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Live / Registered — Registered (as of 21 May 2024)

What this means for you

Registered since 21 May 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97313120
Registration number
7392446
Mark type
Design + words
Filed
15 Mar 2022
Published for opposition
24 Oct 2023
Registered
21 May 2024
Attorney of record
Jaclyn P. Ionin

Goods and services

  • Class 036 — Insurance and financial services: Financial asset management; Financial asset management services via financial technology; Financial asset management services for businesses; Financial portfolio management; Financial portfolio management via financial technology; Financial portfolio management services for businesses; Financial advisory services in the field of financial asset management; Financial services, namely, utilizing financial technology to provide asset management to institutions; Financial services, namely, financial asset and investment acquisition, consultation, investment advice to asset owners and asset managers; Financial asset management, namely, providing investment analytics and investment management capabilities, namely, financial research and analysis to asset owners and asset managers; Financial services, namely, commodity trading and managed futures advisory and portfolio management for businesses; Financial investment and portfolio management for institutional business clients via a cloud-based platform; Providing financial information and analysis to businesses regarding asset management; Providing financial portfolio management information and analysis to businesses via platform across multiple forms of transmission media; Providing financial portfolio management by connecting businesses to third party asset managers and funds; Providing financial portfolio management to asset managers and asset owners via a technology platform; Financial asset management services for asset management companies; Financial asset management services for asset owner organizations and asset management organizations via a technology platform
  • Class 042 — Scientific and technological services: Financial technology services and solutions, namely, providing a website featuring temporary use of online non-downloadable cloud-based software applications and an online non-downloadable computer software platform for financial asset management solutions; Financial technology services and solutions, namely, providing a website featuring temporary use of online non-downloadable cloud-based software applications and an online non-downloadable computer software platform for financial portfolio management solutions

Owner

Prosecution history

  • 21 May 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 21 May 2024 — REGISTERED-PRINCIPAL REGISTER
  • 13 Apr 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 12 Apr 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 11 Mar 2024 — STATEMENT OF USE PROCESSING COMPLETE
  • 20 Feb 2024 — USE AMENDMENT FILED
  • 11 Mar 2024 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 20 Feb 2024 — TEAS STATEMENT OF USE RECEIVED
  • 19 Dec 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 24 Oct 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 24 Oct 2023 — PUBLISHED FOR OPPOSITION
  • 04 Oct 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 19 Sept 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 19 Sept 2023 — EXAMINER'S AMENDMENT ENTERED
  • 19 Sept 2023 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

View this trademark record on Marksy