UNIFIED WEALTH MANAGEMENT - Trademark Details
Status: 701 - Section 8-Accepted
Serial Number
86399939
Registration Number
4792228
Word Mark
UNIFIED WEALTH MANAGEMENT
Status
701 - Section 8-Accepted
Status Date
2020-11-19
Filing Date
2014-09-19
Registration Number
4792228
Registration Date
2015-08-11
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
L10
Employee Name
GOODSAID, IRA J
Statements
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Goods and Services
Software as a service (SAAS) services featuring software for financial portfolio management, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking management, investment billing management, investment account billing, receivables tracking, revenue distribution and reporting, financial instruments trading compliance, management of margin, financing and stock borrow requirements, document management all in the field of wealth management
Goods and Services
Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account billing, receivables tracking, revenue distribution and reporting, financial trading and stock borrowing compliance, margin and document management
Classification Information
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2015-06-10
Primary Code
042
First Use Anywhere Date
2011-03-31
First Use In Commerce Date
2011-03-31
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Correspondences
Name
Thomas D. Bratschun
Address
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Trademark Events
| Event Date | Event Description |
| 2014-09-23 | NEW APPLICATION ENTERED IN TRAM |
| 2014-09-26 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2015-01-06 | ASSIGNED TO EXAMINER |
| 2015-01-06 | NON-FINAL ACTION WRITTEN |
| 2015-01-06 | NON-FINAL ACTION E-MAILED |
| 2015-01-06 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2015-06-10 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2015-06-10 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2015-06-10 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2015-06-15 | EXAMINERS AMENDMENT -WRITTEN |
| 2015-06-15 | EXAMINERS AMENDMENT E-MAILED |
| 2015-06-15 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2015-06-15 | EXAMINER'S AMENDMENT ENTERED |
| 2015-06-15 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 2015-07-01 | ASSIGNED TO LIE |
| 2015-07-03 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2015-08-11 | REGISTERED-SUPPLEMENTAL REGISTER |
| 2020-08-11 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 2020-09-08 | TEAS SECTION 8 RECEIVED |
| 2020-11-19 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2020-11-19 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 2020-11-19 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
