WOVE
Live / Registered — Registered (as of 24 Dec 2024)
What this means for you
Registered since 24 Dec 2024. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97761792
- Registration number
- 7627302
- Mark type
- Stylized text
- Filed
- 20 Jan 2023
- Published for opposition
- 06 Feb 2024
- Registered
- 24 Dec 2024
- Attorney of record
- Joshua W. Newman
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services; investment management; funds investment; financial research and information services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments, all of the foregoing provided to financial advisors and money managers
- Class 042 — Scientific and technological services: Research and development of new products; providing a website that features information on new product research and new product development; design and testing for new product development; research and development of new products for use in financial advising and consultation, brokerage services, and investment management; providing a website that features information on new product research and new product development in the fields of financial advising, consultation, brokerage services, and investment management; design and testing for new product development for use in the fields of financial advising, consultation, brokerage services, and investment management; providing an online non-downloadable, multi-custodial advisory software platform that enables integration with third party financial applications and cross-application workflows from a single user interface; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view, monitor, share, receive, generate, customize and manage financial information, alerts, tasks, models and reports across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that utilizes artificial intelligence to optimize financial planning and automate the electronic trading of financial securities; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view and manage investment accounts, portfolio information, portfolio risk and asset allocation assessments, book trades and rebalances, tax budgets, tax transitioning models and regulatory compliance dashboards in real-time across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that enables users to open financial accounts and electronically trade and rebalance financial securities across multiple financial custodians; providing an online non-downloadable, multi-custodial advisory software platform that provides access to financial investment solutions and enables financial brokers, dealers, advisors and investors to interact and communicate with one another; providing an online non-downloadable, multi-custodial advisory software platform that automates fiduciary functions, order execution involving financial securities, and oversight of financial investments; providing an online non-downloadable, multi-custodial advisory software platform that features news, research, information and analytics in the fields of finance, financial investments, securities trading and securities brokerage
Owner
- Pershing Investments LLC, New York, NY, US
- Pershing Investments LLC, New York, NY, US
- Pershing Investments LLC, New York, NY, US
Prosecution history
- 24 Dec 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 24 Dec 2024 — REGISTERED-PRINCIPAL REGISTER
- 25 Oct 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 25 Oct 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 10 Oct 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 10 Oct 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 07 Oct 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 05 Jul 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 05 Jul 2024 — NON-FINAL ACTION E-MAILED
- 05 Jul 2024 — SU - NON-FINAL ACTION - WRITTEN
- 04 May 2024 — STATEMENT OF USE PROCESSING COMPLETE
- 15 Apr 2024 — USE AMENDMENT FILED
- 04 May 2024 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 15 Apr 2024 — TEAS STATEMENT OF USE RECEIVED
- 02 Apr 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT