UDF

Live / Registered — Registered (as of 16 Dec 2025)

What this means for you

Registered since 16 Dec 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97936718
Registration number
8069938
Mark type
Stylized text
Filed
15 May 2023
Published for opposition
17 Sept 2024
Registered
16 Dec 2025
Attorney of record
Daniel Hwang

Goods and services

  • Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable computer software for a seamless aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platforms for receiving, compiling, and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and Providing temporary use of online non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance.

Owner

Prosecution history

  • 17 Feb 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 17 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 17 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 16 Dec 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 16 Dec 2025 — REGISTERED-PRINCIPAL REGISTER
  • 22 Nov 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 22 Nov 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 21 Nov 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 12 Nov 2025 — USE AMENDMENT FILED
  • 12 Nov 2025 — TEAS STATEMENT OF USE RECEIVED
  • 07 Oct 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 06 Oct 2025 — SOU EXTENSION 1 GRANTED
  • 11 May 2025 — SOU EXTENSION 1 FILED
  • 06 Oct 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL

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