TREA

97291107 - FINALIS HUB

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Information

  • Trademark
  • 97291107
  • Serial Number
    97291107
  • Filing Date
    March 02, 2022
    3 years ago
  • Transaction Date
    July 12, 2024
    a year ago
  • Status Date
    June 17, 2024
    a year ago
  • Published for Opposition Date
    September 19, 2023
    2 years ago
  • Location Date
    November 14, 2023
    2 years ago
  • Status Code
    606
  • Current Location
    INTENT TO USE SECTION
    Employee Name
    MILLER, CHARLES FREDER
  • Attorney Docket Number
    9808.44408
    Attorney Name
    David I. Greenbaum
    Law Office Assigned Location Code
    M30
  • Owners
Information
Mark Drawing Code
4
Mark Identification
FINALIS HUB
Case File Statements
  • DS0000: "HUB"
  • GS0421: Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for financial and investment accounts; providing temporary use of online non-downloadable interactive financial planning software; platform as a service (PAAS) featuring computer software platforms for use in on-line raising debt and equity capital for others, private placements of hedge funds, private equity funds, venture capital funds, securities and derivatives, mergers, acquisitions, divestitures, deal structuring, financial valuations, investment banking, and investment vehicle placement agent services; platform as a service (PAAS) featuring computer software platforms for use in on-line trading of securities and portfolio management in the fields of financial services andinvestment services; platform as a service (PAAS) featuring computer software platforms for client onboarding, namely, multi-factor authentication, centralized secure database, and profile management; platform as a service (PAAS) featuring computer software platforms for distribution, namely, investor accreditation, displaying funds and deals, and auditable tracking of materials; platform as a service (PAAS) featuring computer software platforms for transparent and seamless digital subscription, namely, digital subscription processing, track fundraising pipeline, and secure document depository; platform as a service (PAAS) featuring computer software platforms for consolidated reporting and investor relations management, namely, monitoring investment performance, consolidated portfolio reporting, and automated notifications; platform as a service (PAAS) featuring computer software platforms for structured and managed pooling of assets, namely, aggregating smaller investments, secondary liquidity, and reducing operational costs; software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of financial services and investment services; software as a service (SAAS) services comprised of computer software for use in viewing fund tombstones, reviewing fund materials, tracking and viewing investor activity, fundraising pipeline, and investor suitability data in the fields of financial services and investment services; software as a service (SAAS) services comprised of computer software for use in financial services, namely, financial restructuring services, and financial securities exchange services; software as a service (SAAS) services comprised of computer software for use in investment services, namely, investment advisory services, investment banking services, and investment management services; software as a service (SAAS) services comprised of computer software for use in advising and consulting in the fields of securities, finance, investments, brokering and mutual funds; software as a service (SAAS) services comprised of computer software for use in automatic fund reporting, namely, providing customizable analytics and insights for investors, and providing a website featuring on-line non-downloadable software that enables users to organize, secure, and transfer investor data to the fund administrator to comply with industry regulations in the fields of financial services and investments services; platform as a service (PaaS) featuring computer software to facilitate a trusted execution environment (TEE)
Case File Event Statements
  • 3/5/2022 - 3 years ago
    1 - NEW APPLICATION ENTERED Type: NWAP
  • 3/7/2022 - 3 years ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 3/23/2022 - 3 years ago
    3 - TEAS CHANGE OF OWNER ADDRESS RECEIVED Type: COAR
  • 3/23/2022 - 3 years ago
    4 - TEAS CHANGE OF CORRESPONDENCE RECEIVED Type: TCCA
  • 3/23/2022 - 3 years ago
    5 - APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Type: CHAN
  • 12/14/2022 - 3 years ago
    6 - ASSIGNED TO EXAMINER Type: DOCK
  • 12/21/2022 - 3 years ago
    7 - NON-FINAL ACTION WRITTEN Type: CNRT
  • 12/21/2022 - 3 years ago
    8 - NON-FINAL ACTION E-MAILED Type: GNRT
  • 12/21/2022 - 3 years ago
    9 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN
  • 3/20/2023 - 2 years ago
    10 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA
  • 7/26/2023 - 2 years ago
    11 - ASSIGNED TO LIE Type: ALIE
  • 7/26/2023 - 2 years ago
    12 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 7/26/2023 - 2 years ago
    13 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 8/15/2023 - 2 years ago
    14 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA
  • 8/15/2023 - 2 years ago
    15 - EXAMINERS AMENDMENT E-MAILED Type: GNEA
  • 8/15/2023 - 2 years ago
    16 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN
  • 8/15/2023 - 2 years ago
    17 - EXAMINER'S AMENDMENT ENTERED Type: XAEC
  • 8/15/2023 - 2 years ago
    18 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 8/30/2023 - 2 years ago
    19 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP
  • 9/19/2023 - 2 years ago
    20 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 9/19/2023 - 2 years ago
    21 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB
  • 6/17/2024 - a year ago
    23 - ABANDONMENT - NO USE STATEMENT FILED Type: ABN6
  • 7/12/2024 - a year ago
    24 - ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED Type: MAB6
  • 11/14/2023 - 2 years ago
    22 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM