TREA

79245849 - COPYPORTFOLIOS

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Information

  • Trademark
  • 79245849
  • Serial Number
    79245849
  • Filing Date
    September 17, 2018
    6 years ago
  • Transaction Date
    December 20, 2024
    2 days ago
  • Status Date
    November 13, 2019
    5 years ago
  • Location Date
    November 13, 2019
    5 years ago
  • Status Code
    602
  • Current Location
    TMEG LAW OFFICE 108 - EXAMINING ATTORNEY ASSIGNED
    Employee Name
    HACK, ANDREA
  • Law Office Assigned Location Code
    L80
  • Owners
Information
Mark Drawing Code
4
Mark Identification
COPYPORTFOLIOS
Case File Statements
  • GS0091: software for financial services, namely, software for viewing, following and copying online trading activity by others in financial instruments; software facilitating investments, investment strategy, algorithmic investments, automated investments, index based investments, criteria based investment, financial information, financial management, financial consultancy, brokerage services, financial analysis, financial services for internet users, financial services allowing users to manage investments via the internet, namely, software that analyzes and curates investment strategies and trading activity to allow users to implement online trading activity of others; software allowing one person to manage investments and other persons to make investments influenced by said person's investments; software allowing a person to invest in correlation to specified logic, market sector, strategy and/or index generated by a person and/or an algorithm; software allowing one person to interact with other persons regarding investments; software allowing one person to manage investments via the internet and other persons to make investments similar to said person's investments; downloadable software providing financial information and featuring users' and third parties' ratings, reviews and recommendations on various financial assets including currencies, indices, commodities, securities and digital assets including cryptocurrencies and other financial instruments; downloadable mobile applications for managing investments and financial assets on a social trading and investment network; computer software for facilitating digital assets transactions software; computer software for facilitating digital assets transactions
  • PM0001: COPY PORTFOLIOS
  • GS0361: financial management; financial consultancy; providing financial information via the internet; stocks, commodities, currencies, Indices, exchange-traded fund, digital assets, and other financial instruments brokerage services; financial consulting in the field of investment strategy; financial consulting based on algorithmic investments; financial consulting based on automated investments; index-based investment brokerage; financial analysis; financial services for internet users, namely, financial consulting, financial services allowing persons to manage investments via the internet; financial management services wherein one person manages investments and other persons may make investments influenced by said person's investments; financial information services regarding investments in correlation to specified logic, market sector, strategy and/or index generated by a person and/or an algorithm; financial consultancy services wherein one person interacts with other persons regarding investments; financial management services wherein one person manages investments via the internet and other persons may then make investments similar to said user's investments; financial information about the investments made by person, including comparative information and analyzed information; financial management of investments via the internet; financial management of investments that are influenced by investments made by others; monitoring financial markets for investment purposes; providing online platforms including web sites featuring financial information, namely, users' and third parties' ratings, reviews and recommendations on various financial assets including currencies, indices, commodities, securities and digital assets including cryptocurrencies and other financial instruments; investment management services featuring the trading of a person's account according to an index and/or criteria; financial management services involving the electronic purchase, exchange and transfer of digital assets, including, cryptocurrencies; information, advice and consultancy relating to any of the aforesaid services
  • GS0451: On-line social networking service for investors in the field of shared investment portfolios and strategies; information, advice and consultancy relating to any of the aforesaid services
  • GS0421: Scientific and technological services and research and design relating thereto, namely, facilitating and curating trading portfolios of online platforms in the field of financial instrument investments; software as a service (SaaS) featuring software for viewing, following and selecting investments based on trading activity of others; computer technical support services, namely, help desk services for implementing and installing software by all communications means; software as a service for financial services featuring software for trading and making investments; computer software design, development and maintenance; computer systems analysis; computer technology consulting; data conversion of computer program information and data; updating of computer software; computer programming; assistance in implementing and installing software by all communications means; software integration; software as a service for financial services featuring software for trading securities and other financial instruments; software as a service (SaaS) services featuring software as a trading platform that enables users to make financial transactions; software as a service (Saas) services featuring software for trading and making investments; software as a service (SaaS) services featuring software that enables users and third parties to post and read ratings, reviews, and recommendations on various financial assets including currencies, indices, commodities, securities and digital assets including cryptocurrencies and other financial instruments; software as a service (SaaS) services featuring software that allows users to manage investments over the internet; software as a service (SaaS) services featuring software that allows one user to manage investment and other users to make investments influenced by said user's investments; software as a service (SaaS) services featuring software that allows one user to interact with other persons regarding investments; software as a service (SaaS) services featuring software that allows one user to manage investments via the internet and other users to make investments influenced by said user's investments; software as a service (SaaS) featuring software in the field of investment management services featuring software that enables the investing and trading of one person's account according to a specified logic, market sector, strategy, index and/or criteria; software as a service (SaaS) featuring software that enables algorithmic investments and automated investments; software as a service (SaaS) featuring software that enables the electronic purchase, exchange and transfer of digital assets, including cryptocurrencies; information, advice and consultancy relating to any of the aforesaid services
Case File Event Statements
  • 12/17/2018 - 6 years ago
    4 - ASSIGNED TO EXAMINER Type: DOCK
  • 12/20/2018 - 6 years ago
    5 - NON-FINAL ACTION WRITTEN Type: CNRT
  • 12/21/2018 - 6 years ago
    6 - NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW Type: RFCR
  • 1/7/2019 - 5 years ago
    7 - REFUSAL PROCESSED BY MPU Type: RFRR
  • 11/22/2018 - 6 years ago
    1 - SN ASSIGNED FOR SECT 66A APPL FROM IB Type: REPR
  • 11/23/2018 - 6 years ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 11/27/2018 - 6 years ago
    3 - APPLICATION FILING RECEIPT MAILED Type: MAFR
  • 2/7/2019 - 5 years ago
    10 - NEW REPRESENTATIVE AT IB RECEIVED Type: NREP
  • 1/7/2019 - 5 years ago
    8 - NON-FINAL ACTION MAILED - REFUSAL SENT TO IB Type: RFCS
  • 1/25/2019 - 5 years ago
    9 - REFUSAL PROCESSED BY IB Type: RFNT
  • 4/20/2019 - 5 years ago
    11 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA
  • 4/20/2019 - 5 years ago
    12 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 4/22/2019 - 5 years ago
    13 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 4/24/2019 - 5 years ago
    14 - FINAL REFUSAL WRITTEN Type: CNFR
  • 4/22/2020 - 4 years ago
    20 - NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB Type: OPNS
  • 5/8/2020 - 4 years ago
    21 - NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB Type: OPNX
  • 4/24/2019 - 5 years ago
    15 - FINAL REFUSAL MAILED Type: CNFR
  • 11/13/2019 - 5 years ago
    16 - ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE Type: ABN2
  • 11/13/2019 - 5 years ago
    17 - ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND Type: MAB2
  • 3/12/2020 - 4 years ago
    18 - CHANGE OF OWNER RECEIVED FROM IB Type: CHLD
  • 4/22/2020 - 4 years ago
    19 - NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB Type: OPNR
  • 12/5/2020 - 4 years ago
    24 - FINAL DECISION TRANSACTION PROCESSED BY IB Type: FINT
  • 11/13/2020 - 4 years ago
    22 - FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB Type: FICR
  • 11/13/2020 - 4 years ago
    23 - FINAL DISPOSITION NOTICE SENT TO IB Type: FICS
  • 12/19/2024 - 3 days ago
    25 - NEW REPRESENTATIVE AT IB RECEIVED Type: NREP