TREA

97268235 - PERSONALIZED INVESTING AT SCALE

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Information

  • Trademark
  • 97268235
  • Serial Number
    97268235
  • Registration Number
    7272082
  • Filing Date
    February 15, 2022
    4 years ago
  • Registration Date
    January 09, 2024
    2 years ago
  • Transaction Date
    January 09, 2024
    2 years ago
  • Status Date
    January 09, 2024
    2 years ago
  • Location Date
    January 09, 2024
    2 years ago
  • First Use Anywhere Date
    June 22, 2023
    3 years ago
  • First Use In Commerce Date
    June 22, 2023
    3 years ago
  • Status Code
    700
  • Current Location
    PUBLICATION AND ISSUE SECTION
    Employee Name
    CHUNG, DIANA ALANA
  • Attorney Docket Number
    0262.22-TM
    Attorney Name
    Thomas D. Bratschun
    Law Office Assigned Location Code
    O20
  • Owners
Information
Mark Drawing Code
4000
Mark Identification
PERSONALIZED INVESTING AT SCALE
Case File Statements
  • GS0421: Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
Case File Event Statements
  • 1/9/2024 - 2 years ago
    23 - NOTICE OF REGISTRATION CONFIRMATION EMAILED Type: NRCS
  • 1/9/2024 - 2 years ago
    22 - REGISTERED-SUPPLEMENTAL REGISTER Type: R.SR
  • 7/18/2023 - 3 years ago
    21 - NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED Type: AAUA
  • 7/15/2023 - 3 years ago
    20 - APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER Type: CNTA
  • 7/15/2023 - 3 years ago
    19 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 7/14/2023 - 3 years ago
    18 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 7/14/2023 - 3 years ago
    17 - TEAS REQUEST FOR RECONSIDERATION RECEIVED Type: ERFR
  • 7/15/2023 - 3 years ago
    16 - USE AMENDMENT ACCEPTED Type: IUAA
  • 7/13/2023 - 3 years ago
    15 - AMENDMENT TO USE PROCESSING COMPLETE Type: AUPC
  • 7/13/2023 - 3 years ago
    14 - USE AMENDMENT FILED Type: IUAF
  • 7/12/2023 - 3 years ago
    13 - TEAS AMENDMENT OF USE RECEIVED Type: EAAU
  • 6/11/2023 - 3 years ago
    12 - NOTIFICATION OF FINAL REFUSAL EMAILED Type: GNFN
  • 6/11/2023 - 3 years ago
    11 - FINAL REFUSAL E-MAILED Type: GNFR
  • 6/11/2023 - 3 years ago
    10 - FINAL REFUSAL WRITTEN Type: CNFR
  • 5/4/2023 - 3 years ago
    9 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 5/3/2023 - 3 years ago
    8 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 5/3/2023 - 3 years ago
    7 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA
  • 11/14/2022 - 3 years ago
    6 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN
  • 11/14/2022 - 3 years ago
    5 - NON-FINAL ACTION E-MAILED Type: GNRT
  • 11/14/2022 - 3 years ago
    4 - NON-FINAL ACTION WRITTEN Type: CNRT
  • 11/2/2022 - 3 years ago
    3 - ASSIGNED TO EXAMINER Type: DOCK
  • 2/22/2022 - 4 years ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 2/18/2022 - 4 years ago
    1 - NEW APPLICATION ENTERED Type: NWAP