PERSONALIZED INVESTING AT SCALE

Live / Registered — Registered (as of 09 Jan 2024)

What this means for you

Registered since 09 Jan 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97268235
Registration number
7272082
Mark type
Stylized text
Filed
15 Feb 2022
Registered
09 Jan 2024
Attorney of record
Thomas D. Bratschun

Goods and services

  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions

Owner

Prosecution history

  • 09 Jan 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 09 Jan 2024 — REGISTERED-SUPPLEMENTAL REGISTER
  • 18 Jul 2023 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
  • 15 Jul 2023 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 15 Jul 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 14 Jul 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 14 Jul 2023 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 15 Jul 2023 — USE AMENDMENT ACCEPTED
  • 13 Jul 2023 — AMENDMENT TO USE PROCESSING COMPLETE
  • 13 Jul 2023 — USE AMENDMENT FILED
  • 12 Jul 2023 — TEAS AMENDMENT OF USE RECEIVED
  • 11 Jun 2023 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 11 Jun 2023 — FINAL REFUSAL E-MAILED
  • 11 Jun 2023 — FINAL REFUSAL WRITTEN
  • 04 May 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED

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