CLEAR1
Live / Registered — Registered (as of 19 Dec 2023)
What this means for you
Registered since 19 Dec 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97650938
- Registration number
- 7246702
- Mark type
- Stylized text
- Filed
- 27 Oct 2022
- Published for opposition
- 03 Oct 2023
- Registered
- 19 Dec 2023
- Attorney of record
- Kimberly I. Shimomura
Goods and services
- Class 009 — Scientific and electric apparatus: downloadable computer software for reviewing financial investments and managing documents for use in the fields of investing, investment management, financial analysis, financial planning, retirement planning, risk management, wealth management, financial portfolio management, insurance, insurance brokerage, and insurance products and services
- Class 042 — Scientific and technological services: providing online, non-downloadable computer software for reviewing financial investments and managing documents for use in the fields of investing, investment management, financial analysis, financial planning, retirement planning, risk management, financial portfolio management, insurance, insurance brokerage, and insurance products and services; software as a service (SAAS) services featuring software for reviewing financial investments and managing documents and providing online, non-downloadable computer software for reviewing financial investments and managing documents, all for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; software as a service (SAAS) services featuring software for managing and administering retirement plans, pension plans, and employee compensation plans and providing online, non-downloadable computer software for managing and administering retirement plans, pension plans, and employee compensation plans; software as a service (SAAS) services featuring software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions and providing online, non-downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions
Owner
- Atria Wealth Solutions, Inc., New York, NY, US
- Atria Wealth Solutions, Inc., New York, NY, US
- Atria Wealth Solutions, Inc., New York, NY, US
Prosecution history
- 16 Oct 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 19 Dec 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 19 Dec 2023 — REGISTERED-PRINCIPAL REGISTER
- 07 Nov 2023 — ASSIGNED TO EXAMINER
- 03 Oct 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Oct 2023 — PUBLISHED FOR OPPOSITION
- 13 Sept 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 24 Aug 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 24 Aug 2023 — EXAMINER'S AMENDMENT ENTERED
- 24 Aug 2023 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 24 Aug 2023 — EXAMINERS AMENDMENT E-MAILED
- 24 Aug 2023 — EXAMINERS AMENDMENT -WRITTEN
- 22 Aug 2023 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 22 Aug 2023 — NON-FINAL ACTION E-MAILED
- 22 Aug 2023 — NON-FINAL ACTION WRITTEN