Serial 98917348

Live / Registered — Registered (as of 06 Jan 2026)

What this means for you

Registered since 06 Jan 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98917348
Registration number
8091673
Mark type
Design / logo
Filed
22 Dec 2024
Published for opposition
18 Nov 2025
Registered
06 Jan 2026
Attorney of record
Geneva Amy Lai

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry; Downloadable software development kits (SDK) for building applications for aggregating, analyzing, and reporting public and private data; Downloadable application programming interface (API) software for requesting and accessing public and private data
  • Class 042 — Scientific and technological services: Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of non-downloadable computer software for browsing and accessing digital content and web applications in the financial services industry for use by financial advisers, for wealth management; Providing temporary use of online non-downloadable software development kits (SDKs) for building applications for aggregating, analyzing, and reporting public and private data; Platform as a service (PaaS) featuring software development kits (SDKs) for building applications for aggregating, analyzing, and reporting public and private data; Application service provider featuring application programming interface (API) software for requesting and accessing public and private data; Providing temporary use of non-downloadable computer software for use in authoring, transmitting, receiving, editing, extracting, encoding, decoding, storing and organizing text, data, images, and multimedia content for use in the financial services industry; Providing temporary use of non-downloadable computer software for enabling users to select the addition of technical functionalities or integration capabilities to digital content and web applications in the financial services industry

Owner

Prosecution history

  • 11 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 11 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 11 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 06 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 06 Jan 2026 — REGISTERED-PRINCIPAL REGISTER
  • 18 Nov 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 18 Nov 2025 — PUBLISHED FOR OPPOSITION
  • 12 Nov 2025 — ASSIGNED TO EXAMINER
  • 12 Nov 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 20 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 17 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 17 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 17 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 20 Jun 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 20 Jun 2025 — NON-FINAL ACTION E-MAILED

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