATEMENT OF USE RECEIVED
  • 04 Jan 2022 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 09 Nov 2021 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

View this trademark record on Marksy