UNIFIED DATA FABRIC
Live / Registered — Registered (as of 08 Aug 2023)
What this means for you
Registered since 08 Aug 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90621540
- Registration number
- 7133846
- Mark type
- Stylized text
- Filed
- 02 Apr 2021
- Published for opposition
- 19 Jul 2022
- Registered
- 08 Aug 2023
- Attorney of record
- Daniel Hwang
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, financial data aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions
- Class 042 — Scientific and technological services: Providing temporary use of non-downloadable computer software for a seamless aggregating of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platform for receiving, compiling and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and providing temporary use of non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance
Owner
- ADVISOR360°, LLC, Weston, MA, US
- ADVISOR360°, LLC, Weston, MA, US
- ADVISOR360°, LLC, Weston, MA, US
Prosecution history
- 17 Feb 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 17 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 08 Aug 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 08 Aug 2023 — REGISTERED-PRINCIPAL REGISTER
- 01 Jul 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 30 Jun 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 14 Jun 2023 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 13 Jun 2023 — STATEMENT OF USE PROCESSING COMPLETE
- 27 Apr 2023 — USE AMENDMENT FILED
- 13 Jun 2023 — SOU EXTENSION 1 GRANTED
- 13 Mar 2023 — SOU EXTENSION 1 FILED
- 13 Jun 2023 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 28 Apr 2023 — NOTICE OF REVIVAL - E-MAILED