Information
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Trademark
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87657635
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Serial Number
87657635
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Registration Number
5944717
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International Classifications
- 9 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments
- 42 - Scientific and technological services and research and design relating thereto
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Filing Date
October 24, 2017
7 years ago
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Registration Date
December 24, 2019
5 years ago
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Transaction Date
December 24, 2024
3 months ago
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Status Date
December 24, 2019
5 years ago
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Published for Opposition Date
September 18, 2018
6 years ago
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Location Date
November 20, 2019
5 years ago
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First Use Anywhere Date
January 01, 2013
12 years ago
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First Use In Commerce Date
January 01, 2013
12 years ago
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Status Code
700
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Current Location
PUBLICATION AND ISSUE SECTION
Employee Name
LEVINE, HOWARD
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Attorney Docket Number
ADDET.042T
Attorney Name
Jessica C. Sganga
Law Office Assigned Location Code
M60
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Owners
Mark Drawing Code
4
Mark Identification
ADDEPAR
Case File Statements
- GS0091: Computer software for aggregating financial service and market data for use in the financial services industry; computer software for managing financial portfolios for use by financial advisers; computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; computer software for reporting portfolio analytics, financial goals, and financial objectives; computer software for client management and customer relationship management (CRM); computer software platforms for aggregating financial service and market data for use in the financial services industry
- GS0421: Providing temporary use of 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 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); 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); cloud computing 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 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 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); 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)
Case File Event Statements
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2/2/2018 - 7 years ago
4 - NON-FINAL ACTION WRITTEN
Type: CNRT
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10/27/2017 - 7 years ago
1 - NEW APPLICATION ENTERED
Type: NWAP
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11/2/2017 - 7 years ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Type: NWOS
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2/2/2018 - 7 years ago
3 - ASSIGNED TO EXAMINER
Type: DOCK
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2/2/2018 - 7 years ago
5 - NON-FINAL ACTION E-MAILED
Type: GNRT
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2/2/2018 - 7 years ago
6 - NOTIFICATION OF NON-FINAL ACTION E-MAILED
Type: GNRN
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7/31/2018 - 6 years ago
7 - TEAS RESPONSE TO OFFICE ACTION RECEIVED
Type: TROA
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7/31/2018 - 6 years ago
8 - CORRESPONDENCE RECEIVED IN LAW OFFICE
Type: CRFA
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7/31/2018 - 6 years ago
9 - TEAS/EMAIL CORRESPONDENCE ENTERED
Type: TEME
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8/1/2018 - 6 years ago
10 - APPROVED FOR PUB - PRINCIPAL REGISTER
Type: CNSA
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8/10/2018 - 6 years ago
11 - ASSIGNED TO LIE
Type: ALIE
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8/29/2018 - 6 years ago
12 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Type: NONP
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9/18/2018 - 6 years ago
13 - PUBLISHED FOR OPPOSITION
Type: PUBO
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9/18/2018 - 6 years ago
14 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Type: NPUB
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11/13/2018 - 6 years ago
15 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Type: NOAM
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5/9/2019 - 5 years ago
16 - SOU TEAS EXTENSION RECEIVED
Type: EEXT
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5/9/2019 - 5 years ago
17 - SOU EXTENSION 1 FILED
Type: EXT1
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5/9/2019 - 5 years ago
18 - SOU EXTENSION 1 GRANTED
Type: EX1G
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5/11/2019 - 5 years ago
19 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Type: EXRA
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10/15/2019 - 5 years ago
20 - TEAS STATEMENT OF USE RECEIVED
Type: EISU
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10/15/2019 - 5 years ago
22 - USE AMENDMENT FILED
Type: IUAF
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10/30/2019 - 5 years ago
21 - CASE ASSIGNED TO INTENT TO USE PARALEGAL
Type: AITU
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10/30/2019 - 5 years ago
23 - STATEMENT OF USE PROCESSING COMPLETE
Type: SUPC
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11/20/2019 - 5 years ago
24 - ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Type: CNPR
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11/21/2019 - 5 years ago
25 - NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Type: SUNA
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12/24/2019 - 5 years ago
26 - REGISTERED-PRINCIPAL REGISTER
Type: R.PR
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12/8/2022 - 2 years ago
27 - TEAS CHANGE OF OWNER ADDRESS RECEIVED
Type: COAR
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12/8/2022 - 2 years ago
28 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Type: REAP
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12/8/2022 - 2 years ago
29 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Type: ARAA
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12/8/2022 - 2 years ago
30 - TEAS CHANGE OF CORRESPONDENCE RECEIVED
Type: TCCA
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12/8/2022 - 2 years ago
31 - APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Type: CHAN
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12/24/2024 - 3 months ago
32 - COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Type: REM1