BETANXT

Live / Registered — Registered (as of 16 Apr 2024)

What this means for you

Registered since 16 Apr 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97480833
Registration number
7361319
Mark type
Stylized text
Filed
29 Jun 2022
Published for opposition
20 Jun 2023
Registered
16 Apr 2024
Attorney of record
Julia M. Chester

Goods and services

  • Class 035 — Advertising and business services: Office administration services, namely, providing back office administrative functions for finance, accounting and settlement services, and credit analysis; provision of tax and taxation planning services to employed, contracted and/or affiliated investment advisory representatives and registered investment advisor firms; Business support services, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models; business transition support for others via analyzing business data to determine the financial support needed for firms or advisors to transition from one broker dealer or registered investment advisor to another; business consulting services; business development services, namely, consulting regarding strategic partner development, office administration services, provision of regulation compliance tracking, and management services for business purposes in the field of wealth management; business consultancy with regard to planning, organization, and management of industrial, trading, and services companies; business management consulting; voting services for casting third party votes with regard to the management of assets, investments, and interests held in other companies; management of tax files; tax and taxation planning, advice, information and consultancy services; tax reporting services, namely, tax filing and tax consulting; Business information reporting services, namely, providing reports for pre-trade tax optimization to help investors and advisors maximize after-tax performance; transfer recordation, transfer registration, and customs clearance services relating to financial securities, foreign currency exchange, shares, stocks and bonds; development of marketing strategies, concepts, and tactics, namely, audience development, brand awareness, customer relations, online community building and digital word of mouth communications; Commercial information agency services; Business management consulting in the field of corporate governance, voting by proxy solicitation, and shareholder meeting and voting by proxy services; Business information reporting services for the financial services industry, namely, providing tax return information and payee statements to report payments, proceeds from transactions, and tax withholding
  • Class 036 — Insurance and financial services: Provision of services to employed, contracted and/or affiliated investment advisory representatives and registered investment advisor (ria) firms, namely, financial services in the form of advice relating to investments; financial services, namely, wealth management services; financial services, namely, asset allocation; cash management; investment consultation; investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; financial asset management support for others; financial asset management for others via investment portfolio and investment model design and investment portfolio management by trading and rebalancing portfolios, and identifying investment opportunities; trust services, namely, investment and trust company services; mutual fund processing services, namely, brokerage services, investment services, analysis services, and development services; cash management services for others; securities deposit services; management of securities portfolios; securities trade execution services; securities exchange price quotations; management of portfolios of transferable securities; tax payment processing, tax payment financial management, and tax payment financial analysis services; investment management and investment advisory services; financial investment brokerage services; trading in securities; management of securities portfolios; mutual fund brokerage; annuities services for others, namely, account and investment administration; credit card payment processing services; credit card transaction processing services; money exchange services; financing of loans; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial guarantee and surety services; insurance and financial information and consultancy services; foreign exchange transactions; Brokerage of bills of exchange, bonds, and subordinated loans for others; financial services, namely, stock broking services; stock broking services; individual retirement account processing services; financial exchange of crypto assets; financial services, namely, electronic transfer of crypto assets; corporate actions processing services, namely, tax payment processing and payment transaction processing services; financial asset management for others via creating asset allocation models to aid in performance, diversification and risk reduction; financial information in the field of tax forms for securities investments; Financial investment analysis; exchange services relating to financial securities, foreign currency exchange, shares, stocks and bonds; share dividend price information services; Financial administration of stock exchange trading of shares in financial markets; Providing security services, namely, guaranteeing loans; Securities lending; Financial asset management for others via creating asset allocation models to aid in performance, diversification and risk reduction; Financial transaction reconciliation in the form of reconciliation of securities and option trades on behalf of others
  • Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable hosted software in the field of portfolio management, accounting, reporting, customer relationship management, portfolio monitoring, investor portal and investment performance calculations; software as a service (SaaS) services featuring software in the field of tax reporting and tax declaration procedures for calculating, reviewing and reporting tax payments; providing temporary use of online non-downloadable software for use as databases for the facilitation for the clearance of security trades; authentication of data in the field of financial transactions using blockchain technology; providing on-line non-downloadable software for generating cryptographic keys for receiving and spending crypto assets
  • Class 045 — Legal and security services: Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, charitable and reporting requirements for others; regulatory compliance auditing; Preparing regulatory compliance reports

Owner

Prosecution history

  • 16 Apr 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 16 Apr 2024 — REGISTERED-PRINCIPAL REGISTER
  • 14 Mar 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 13 Mar 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 02 Mar 2024 — STATEMENT OF USE PROCESSING COMPLETE
  • 08 Feb 2024 — USE AMENDMENT FILED
  • 02 Mar 2024 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 08 Feb 2024 — TEAS STATEMENT OF USE RECEIVED
  • 15 Aug 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 20 Jun 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 20 Jun 2023 — PUBLISHED FOR OPPOSITION
  • 31 May 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 15 May 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 15 May 2023 — EXAMINER'S AMENDMENT ENTERED
  • 15 May 2023 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

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