POWERING ADVISORS. WINNING FOR INVESTORS.

Live / Registered — Registered (as of 14 Jan 2025)

What this means for you

Registered since 14 Jan 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97806636
Registration number
7647389
Mark type
Stylized text
Filed
22 Feb 2023
Published for opposition
26 Nov 2024
Registered
14 Jan 2025
Attorney of record
Adam Werner

Goods and services

  • Class 042 — Scientific and technological services: Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance and advisory billing features, in order to seamlessly attract new clients, connect planning goals to investment strategies, and ultimately help achieve each investor's unique definition of financial success

Owner

Prosecution history

  • 14 Jan 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 14 Jan 2025 — REGISTERED-PRINCIPAL REGISTER
  • 26 Nov 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 26 Nov 2024 — PUBLISHED FOR OPPOSITION
  • 20 Nov 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 29 Oct 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 29 Oct 2024 — EXAMINER'S AMENDMENT ENTERED
  • 29 Oct 2024 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 29 Oct 2024 — EXAMINERS AMENDMENT E-MAILED
  • 29 Oct 2024 — EXAMINERS AMENDMENT -WRITTEN
  • 22 Oct 2024 — REINSTATEMENT GRANTED - INADVERTENTLY ABANDONED
  • 22 Oct 2024 — REINSTATEMENT GRANTED - INADVERTENTLY ABANDONED
  • 18 Oct 2024 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
  • 18 Oct 2024 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
  • 12 Sept 2024 — NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED

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