Serial 97905182
Live / Registered — Registered (as of 13 Feb 2024)
What this means for you
Registered since 13 Feb 2024. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97905182
- Registration number
- 7306896
- Mark type
- Design / logo
- Filed
- 25 Apr 2023
- Published for opposition
- 29 Aug 2023
- Registered
- 13 Feb 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
- 13 Feb 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 13 Feb 2024 — REGISTERED-PRINCIPAL REGISTER
- 09 Jan 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 08 Jan 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 17 Nov 2023 — STATEMENT OF USE PROCESSING COMPLETE
- 02 Nov 2023 — USE AMENDMENT FILED
- 17 Nov 2023 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 02 Nov 2023 — TEAS STATEMENT OF USE RECEIVED
- 24 Oct 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 29 Aug 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 29 Aug 2023 — PUBLISHED FOR OPPOSITION
- 09 Aug 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 21 Jul 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 20 Jul 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 20 Jul 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE