VIDA
Live / Registered — Registered (as of 23 Sept 2025)
What this means for you
Registered since 23 Sept 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90645671
- Registration number
- 7960918
- Mark type
- Stylized text
- Filed
- 14 Apr 2021
- Published for opposition
- 17 May 2022
- Registered
- 23 Sept 2025
- Attorney of record
- Daniel Hwang
Goods and services
- Class 035 — Advertising and business services: Providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons for business purposes
- Class 036 — Insurance and financial services: Providing financial information on securities and financial accounts on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons
- Class 042 — Scientific and technological services: Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for client communications, customer relationship management, workflow processing, financial planning/goals, proposals, document management, securities trading, insurance management, banking and loan management, financial model rebalancing, and case management; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors that drives enterprise and advisor productivity for unifying all the systems needed to run a business and support investors; Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions, and for conducting all client-based workflow from one central location; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for automated decision management, and providing temporary use of non-downloadable, adaptive and predictive computer software for providing alerts, identified opportunities, notifications, workflows, education, case management, and information to users, as well as suggesting or automatically taking the next best action based on the particular circumstances; Providing temporary use of a web-based application designed for financial professionals and their investors that uses aggregated advisor and investor data to automatically apply workflow on the user's behalf and to create alerts to the same; Providing just-in-time data, namely, real-time data through technology connected to internet-based computing devices that presents/communicates alerts, opportunities, notifications, workflow, and educational content to users, as well as taking technology/algorithmic actions on a user's behalf based on both human programming and machine learning from both a single user and across multiple users and firms' system use patterns leveraging data across multiple software components
Owner
- ADVISOR360°, LLC, Needham, MA, US
- ADVISOR360°, LLC, Needham, 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
- 23 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 23 Sept 2025 — REGISTERED-PRINCIPAL REGISTER
- 03 Sept 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 29 Aug 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 31 Jul 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 12 Jul 2025 — USE AMENDMENT FILED
- 30 Jul 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 30 Jul 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 30 Jul 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 12 Jul 2025 — TEAS STATEMENT OF USE RECEIVED
- 10 Feb 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED